Tools & Extras:

 

Business Performance Test

Take the easy 5 minute test!

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Forecast Checklist

As bankers we generally find client forecasts lack the information that banks need to make decisions.  This checklist will help you produce a product that delights the banker.

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Bank Annual Review Checklist

To all businesses that simply send their financials to the bank to satisfy the bank request – “STOP IT”!  Most of the broken bank relationships we deal with start because the client sends bad numbers to the bank without explanation and are then surprised when the bank doesn’t like them.  This checklist will give you some pointers of things you should consider when communicating your annual performance to your bank.

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Business Credit Application

When requesting finance from a new bank, to expedite the process and demonstrate that your business is a great banking prospect you might wish to consider incorporating some of the detail in this example submission.

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Interested in learning more?

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