Don’t put the cart before the horse when applying for loans. You may not realize it, but the first time you walk into a bank to speak with someone you need to be prepared to speak intelligently about your business’s health, strengths, and opportunities.

This workshop is meant for established business owners seeking to grow their business by obtaining a loan. You will learn the key metrics bankers look for to assess your lendability, as well as how to craft a narrative around your business financials that will project the shining image of a low risk loan applicant.

• Access to our Loan Packaging Research Process, that can aid in the loan application process
• Panel of current and former bankers and what they look for
• Information on key elements of a loan proposal

Established business owners looking to:

• Businesses Trying to Expand by Obtaining a Loan
• Businesses with at least 3 years of Tax Returns
• Businesses with 3 Years of Accurate and Timely Financial Statements