Welcome to the Servus Credit Union Business Planner. This tool can help your business succeed by assisting you to analyze your business strategy, the market which you operate in, and your financial plan. At the same time, it will help us to better understand your business, your goals, and the role that your credit union can play in helping you achieve them.
The process is simple.
Either print out the business plan and fill it in by hand, or take advantage of our interactive form and complete the PDF document online. In this case, please ensure that you have carefully read the instructions provided, explaining how to save and reload your document.
If we can assist you with your business needs you can either fax,or drop off the completed document at your nearest branch and one of our commercial lenders would be happy to review your business plan.
**Important saving and reloading information**
- Please read save and reloading instructions.
- After reading the SAVE instructions start your Business Account Planner.
(Note: Improperly saving your Business Account Planner may result in lost data entry)
|
|