Small Business Financial Review
there’s nothing small about your potential.Schedule an Appointment
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.
Here's what to expect:
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Schedule to review your small business financial plan today.
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- What is covered during a small business financial review?
A small business financial 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 financial goals with a detailed plan.
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 plan and move your business forward.
- Why would I need a small business financial review?
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 wellness 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.
- How can I prepare for my small business financial review? Do I need to bring anything?
You’re not required to bring documents, but we do recommend having any information that might help us see your business’ 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.
- Is there a fee for the small business financial review and will I be required to purchase anything?
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.