Small Business Services
Business Plan Creation
Helping develop comprehensive business plans tailored to individual needs.
Understanding Financial Statements
Offering guidance on how to interpret financial statements to improve business management.
Financial Projections
Assisting in the creation of realistic financial projections to plan for the future.
Preparing for Loan Applications
Providing support to prepare thorough and compelling loan applications.
Identifying Appropriate Funding Sources
Helping identify and secure the most suitable funding sources for the business.
Credit Memo and Document Preparation Training
Training on crafting credit memos and preparing essential loan documents for efficiency.
Community Lending and Loan Services
Loan Policy Creation and Review
Assisting in creating and reviewing loan policies with staff to ensure appropriateness.
Lending Staff Readiness Assessment
Evaluating the readiness of lending staff and providing necessary training.
Loan Application Review Training
Offering training on reviewing loan applications and relevant financial statements.
Credit Memo Review and Template Creation
Reviewing sample credit memos and helping establish a standardized template.
Loan Document Preparation Training
Training on preparing loan documents: commitment letters, promissory notes, and security agreements.
Loan Closing Training
Training on closing a loan, including creating a comprehensive closing document list.
Get In Touch
I provide bespoke strategies to bolster your community's growth. Reach out to discuss how I can support your financial needs.