Business Formation

  • Business Plan Overview (Goes with Business Plan Notes)
  • Business Plan Notes (goes with Business Plan Overview)
  • Business Plans – LivePlan Format
  • Monthly Operating Projections (spreadsheet package)
  • Business Ownership

Marketing & Salesmanship

  • Marketing Plans
  • How to Sell Products
  • How to Sell Services


  • Customer Service
  • Open to Buy – Sample Form
  • Winning Strategies for Independent Retailers
  • Winning Strategies for Business
  • Secrets of Surviving and Thriving
  • Vital Signs
  • Basic Human Resources
  • Business Licenses, Permits & Ownership
  • Business Agreements


  • Financial Management for Small Businesses
  • What’s It Worth
  • Financial Projections


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This webinar provides a quick overview of business loans. Pay particular attention to the seven (7) factors listed under “Be Prepared”. Identified there are the critical components of a loan package. Often a business owners loan is denied, or worse yet, not processed, because there is missing information requested by the lender. There are also some ratios identified that loan underwriters may use in evaluating your loan application. Triggers for a “yes or no” decision.

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