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“Preparing for ‘Your Ask'” Checklist

When you are in business, it is inevitable that at some point, you will likely need to seek out and apply for a business loan. Whether you are going to be visiting with a bank, credit union, investor, or any other type of financing or investment dollars entity, you are going to need to prepare a package we like to call, “Your Ask.”

This packet will provide you the foundation for discussions to show the viability of your business and whether or not you have the ability to pay back the loan. Download our free checklist for a list of the items you should assemble for “Your Ask” PRIOR to visiting with your lending about your financing needs.