Building Your Financial Package

Learn how to compile essential financial documents, including profit & loss statements, cash flow statements, and balance sheets, to present a compelling case to lenders and investors.

Lender and Investor Readiness

Understand what lenders and investors look for, how to structure your funding request, and ways to improve financial positioning to increase approval odds.

Pitching & Presenting Financials

Develop a confident approach to presenting your financial package, articulating business growth potential, and negotiating favorable financing terms.

About the Course

This advanced course is designed to help you structure your financial package, applying everything you’ve learned throughout the Business Boost Program. By the end of this course, you will be equipped with the financial knowledge and tools to secure funding, build credibility with lenders, and position your business for sustainable investment opportunities.

Meet Your Expert Instructor

Hi there! I'm Salena Pryor, and I've spent years mastering the art of underwriting and bank matching. I understand the challenges you face and am here to guide you toward financial success. My goal is to share my expertise and help you navigate the world of underwriting with confidence. Let's embark on this journey together to unlock your full potential!

Course Curriculum

1 Chapter · 10 Lessons

  1. 1

    Business Boost Premium Pack

    1. (Included in full purchase)

      Module 1: Business Infrastructure Fundamentals & Identifying Profit Leaks

    2. (Included in full purchase)

      Business Resource Workbook: Module 1

    3. (Included in full purchase)

      Module 2: Navigating Banking Relationships

    4. (Included in full purchase)

      Business Resource Workbook: Module 2

    5. (Included in full purchase)

      Modules 3-5: From Insight to Income: Strengthening Business and Finances

    6. (Included in full purchase)

      Business Resource Workbook: Modules 3-5

    7. (Included in full purchase)

      Modules 6-7: From Insight to Income: Strengthening Business and Finances

    8. (Included in full purchase)

      Business Resource Workbook: Modules 6-7

    9. (Included in full purchase)

      Modules 8-9: From Financial Gaps to Capital: Strengthening Your Business For Investment

    10. (Included in full purchase)

      Business Resource Workbook: Module 8-9

Ready to Transform Your Financial Future?

Join our course today and take control of your underwriting and bank matching journey. Let's embark on this transformative learning experience together!

Enroll Now