LA Business and Industry Committee: Due Diligence: What to do When the Bank Pulls Out | G2220519


Date :
May 15, 2019 8:00 AM - 9:00 AM
Location :
West Los Angeles
Facility :
Spitfire Grill
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Level of Difficulty :
CPE Credits :
CPE 1.00
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Things happened. Be prepared. What occurs when the lender that you were relying upon withdraws during due diligence? What, if anything, could you have done to prevent this? Learn how to structure deals. Learn how to protect your self. Understand how to prepare for the initial meeting.  
Learn from an advisor with more than 30 years of experience in secured lending and commercial banking.  Marshall will share his knowledge with you.


  • Recognize how to quickly structure a new deal with a new lender.
  • Identify how to find and approach a new lender. 
  • Determine the approach to handle a new lender.

Major Subjects:

  • Reaction if a lender pulls out during due diligence
  • Mitigating lender risks of rejection
  • Dealing with lenders: What can go wrong in the moment
  • New approaches to structure loans
  • Preparation, preparation, preparation. How to prepare for your meetings
  • Options to find a new lender
  • Setting priorities

Advanced Prep:


Misc. Information:

Registration opens at 7:30 am.
Fees: $25/member, $65/nonmember.
Add $5 for same day and at door registration.
Includes breakfast.
Parking is free.
Address: Spitfire Grill, 3300 Airport Ave, Santa Monica, CA 90405.
Level of Difficulty:
Field of Interest:
Specialized Knowledge
Some knowledge of business and industry.
Designed For:
CPAs and other professional staff


Marshall Lebovits
Marshall Lebovits has over 25 years of experience in the secured financing industry. Marshall advises on a wide variety of asset based funding solutions for businesses throughout the USA.
No Agenda or Materials posted.