Join Rich Russakoff and Bob Hernandez, co-founders of The Capital Masters, for an exclusive webinar and personal conversation. Do you have the right financial plan for 2021? covers the specifics of the current lending climate and how to prepare to secure the capital you need for next year.

1. THE RIGHT
FINANCIAL PLAN
DO YOU HAVE
FOR 2021?
PRESENTED BY
RICH RUSSAKOFF AND BOB HERNANDEZ
Making a Strong Business Case for the Bank

2. Banks will re-focus on
knowing their customer.
Be ready to be open,
transparent, and non-
confrontational.

3. Banks also need to know their
customers intimately to assess
lending risks and devise the right
sales and service strategy.
If they make a loan they will likely
expect a relationship outside of
purely non-interest income.

4. Be Ready to Explain
Why do you need the
financing?
What will it do for
your business?
How will the loan
be repaid?
01 02 03
How has the pandemic
affected your customers,
business model, revenues
and expenses?

5. Be Ready to Explain
Do you know your
competition?
What is your unique
competitive advantage?
Can you explain and
document your financial
and operational
performance?
Do you know your
relevant and important
metrics?
Where do you stand?
04 05 06

6. You may be treated like a start-up.
Banks WILL NOT be running and
gunning for your business.
Be ready to justify, substantiate
and make a strong business case.

7. Think like you are pitching
to the credit officer NOT
the loan officer.

8. IF YOU NEED FURTHER ASSISTANCE WITH FUNDING
contact us: social@thecapitalmasters.com

9. DO YOU HAVE THE RIGHT
FINANCIAL PLAN FOR 2021?
Entrepreneur's Intensive Program by
25 January 2021 kick off date
visit www.thecapitalmasters.com

10. A creative marketing and
writing team working with
your existing marketing team
to tweak your package, make
it pop and develop the book
that will be presented to the
banks.
THE PROGRAM INCLUDES:
Bob Hernandez working
alongside your accounting team.
His lifetime experience as a
credit officer means he has your
opponents' playbook, knows the
current lending climate and
what you need to provide the
bank with to secure funding.
Rich Russakoff's 30 year
experience writing
winning packages for
clients, working alongside
your CEO on perfecting
your strategy and
business questions.
Fractional CFO Strategic Counselor Bank Marketing Team

11. IF YOU NEED FURTHER ASSISTANCE WITH FUNDING
contact us: social@thecapitalmasters.com