We will meet with you to get an understanding of your needs to build the business plan. We will sit with you during business meetings with the bank and tailor your business plan to the demands of the bank.

Topics that we will discuss in the business plan include but are not limited to:

  1. Income generating and cost saving opportunities
  2. Financial potential
  3. Products and services
  4. The industry
  5. Competition
  6. The market
  7. Pricing
  8. Operating plan
  9. Personnel plan
  10. Keys to success
  11. Strengths
  12. Weaknesses
  13. Opportunities
  14. Threats