5 Ways To Prepare for Your Small Business Financing Consultation

Whether you’re interested in learning more about 401(k) business financing for a new business or simply exploring growth capital options for your existing business, Guidant Financial’s team of small business financing experts can help you identify the funding option that’s right for you. Our no-obligation financing consultations offer personalized information and education for entrepreneurs at all stages of business ownership.

If you’re set up to chat with one of our experts, here are several ways you can make the most out of your small business financing consultation.

1. Write Down Your Small Business Areas of Interest

Even if you don’t yet know exactly which business, franchise or original concept you’re going to move forward with, it’s always helpful to map out some potential ideas on paper before the discussion with your consultant. We don’t expect you to have mapped out your business plan, but starting with at least a few areas of interest can help us offer you better insights and relatable perspectives from clients we’ve helped previously.

2. Take a Quick Look at Our Products

If you’re unfamiliar with Guidant’s full suite of small business funding products, I’d encourage you to take a quick look at our options before your consultation. Make note of the pros and cons of each method, which leads me to my next point…

3. List Out Your Primary Concerns and Questions

After you’ve looked over the small business financing products you think may work for you, make sure you jot down any questions or concerns for those specific options. This allows your consultant to customize the information he shares to address your specific circumstances and will save time for any additional questions you may have.

4. Fill Out Our 5-Minute Questionnaire

We know what you might be thinking – 5 minutes can seem like a lot of time if you have a busy schedule. But by filling out our financial questionnaire prior to your call, it will save you time in the long run. If your consultant has a snapshot of your finances before your consultation, he can dive into the funding solutions that will work for you rather than wasting time talking about products that may not be viable.

5. Read Through Our Client Success Stories

Since 2003, Guidant Financial has assisted more than 14,000 entrepreneurs in either buying a small business/franchise or securing additional working capital for their existing business. We’re more than proud of the individuals we’ve helped so far and encourage you to check out the many client successes we’ve been a part of time and time again.


As you can see, speaking with one of Guidant’s small business financing consultants is a great way to educate yourself on your funding options, no matter where you are in the process of buying a business. There’s absolutely no obligation to use our services, and we won’t try to push our products if they’re not the right fit for you. We strive to be open and transparent at all times.

Ready to get started? Call us at 888.472.4455 or get pre-qualified online now.

Leave a Comment

Scroll to Top