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How to Build a Strong Relationship with Your Banker

 
  Arthur F. Rothberg, Managing Director, CFO Edge, LLC  
   
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  Article Summary  
Understanding how to build a strong relationship with your banker is as critical as cultivating positive relationships with your CPA and attorney.

Indeed, the phrase, "triad of advisors," is frequently used to refer to these three professionals and their roles as key resources for business owners.

Connecting now - not just when a loan is needed - recognizes your banker as a powerful go-to resource for input on challenges and goals.

Ongoing communication along with sharing important developments positions your banker as a partner who will work with you to develop solutions in areas of your business that go beyond loans.

Greater Los Angeles and Southern California executives interested in ways to enhance their banker relationships can benefit from talking with a provider of outsourced CFO services.

A professional CFO brings deep expertise in building and maintaining mutually beneficial relationships with business bankers - from sourcing the right bank to preparing GAAP-compliant financials that give bankers the comprehensive and accurate financial views they need to work best with you.

  Open as PDF Open the entire article as a downloadable PDF (No form completion is requested.)  
     
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