Free Live Training for Business Owners Preparing for Bank Financing
How to Get Commercial Financing For Your Business in 2026
Most owners want to feel confident when they sit down with a bank.They want reports they can trust and numbers that tell a clear story. They want to know exactly what the bank is looking at and why it matters.This session shows you how to get there. You’ll walk away with a simple plan to prepare for financing in 2026.
In this free training, you’ll learn:• What Frost Bank actually looks at when it reviews a loan
• Which financial statements matter and how to clean them up
• The cash flow and profit ratios lenders use to judge strength
• What makes a bank say no, even when the business looks good
• How to avoid mistakes that create doubt in the lender’s mind
• How to explain your business in a simple way that builds trust
• What banks look for in owners and managers after the loan closes
• What to work on over the next year so you feel confident asking for financing
11am CT | 12pm ET | 10am MT | 9am PT
Free Training
For Business Owners Preparing for Bank Financing
Thursday, January 15th
11am CT | 12pm ET | 10am MT | 9am PT
About the Training
There are three traps that most business owners find
themselves in:Trap #1: You work hard, but the numbers don’t show the full pictureTrap #2: You need capital to grow, but you’re scared a bank will turn you downTrap #3: You depend on your own judgment, but you’re not sure what the bank seesYou’re not confused.
You’re worried about being caught off guard.
You’re worried one cash crunch or one rejection could put you in a bad spot.This training helps you get in front of those fears so you can walk into a bank confidently.
Reserve Your Seat Now
This is a practical session.You will hear from a commercial banker and a CFO advisor who see these issues every week.Save your spot and learn how to show lenders a clean simple picture of your business.
Meet Your Hosts
Jiro DeloachAssistant Vice President, Commercial Lending, Frost BankJiro helps owners understand how banks read financials, judge risk, and make decisions.Jake EricksonFractional CFO Advisor, Dreamside FinancialJake helps owners clean up their numbers, fix weak spots, and prepare financials they can trust.