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What do banks look for?
• The story behind your business
• Management experience
• Operations, objectives, and competitive intelligence
• Financial performance and the “5 C’s” of credit
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When to seek financing and how to align the purpose with the right type of funding
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Understanding cash management: why it matters and how to strengthen your business
• ACH, direct payment, payroll services, and fraud protection
• Merchant services, lockbox, and electronic deposit tools
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Building your business ecosystem and leveraging resources
Learning Outcomes
Participants will leave the workshop with:
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A clear understanding of what banks prioritize when evaluating small business clients
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Practical insight on when and how to seek financing for growth or stability
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Knowledge of key cash management tools that can save time, improve security, and support financial health
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Awareness of resources and ecosystem partners available to help strengthen their business
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