Navigating Business Finances, Contracts, and Debt Collection


Thursday, September 11, 2014 from 7:00 PM to 9:00 PM (EDT)

W@tercooler 21 North Broadway, Tarrytown, NY

This workshop will help you become a better negotiator, learn how to read and draft a contract, and get the tools you need to collect debts owed to your business.

The purpose of this 2-hour class is to introduce the the attendees to the basics of sound business planning, as well as provide a solid understanding of the core legal aspects of contract drafting, negotiations, contract management, enforcement, and debt collection.

This course is perfect for any small business owner that wants to become more clear on how businesses are generally structured from a financial perspective, and maximize cash-flow through a sound understanding of contract management and debt collection. 

Topics to be Covered in the Workshop Include:

  • Your business and the Living Balance Sheet
  • Protecting Your Business - Overview plus the 5 Must Have Agreements
  • Maximizing Cash Flow
  • Cash Flow Problems and Debt Collection
  • Understanding the Legal Elements of an Enforceable Contract and a Breach of Contract Claim/Quasi Contract Claims
  • The Importance of a Well Drafted Proposal or Estimate
  • The Litigation Process, Can You Represent Yourself?
  • Business Correspondence - 5 templates each business should consider, account stated cause of action

About the Instructor

Jeffrey K. Davis has a track record of success representing business owners, general contractors, brokers, medical practices, and members of the food & hospitality industry in a wide range of legal and financial capacities. His passion is providing resourceful advice to small business owners primarily in the areas of financial planning, insurance, and general counsel.  Jeff graduated from Vassar College with a B.A. in economics. In 2007 he received his J.D. from Seton Hall University School of Law.  

Jeff is affiliated with the New York Women’s Chamber of Commerce and their efforts to create a sustainable virtual business incubation platform for businesses in the Columbia University district. 

Jeff has also held lectures on debt collection practices and business-governance for the New York State Small Business Development Center and Turner Construction School of Construction Management.  His efforts in representing small businesses earned him LAW FIRM OF THE YEAR in 2011 for Growing Businesses as voted by Citibank and the New York Enterprise Report.  Jeff is a member of the New York State Bar Association, and is admitted to practice in New York State and Federal Courts.

In addition, Jeff is licensed to provide financial advice with respect to insurance, disability, asset preservation, and retirement planning for small businesses. 


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