PowerPoint Presentation (PDF) - Associated Builders and Contractors
PowerPoint Presentation (PDF) - Associated Builders and Contractors
PowerPoint Presentation (PDF) - Associated Builders and Contractors
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Building <strong>and</strong> Maintaining the RelationshipTreat lender as a business partner, not an adversaryOpen <strong>and</strong> effective communication– Maintain <strong>and</strong> provide quality, timely <strong>and</strong> accurate financial information– Regular meetings with your lender; include other advisors when possible– No surprises!– Be conservative – exceed projections vs. explaining why forecasts were notachievedDiscuss significant business decisions with your lender early‐onProvide required information timely <strong>and</strong> accurately
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