Discover the mandatory steps necessary to prepare a company for bank or investor financing and the documentation you can expect to be asked for when meeting with a lawyer and banker.
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Preparing Your Company to Obtain Bank or Investor Financing

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In this two-part program, Herb Kay and business attorney Lowell Thomas explain the due diligence process of preparing your company to raise money and the corresponding documentation that helps protect you. They provide a checklist of items to help you streamline preliminary meetings with your attorney to save you time and money.

Then, Herb Kay and Bank of Tucson President, Mike Hannley, discuss how to make sure you’re prepared to seek funding from a bank. You'll learn how to find the right banker and ways to put your best foot forward. They will also list what to bring to a meeting with your banker. This includes the specific components of a business plan that a banker will insist on reviewing before considering issuing you a loan. In addition, this webcast comes with several downloadable takeaways to help you get ready, such as your business plan.