Getting Ready for the Bank

Topic: Financing
Thursday, January 22, 2015 12:00 PM to 1:30 PM

To get funding from the bank, the bank will need both budgets and documentation of your key activities. By providing critical information that is already prepackaged for ease and convenience, you can save valuable time and speed up the processing time of your loan request.

Get an overview of all the different documents that should be produced for the bank holder.

The following items give the bank insight into your business. Are you prepared to provide and discuss these things?

• Company Organization Documents
• Company Profile
• Client List
• Marketing Plan
• Agreements and Contracts
• Risk Analysis
• Personal Finances
• Company and Household Budget
• Collateral
• Credit History
• Proof of Capacity to Repay the Loan
• Capital Assets

Sign up to learn more, and get ready for the bank!

Speaker(s): Aundrea Wilcox - KOSBE Executive Director; Mike Hill - First Citizens Bank; Allison Elliott - First Citizens Bank

Co-Sponsor(s): KOSBE, Kingsport Chamber of Commerce, SBDC at ETSU Kingsport Affiliate Office; First Citizens Bank

The cooperative agreement between KOSBE and East Tennessee State University is partially funded by the U.S. Small Business Administration (SBA). SBA’s funding is not an endorsement of any products, opinions or services. SBA funded programs are extended to the public on a non-discriminatory basis. Additional funding is provided by the Tennessee Board of Regents and the state of Tennessee.

Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Please contact Dana Glenn - 423.392.8825;; 400 Clinchfield Street, Suite 100, Kingsport, Tennessee 37660.

Fee: Free

Phone: 423-392-8825
Email: Send


400 Clinchfield Street, Ste. 100,
Kingsport TN, 37660
For driving directions, enter your street address and/or zip code