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James A. McCain, Ph.D.
Accredited Associate of the
Institute for Independent Business
Member of the
Executive Councellor Guild
All Business Advisor
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Bank relations
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TRANSMITTAL LETTER:
One page
Brief outline of what we are proposing
Reference the package for supporting information
Thank you for your consideration
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On many of our projects, we find clients who are in need of raising outside capital for expansion, retirement of current debt or other reasons.
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A word document that idetifies the critical elements of a bank presentation.
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The purpose of this procedure is to outline the steps to follow to secure a business relationship with a financial institution.
Word format.
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A sample bank presentation template in word format.
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