From Interior Savings Credit Union

More Than Numbers Can Say

The Business Planner helps you map your road to success. Lay out your business strategy, analyze your markets and establish your financial plan with this interactive step-by-step resource. You’ll gain a better understanding of your business goals and where a lender can help you achieve them.

The Business Planner identifies your unique business needs by collecting essential details across three key areas:

• Your Business Profile: Share insights about your business, its environment, marketing strategies, and operations.
• Real People Behind the Business: Highlight your experience, personal financial profile, and a summary of assets, liabilities, and income.
• Your Business’s Financial Profile: Provide key financial details, including income and expense statements, a financial overview, and cash flow forecasts.

By completing this planner, you’ll create a customized financing strategy to support your business’s success.

Note: Your local credit union will likely have a similar business planner.

In need of financing to support your plan, learn more about WeBC Financing Options.