Practical Resources for Better Business Decisions

Explore complimentary assessments, workbooks, playbooks, and educational resources designed to help you evaluate your business and prepare for its next step.

Whether you are evaluating a new idea, preparing to seek financing, or trying to organize your business, these resources provide a practical place to begin.

Free Business Planning Tools

Download practical resources designed to help you organize your business, evaluate your readiness, and prepare for important decisions.

Lender Ready Playbook

A Playbook for Established Service-Business Owners

Learn how to begin preparing for business financing before an urgent need or application deadline arises.

The free Lender Ready playbook explains:



• Why business loans may be declined
• The factors lenders may evaluate
• Why cash flow matters
• The types of documents a lender may request
• What makes a lender-ready business plan effective
• How to prepare before applying
• What business owners may need to track after closing

Business Loan Readiness Assessment

How Prepared Are You to Approach a Lender?

Complete the 25-question Business Loan Readiness Assessment to evaluate key areas of your current preparation.

The assessment takes approximately 10 to 15 minutes to complete.

The intended response may include:

• A lender-readiness score
• The three gaps most likely to delay or affect the application
• One priority item to address first

These deliverables and the response timeline must be confirmed with the client before publication.