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When your banker knows your business like you do, you get better service and better results. So meet with us. Share your motivations, and gain the perspectives and resources to help you reach your goals.

What to expect at your Small Business Financial Review


Tell us where your business finances are today. We’ll use our proprietary review tool to guide our conversation and reveal opportunities.


See how Key clients in similar circumstances have made progress. We’ll put together the right team of Key experts to advise you.


See personalized, comprehensive options to help you reach your goals, whether they’re to improve cash flow, revenue and working capital management, expand operations, or fund large purchases.

We don’t just work here, we live here too.

Key bankers are part of your community, and we’re backed by national resources.


Small business clients growing with Key.

$4.5 billion+

In loans and lines for small businesses across sectors as a top SBA lender.

$16.5 billion

Committed to helping communities where you live & work.

KeyBank shared my entrepreneurial spirit. And with people like that behind you, you’re bound to have success.

Andy Moquin, Owner, Andrews Jewelers

I love being able to work with a local team, and I appreciate that they were able to truly understand our goals and guide us to the right options for our company.

Jonathan Loomis, CFO, Baseballism

I have a 10-year relationship with KeyBank and will continue to work with them as my business grows because they have given me the freedom to be me, no matter how crazy my ideas may seem at first.

Justin Cucci, Owner, Edible Beat

Common Questions

What is covered during a Small Business Wellness Review?

A Small Business Wellness Review focuses on four main categories:

Your Business
Each business has a story, and we want to know yours. Share with us what’s important to you.

Your Operations
The more we understand about how you run your business – from cash flow management and financing needs to how you make and receive payments -- the better we can support your needs and goals.

Our Expertise
Let us show you industry-specific solutions backed by the experience and knowledge of our bankers.

Choose from options selected based on your specific needs, so you can move your business forward.

Why would I need a Small Business Financial Wellness Review?

A Small Business Financial Wellness 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.

Your Small Business Financial Wellness Review will allow your banker to help determine if what you currently have is still right for your needs. If you’ve just expanded and need to purchase real estate, are looking for efficiencies in payments or you’re thinking about securing your business for the future, it’s a great time for a review.

How can I prepare for my Small Business Financial Wellness Review? Do I need to bring anything?

You’re not required to bring documents, but we do recommend having any information that might help complete your business’ 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.

Is there a fee for the Small Business Financial Wellness Review and will I be required to purchase anything?

Remember, Small Business Financial Wellness Reviews are provided at no charge. After the conversation, your banker can make recommendations on banking products and services that may benefit you, but you’re under no obligation to purchase anything.

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