Small Business Financial Wellness
Know your finances. Reach your goals.Schedule an Appointment
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 Review
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.
In loans and lines1 for small businesses across sectors as a top SBA lender.
Committed to helping communities where you live & work.
The folks at Key made me feel extremely comfortable and were very easy to work with.
We needed help to work out a real estate purchase and remodel. Our KeyBank banker worked with us to get everything done.
The city is changing so fast, it’s an honor to be part of a small, 1,000-square-foot legacy that makes this city so special.
Schedule your Financial Wellness Review today.
Tell us what branch you would like to visit.
- What is covered during a Small Business Wellness Review?
A Small Business Wellness Review focuses on four main categories:
Each business has a story, and we want to know yours. Share with us what’s important to you.
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.
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.