Move the Deal Forward- Charlottetown, PE

Move the Deal Forward: Business and Equipment Valuation for Commercial Lenders

A practical, case-based briefing on collateral, cash flow, and business value

Commercial lenders work hard to help good loan opportunities move forward. Yet a file can stall when the equipment is missing, the asset list is incomplete, or the values in the proposal don’t hold up.

A credible appraisal can give you better information to bring into the lending process. It can help you address questions early, support a viable opportunity with clear evidence, protect the bank’s position, and sometimes uncover collateral value that was overlooked or underestimated.

Join David C. Barnett for a practical briefing on how business and equipment valuation fit into commercial lending. Through real case examples, you’ll see how values can differ depending on the assets, the intended use, the market conditions, and the time available for a sale.

• When equipment value may affect a business purchase, secured loan, or refinancing opportunity
• How common equipment value definitions differ, including fair market value, fair market value in continued use, orderly liquidation value, and forced liquidation value
• What to look for when asset lists, seller claims, book values, or informal estimates may not tell the whole story
• How missing, outdated, specialized, installed, or hard-to-move equipment can affect a lending file
• When a desktop, remote, or site-visit appraisal may be appropriate
• How equipment value relates to the overall value of a business, including goodwill and operating capital

The cases include equipment that was missing or older than represented, specialized assets with few comparable sales, and situations where market changes affected value.

They also show why an appraisal may reveal a shortfall—or support more financing than people initially expected.

This briefing is designed primarily for commercial lenders, including account managers, business development officers, and others working to advance business loan opportunities.

Accountants, lawyers, and other business advisors such as business coaches and consultants who support business financing or transfers are welcome.

David C. Barnett is the founder of Advantage Liquidity Partners Ltd. and a Certified Machinery & Equipment Appraiser. He has worked on more than 1,000 small-business appraisals and over 650 machinery and equipment appraisals since 2008. His firm serves clients across Canada and the United States.

Location: Charlottetown, Prince Edward Island
Date: December 1, 2026
Formal session: Concludes at 4:00 p.m.

Choose the in-person or online attendance option when registering. Online registrants will receive the session audio recording, slides, a written summary and the attendee gift in the mail.

A hardcover copy of is included with registration CAD$55.00 retail value.

A certificate of attendance showing the instructional time will be available upon request. Canadian CPAs and lawyers may be able to record eligible learning as verifiable CPD; please confirm eligibility with your professional body or employer.

After the formal session, stay for a drink, networking, and deep-dive Q&A. This is a chance to explore the case stories more fully, compare experiences, and continue the conversation with David and other attendees.

Event venue & nearby stays

The Gahan House, 126 Sydney Street, Charlottetown, Canada

Concerts, fests, parties, meetups — all the happenings, one place.

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