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Small Business Planner…good for Medium-size business owners too!

The Small Business Association (SBA) has a lot of good information at the Small Business Planning section of their website and here are two ways to use it:

Your own learning curve.
For business lenders, learning more about business may be as important as keeping up on the lending products you offer. To your business borrowers, a resource for ideas trumps a listening ear. And both beat a lender who is talking more about their lending product than about the borrower’s business.

A resource to your business borrowers…and an excuse to get in touch.
Once you are familiar with the site, you’ll know when to refer your business borrowers to it. Targeted suggestions of helpful information are always appreciated. And referring your business borrower to a helpful resource is a great excuse for another contact with them. Consider an email that says: “I was reviewing this website that is so helpful to business and thought of you because…”.  They’ll love that you were thinking of them and appreciate the resource.

About the Author
Linda Keith CPA is an expert in credit risk readiness and credit analysis. She trains banks and credit unions throughout the United States, both in-house and in open-enrollment sessions, on Tax Return and Financial Statement Analysis. She is in the trenches with lenders, analysts and underwriters helping them say "yes" to good loans. Creator of the Tax Return Analysis Virtual Classroom at, she speaks at banking associations on risk management, lending and director finance topics.