Description
This session would help entrepreneurs understand how banks evaluate businesses and how owners can position themselves for financing before they actually need it.
Potential topics could include separating business and personal finances, establishing a banking relationship, business checking and savings, cash-flow management, understanding financial statements, traditional loans versus lines of credit, SBA-backed lending, alternative sources of capital, preparing for a loan application, and common reasons businesses are declined.
A banker or business relationship manager would be especially valuable for this session.
Participant Takeaway: A “Capital Readiness Checklist”