Lunch & Learn: Getting Ready for the Bank

Description

To get funding from the bank, the bank will need both budgets and documentation of your key activities. By providing critical information that is already prepackaged for ease and convenience, you can save valuable time and speed up the processing time of your loan request. Get an overview of all the different documents that should be produced for the bank holder. The following items give the bank insight into your business. Are you prepared to provide and discuss these things?  Company Organization Documents? Company Profile? Client List? Marketing Plan? Agreements and Contracts ? Risk Analysis? Personal Finances? Company and Household Budget? Collateral? Credit History? Proof of Capacity to Repay the Loan? Capital Assets? Sign up to learn more, and get ready for the bank! Speakers: Aundrea Wilcox - KOSBE Executive Director; Mike Hill - First Citizens Bank; Allison Elliott - First Citizens Bank