Let’s talk about some of the major issues that will undermine your relationship as a business owner with your banker, in order to avoid them….Read more »

As a business owner, you need to plan for the unexpected as well as for the potential succession of your business. Here’s why it’s important….Read more »

A well-managed business operates proactively rather than reactively. Having a plan shows bankers you are not a risk to the bank. Here’s how to display planning….Read more »

Just like you want to have a relationship with your customers, your banker wants to have a relationship with you. Let’s talk about what that looks like….Read more »

The reason you are in business is to meet customer needs, and bankers like seeing customer-focused businesses. Let’s look at how to show your banker your focus….Read more »

Your banker is a professional, and as a business owner, you should present professionally as well. Here’s how to demonstrate professionalism to your banker….Read more »

You may be skilled in your particular craft, but there’s many aspects of a well-run business. If you do not have these skills, here’s how to find those who do….Read more »

Bankers understand business, and they recognize well-managed businesses when they see them. Learn what they are looking for….Read more »

In my interviews with bankers, proactive communication landed high on their list of what their best customers do well. Here’s how to talk with your banker….Read more »

As a business owner, you need to understand credit, risk, and how your banker measures your credit worthiness. Let’s look at the five C’s of credit….Read more »