Financial Planning Tools Available

Your financials are the pulse of your business. It’s how lenders can tell if your business is alive and what the odds are that it’s going to keep going. We require every loan applicant to submit cash flow projections to us. However, most business owners don’t really know how to put them together.

Business owners are constantly asking us to help them develop their cash flow projections. To make the process easier, we have developed a series of templates to help you understand and compile your own financial reports. The following templates are available – complete with instructions and sample data to help you make sense of it all: