The Right Loan, The Right Amount

The Right Loan, the Right Amount

A Loan Readiness Workbook for Small Businesses and Nonprofits

Before you approach a lender, know what the money is for, how much you need, and how you will repay it.

The Right Loan, the Right Amount gives small business owners and nonprofit leaders a structured process for evaluating borrowing readiness, sizing a financing request, comparing lenders, and preparing an organized loan package.

For advisors and organizations preparing borrowers:

Give clients a repeatable process they can complete before a lender meeting and revisit as their financing needs change. Organizational licensing is available for SBDCs, Women’s Business Centers, chambers, economic development organizations, banks, credit unions, CDFIs, nonprofit associations, and business advisors.

Two worked examples, a small business and a nonprofit, carry the calculations through the workbook so you can follow the process before applying it to your own numbers.

15 practical worksheets included.

What you receive:

A 64-page downloadable, fillable PDF. Complete the fields digitally or print the workbook for handwritten use. No physical product is shipped.

Licensing:

The standard purchase includes a single-user license for use with that person’s own business or organization. Client distribution, workshops, cohorts, and other multi-user uses require the appropriate license. Organizational, network, workshop, advisor, and co-branded options are available.

Request licensing information at:

https://www.ticalearningsystems.com/licensing

This workbook provides general education and does not guarantee loan approval. It does not replace individualized legal, tax, accounting, or investment advice. Confirm current program requirements and lending terms with the applicable lender.