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Lender Meeting Prep Guide

Prepares you for the first conversation with a lender or CDC: what they will ask about your business, your numbers, your credit and your request, and what a strong answer covers.

What’s included

• Questions by topic
• What a strong answer covers
• Documents to bring

Every AceTheSBA product comes with

• Step-by-step instructions for every section
• A completed example for a fictional business
• References to the SBA rule each part applies
• Editable Word, Excel or PowerPoint files
• A version showing the SBA rules it follows (SOP 50 10 8.1)
• Documents for your lender kept free of AceTheSBA branding