Central Indiana Chapter Event: Lending – The Make or Break of Business Transitions


EPI Members $20  *Members must log into the EPI Member Center to receive the member pricing.

Member Registration

Non-Members $40

Non-Member Registration




Lending – The Make or Break of Business Transitions

Many of the business transition paths available to business owners are dependent upon debt financing. Understanding how a banker views the debt capacity of a business is critical in evaluating a business owner’s options. ESOPs, recapitalizations, buying out partners, management buy-outs all generally require financing. In this interactive session, two banking professionals will discuss their perspectives on lending to businesses to facilitate business transition goals.


Learning Objectives:

  • Understand how a lender evaluates a businesses’ lending capacity.
  • Learn how lenders approach different types of transition options such as ESOPs, Leveraged Buy Outs, etc.
  • Learn about the current lending market, regulatory climate and trends.
  • Discover how and when to get a lender involved in the transition process and how best to work with them.





David Greene, First Vice President, Commercial Banking Manager at First Merchants

David Greene is the First Vice President and Manager for First Merchants Bank Indianapolis Middle Market Group. David has over 30 years of commercial banking experience, most of which have been in the Central Indiana middle market banking segment. He specializes in financing working capital, equipment, management buyouts, private equity transitions, owner occupied real estate and cash management. His target market is companies with $5MM-$200MM in sales.

David graduated from Michigan State University with a Bachelor’s Degree in Business Administration/Finance. He is an active member of St. Maria Goretti Catholic Catholic Church and the Heroes Foundation. David is an avid cyclist as a member of the Heroes Foundation Cycling Team. He and his wife, Annette, have two sons, Jake and Kevin.

Continuing Educationdivider


 CEPAs receive 1 CE credit

CPAs receive 1 CPE credit

Screen Shot 2015-08-21 at 9.48.20 AM


Thank You To Our Sponsordivider