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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:

Tell us where your business finances are today. We’ll use our proprietary, award-winning review tool to guide our conversation and build a plan.

See how Key clients in similar industries and circumstances have made progress. We’ll put together the right solutions, backed by a team of experts to support you.

See personalized, comprehensive options to help you reach your small business’s financial goals. Whether they’re to improve business cash flow, manage revenue and working capital, expand operations or fund large purchases, our team is here to support your business goals.

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 lines1 for small businesses across sectors as a top SBA lender.

$16.5 billion

Committed to helping communities where you live & work.

Schedule to Review Your Small Business Financial Plan Today

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Common Questions

What is covered during a small business financial review?

A small business financial 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 financial goals with a detailed plan.

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 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 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.

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.

Success Stories

this owner used her bank relationship to lessen the impact of the pandemic.

Credit Cards

up to 2% unlimited cash back on purchases, plus a $200 welcome bonus, with our Business Rewards Card.

Key CashFlow

cut the time you spend on business payments in half.


All credit products are subject to credit approval.

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888-KEY4BIZ (539-4249)

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