Tax Return & Financial Statement Analysis

You need to: reach out to your borrowers, in tough times and in triumph. present your ideas to your mentor lender, or the loan committee, in a way that accomplishes your goals and advances your... Continue Reading

Success in business is dependent on success in sales and marketing. In this episode we will tackle three key strategies successful businesses employ. If you lend to businesses or business owners,... Continue Reading

As we get ‘back to work’, expectations for polish and impact in virtual meetings will go up. The casual, lowered expectations during the recession will be replaced by an assumption... Continue Reading

The economy is in freefall, or chugging right along, or recovering…depending on who you listen to, who you are and what business you are in. Perhaps today’s news headlines have your stomach... Continue Reading

As we emerge from the Global Pandemic Recession, the Board and Management have critical indicators to watch closely. Some of them are the usual, some of them are specific to recovery from a... Continue Reading

Learn what our most successful business clients are (or should be) considering now to solidify their successful transition …or to recover … from the challenges of the pandemic... Continue Reading

How does the lender recognize that a business is (or should be) in leadership succession mode? How long before the owner plans to exit should they start this process? What are the steps? How has... Continue Reading

Risk appetite is a responsibility of both the Board of Directors and of Management. How exactly does it get decided, defined and communicated? How do Directors and Management insure they are in... Continue Reading

In this episode, we are going to learn what our most successful business clients are (or should be) considering now to solidify their successful transition — or to recover — from the challenges... Continue Reading