Business Banking Accelerator: Helping Clients Become Funding Ready

Business Banking Accelerator: Helping Clients Become Funding Ready

📅 Date: Saturday, August 8th
⏰ Time: 12:00 PM
💻 Location: In Person (Tampa) + Online via Zoom

Register Here: Mxttg.com/events

Are you a CPA, business attorney, business consultant, financial advisor, commercial banker, insurance professional, real estate professional, or another trusted advisor who works with business owners?

Do your clients ever talk about needing more capital for business growth?

Maybe they want to purchase new equipment, expand their operations, hire additional employees, open a new location, purchase commercial real estate, acquire another business, improve cash flow, invest in marketing, or take advantage of new growth opportunities.

The Business Banking Accelerator: Helping Clients Become Funding Ready** is designed for professional advisors and business owners who want to better understand the beginning stages of the business funding process.

During this interactive workshop, we will walk through the initial steps businesses take when preparing to explore capital opportunities — the same process used when helping clients evaluate their funding readiness.

Professional advisors are encouraged to attend and bring clients who may be considering expansion, investments, or additional capital needs.

During This Workshop, We Will Cover:

* Identifying when a business may be ready to explore funding opportunities
* Reviewing personal and business credit profiles
* Understanding what lenders typically evaluate before reviewing applications
* Organizing important business documentation
* Evaluating business banking relationships
* Exploring different types of business capital, including business credit cards, lines of credit, equipment financing, SBA financing, and other funding options
* Creating a starting roadmap for the next steps in the funding process

Interactive Workshop (Bring Your Laptop)

This will not be a traditional presentation. Attendees will begin working through the initial funding readiness process, including reviewing key financial information, documents, and preparation steps businesses should consider before pursuing capital.

Who Should Attend?

* CPAs and tax professionals
* Business attorneys
* Business consultants and coaches
* Financial advisors and planners
* Commercial bankers
* Insurance professionals
* Real estate professionals
* Fractional executives and service providers
* Business owners and entrepreneurs

Advisors: Bring your clients who are looking to grow, invest, expand, or explore additional capital options.

Business owners: Learn the first steps toward becoming more prepared before approaching lenders or exploring funding solutions.

Join a community of business owners and professional advisors focused on helping businesses build stronger financial foundations and prepare for future growth opportunities.

Learn more: www.mxttg.com
Questions or partnerships: [hello@mxttg.com](mailto:hello@mxttg.com)