Back to Basics: Financial Readiness and Well-Being for Small Businesses
Regardless of the stage your company is in, all small businesses need to have a strong financial plan that is consistently evaluated for longevity and is appropriately crafted. Are you prepared for your next stage of growth to pursue a business loan? Are your business expenses accurately accounted for? Is your company ready for the ebbs and flows of revenue streams annually?
Join Local First Arizona partners Phil Orth and Mohammed Ahmad with Arizona Financial Credit Union to dig into the most common opportunities, and mistakes, they see small businesses make when crafting your financial plans, and reviewing them over time. Join to learn best practices, ask questions, and set your business up for success.
Phil Orth
Phil is a commercial lender with 10 years of experience. He started his career as a commercial credit analyst and underwriter, which gave him a fundamental understanding of small business financials and commercial loan structuring. He has experience in all forms of commercial lending and has partnered with dozens of businesses across various industries in the Valley over his career. Phil has a vast amount of experience working with young businesses and providing them with the framework needed to secure conventional and SBA financing in today’s banking world.
Mohammed Ahmad
Mohammed is a seasoned banking professional with over 17 years of industry experience. He currently serves as the AVP of Business Banking, leading efforts to improve member service and strategic initiatives to grow business banking lines and services for Arizona Financial. Mohammed is a proud Arizona native, having grown up in the Tucson area, where he began his career in banking.