Empowering SMBs for Success
Transform Your Business into a Lender-Ready Success Story
Learn the language of lending, optimize your business, and unlock the capital to fuel your success story.
Is Your Business Ready for Its Next Step?
Are you…
- Getting turned down for business loans despite having a profitable business?
- Struggling to organize your financials in a way that impresses lenders?
- Unsure if your business systems meet current lending standards?
- Ready to expand but lack the funding to make it happen?
- Finding it challenging to manage cash flow effectively?
- Looking to improve your financial management skills?
If you answered ‘yes’ to any of these questions, you’re in the right place!
The Becoming Bankable® Program
The Becoming Bankable® Program is structured as a progressive ecosystem, allowing business owners to engage at the level that matches their readiness, urgency, and growth goals.
There are 5 Components of the Becoming Bankable® Program:
- Free Resources
Foundational tools, insights, and educational content designed to help business owners assess where they are today and begin building capital readiness with clarity and confidence. - Membership
Ongoing access to curated content, timely insights, and practical guidance that helps business owners stay informed, strengthen financial decision-making, and maintain momentum between funding milestones. - Becoming Bankable® Essentials
A structured, step-by-step learning experience that translates lender expectations into clear actions. Essentials focuses on strengthening financials, improving documentation, and positioning the business for successful capital conversations. - Becoming Bankable® Accelerator
Advanced, implementation-focused support for businesses actively preparing to pursue funding. The Accelerator emphasizes execution, lender alignment, and readiness for real-time borrowing opportunities. - VIP Consulting
High-touch, 1:1 advisory support for business owners with complex situations, time-sensitive capital needs, or significant growth plans. VIP Consulting provides customized strategy, direct guidance, and hands-on support through critical capital decisions.
The Becoming Bankable® Essentials program, that transforms how businesses prepare for and secure funding, is our most requested component.
This comprehensive 12-module system helps business owners master the financial systems, documentation, and strategies that lenders require.
Available as self-paced learning, group coaching, or personalized one-on-one sessions, the program has helped businesses successfully prepare for and secure loans.
More than just loan preparation, it’s a complete system for stronger financial management and sustainable business growth.
Flexible Learning Options
Self-Paced Online Course
- Complete 12-module curriculum
- 24/7 access to all materials
- Real-world Case Studies
- Companion Workbook
Group Coaching Sessions
- 2-hour sessions (6)
- Peer learning environment
- Direct expert guidance
- Optional implementation support
V.I.P 1-on-1 Coaching
- Personalized coaching plan
- Direct access to expert advice
- Custom implementation support
- Regular progress reviews
What Our Clients Are Saying…
I joined the Becoming Bankable Essentials Program because I wanted to better understand how to work with banks, apply for loans, and avoid financial pitfalls as a small business owner. The program exceeded my expectations, thanks to our amazing instructor. Her energy and the way she broke down the sessions made the content easy to grasp and incredibly engaging.
Uli L.
What stood out to me the most about this program was its practical application. The use of case studies, real-world scenarios, and discussions made the material highly relevant. Additionally, the inclusion of resources and guidance on identifying key individuals and tools was incredibly helpful.
Sylvia D.
Through this program, I accomplished a great deal, including strengthening my relationships with financial institutions and gaining a deeper understanding of the importance of marketing research. I also realized that financial problems are solvable with the right tools, support, and expertise.
Aida K.
The program provided user-friendly and detailed information, and I really appreciated the small group setting that allowed us to share experiences and hear questions from other business owners. It helped me get my numbers together more cohesively and strengthened my relationship with my banker.
Michelle V.
Master Business Finance at Your Pace
Transform your business finance acumen through 12 interactive modules designed for busy business owners. Learn from real-world case studies and apply hands-on assignments directly to your business.
Build the financial foundation lenders look for:
- Use financial data to drive strategic decisions
- Develop financial documentation that fast-tracks lender decisions
- Master credit and cash flow management techniques
- Learn from real business success stories
Self-paced learning with expert narration and practical workbooks.
Master Business Finance Together
Fast-track your financial journey through our intensive training program with expert instructors and fellow business owners. Get real-time answers and learn from shared experiences.
Build your funding readiness through:
- Live instruction and collaborative problem-solving
- Immediate feedback on your specific challenges
- Essential credit and cash flow strategies
- Financial documentation that meets lender requirements
Complete access to online modules, workbooks, and real-world case studies reinforces your learning.
Flexible class schedules available to suit your organization’s needs.
Accelerate Growth Through Executive Coaching
Transform your business through one-on-one strategic coaching designed for driven business leaders. Work directly with an expert to fast-track your funding readiness while addressing your unique business challenges.
Your executive partnership includes:
- Strategic financial planning aligned with your growth vision
- Side-by-side implementation of proven strategies
- Real-time guidance and strategy refinement
- Direct expert support when you need it
Complete access to online modules, workbooks, and case studies supports your journey.
By application only to ensure the right fit for transformative results.
Master Business Finance Together
Fast-track your financial journey through our intensive training program with expert instructors and fellow business owners. Get real-time answers and learn from shared experiences.
Build your funding readiness through:
- Live instruction and collaborative problem-solving
- Immediate feedback on your specific challenges
- Essential credit and cash flow strategies
- Financial documentation that meets lender requirements
Complete access to online modules, workbooks, and real-world case studies reinforces your learning.
Flexible class schedules available to suit your organization’s needs.
Accelerate Growth Through Executive Coaching
Transform your business through one-on-one strategic coaching designed for driven business leaders. Work directly with an expert to fast-track your funding readiness while addressing your unique business challenges.
Your executive partnership includes:
- Strategic financial planning aligned with your growth vision
- Side-by-side implementation of proven strategies
- Real-time guidance and strategy refinement
- Direct expert support when you need it
Complete access to online modules, workbooks, and case studies supports your journey.
By application only to ensure the right fit for transformative results.
Took our Lender-Readiness Quiz? Great!
Schedule your free 30-minute call now to discuss your results and funding opportunities. [Book Your Call Now!]
Didn’t take the quiz yet? Really?
Get your loan readiness score in 2 minutes and discover your funding potential. [Start Quiz]
Have Questions?
Learn more about our Becoming Bankable Program here.
*No obligation, no pressure – just practical insights for your business growth