How to Prepare Your Business and Your Financials to Get a Loan

A Conversation with Zions Bank Community Banking Relationship Manager Jon-Michael Patton

Please join us via Microsoft Teams invite supplied at time of registration.

Understanding the qualifications for and seeking a small business loan can be an intimidating proposition if you’ve never done it before and don’t know how to navigate the process. Before you approach a financial institution with your request it’s advisable to do a bit of homework and some preparation, but where do you start?

In this complimentary 30-minute, virtual discussion using Teams technology, you will learn about:

• Income Statement- Cash flow available to service debt
• Balance sheet- Liquidity and Leverage
• Personal Financial Statement- Outside personal net worth
• Projections- What qualifies and when to use them
• Market Considerations and SBA Financing

Webinar Details

• Cost: Complimentary, but you must register to reserve a virtual seat
• Place: Virtual session using Teams Technology
• Register: via Eventbrite or call (208) 501-7573