With summer upon us, it is a great time to check in with your banker and update him or her on the 2024 results and your plans for 2025! Although tax returns may not be available yet, you probably have the year-end balance sheets and income statements, and you can be sure your trusted banker would be happy to take you to lunch and review the latest results.
Why share your results? Keeping your banker informed about how your business is doing allows them to step in and help if needed and will enable them to plan out approvals for anything coming up in 2025. It also allows them to talk about an