What if you knew exactly what a banker looks for before you applied for financing?
Whether you’re starting a business or preparing for your next stage of growth, this five-part workshop series will help you understand how lenders evaluate your business and what you can do today to improve your chances of securing financing.
Who Should Attend
- Entrepreneurs considering starting a business
- New business owners
- Existing businesses preparing to seek financing
- Business owners wanting to better understand their financial statements
What You’ll Gain
- Learn how bankers evaluate loan applications
- Understand the financial statements lenders rely on
- Build confidence in discussing your business finances
- Prepare a stronger loan package
- Position your business for funding success
CLICK BELOW TO REGISTER FOR ONE OR MORE SESSIONS
Workshop Schedule
Wednesday, August 12, 2026 | 4:00-5:30 pm
It all starts with you. Let’s explore how banks evaluate your personal information and what you can do to strengthen it.
Wednesday, August 26, 2026 | 4:00-5:30 pm
Why do most bankers look at your Business Balance Sheet first, and what are they looking for? You should be looking at the same thing; let’s talk about it.
Wednesday, September 9, 2026 | 4:00-5:30 pm
How to lay out your Income Statement with Variable Costs and Fixed Costs and why that is important. How do banks assess your CF and repayment ability using your Income Statement…. and your Balance Sheet. Projections are easier than you think!
Wednesday, September 23, 2026 | 4:00-5:30 pm
First things first… but what are the “first things”? What does any banker, or investor want to see and why?
Wednesday, October 7, 2026 | 4:00-5:30 pm
What type of loan do you need, and where can you find it? Picking an informed and helpful banker will help you more effectively and longer than just picking a bank. It is worth the effort!
The North Texas Small Business Development Center Network is funded in part through a Cooperative Agreement with the U.S. Small Business Administration and Dallas College. The North Texas SBDC is an Accredited Member of the Association of Small Business Development Centers. SBDCs are supported by the U.S. Small Business Administration and extended to the public on a non-discriminatory basis. The SBA cannot endorse any products, opinions or services of any external parties or services. Reasonable accommodations for persons with disabilities will be made if requested at least two weeks in advance. Language assistance services are available for limited English proficient individuals. This training event is supported by federal taxpayer funds. By registering, I certify that I am legally authorized to receive services funded by U.S. taxpayer dollars, in accordance with applicable federal law and Executive Order 14218 ‘Ending Taxpayer Subsidization of Open Borders’ (February 19, 2025).
