You know your business better than anyone. Tell us about it. We’ll talk money, goals and what’s standing in your way. Then, we’ll work on a financial plan.
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Frequently Asked Questions
A small business financial review is a stress-free, open conversation with a banker about your business and your operations. We’ll use our expertise to recommend solutions for you to help you meet your goals.
At your small business financial review, your banker helps you determine if the accounts, products and services you have are still the right fit for your needs. If you’ve just expanded and need to purchase real estate, are looking for efficiencies in payments or are thinking about securing your business for the future, it’s a great time for a review.
A great way to prepare for your small business financial review is to do a quick, online Small Business Check-In. In just a few questions, the tool learns about your priorities and presents relevant insights that can facilitate your discussion with a banker during your small business financial review. Learn more.
You’re not required to bring documents, but we do recommend having any information that might help us see your business's complete financial picture. It would be helpful to know the revenue of the business and relevant accounts along with the expenses you face and information about loans or credit you hold, so you can get the most from your time with us.
No, small business financial reviews are always provided at no charge. Based on your conversation and goals, your banker may make recommendations for you to consider certain accounts or services that could benefit your business plans.
All credit products are subject to collateral and/or credit approval, terms, conditions, availability and are subject to change.
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