We develop a road map for your
small business banking needs.
BankSolve Services
General Banking Assessment
Together, we’ll review and assess the account types and how you are paying for banking services as well as how much you’re paying for these services. We’ll also review the account types of your particular bank and determine if you are in the correct type of account for the volume of your account activity.
Banking Services Assessment
Let BankSolve review and assess which services your business is using as well as the types of services available to you from your current financial institution. When complete you should have the confidence that your business is either set up for success or could use some love.
Electronic Banking Assessment
Should you still be writing paper checks or should you be using electronic means of making payments? Are you taking advantage of remote deposit capture? Are you taking electronic payments in a secure fashion? Just because you can, doesn’t always mean you should. Let us take a look.
Working Capital Assessment
Are you wanting to grow your business? BankSolve can assess the sufficiency of your available credit as well as the appropriateness of your funding sources to discover your growth potential.
Capital Structure Review
Are your debt and equity in proper balance? Do you want to open another location or need new equipment? We can review and assess the use of term debt for funding longer term assets and real estate.
Loan Advisement
Sometimes you just need a second set of eyes on the type of loan you are looking to secure for your business. We’ll review your options and will set you up to make the most out of your loan.
Loan Document Compliance
As a small business owner, you set out to follow your dreams. Those dreams probably didn’t include reviewing loan documents for reporting and covenant requirements and compliance. We can take care of that for you.
Bank Sourcing
There are over 4,500 banks in the U.S. Finding the best one for your business needs can be a lot to handle. Our deep knowledge of banking gives you a sweet advantage versus trying to handle it all yourself. We can review your business goals and needs to get you set up correctly whether you’re just starting out or if you’re looking to transition.
Bank Transition Management
Switching banks is messy and time-consuming, but possibly necessary to ensure you aren’t paying your bank money that you could be saving or investing back into your business. BankSolve can make it easy for you, allowing you to concentrate on what you do best, which if you’re here, probably isn’t banking. That’s ok, we got you.
Troubled Debt Management
A key element of BankSolve is that we know how banks think and we know what is on the minds of the credit officers. When you know how these folks tick, it becomes more likely that you will reach a solution that is workable for your business. Let BankSolve manage the restructuring of troubled debt situations so you get on the most advantageous plan for your business.