BUSINESS ADVISORY SERVICES

Throughout the lending process, CSI can provide guidance to business owners on financial planning and management, price and cost analysis, and marketing and outreach strategies.  We have a statewide network of strategic business partners that have all types of entrepreneurial expertise.  With them, we can personalize a technical assistance plan that best fits your business and its current management or operational needs.

SBA Loan Packaging
CSI assists entrepreneurs in determining eligibility with our obtaining the financing that is needed through our affiliated financial institutions that provide SBA 7a or 504 Loans. We can support you in planning and selecting a financing solution and can provide loan eligibility insights. CSI assists entrepreneurs in assembling their financial request. CSI can assist in matching the small business to appropriate financing.   

Technical Assistance
CSI provides guidance to entrepreneurs in developing strategic and contingency plans, cash flow management, price and cost analysis, accounting systems, management coaching, and certain contractual issues. As needed, CSI draws on strategic partners with expertise in specialized areas to complement our technical assistance.

Workshops
Dates and times of CSI workshops are being determined.   The following organizations also provide business workshops.  Please check their web sites for more information.

 
  

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2317 Westwood Avenue, Suite 204  Richmond, VA 23230 • Tel (804) 340-1988 • Fax (804) 340-2836
 

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