Prepare for your next bank conversation with confidence
WOW YOUR BANKER
Wow Your Banker is a short-term service designed to help you prepare for an upcoming finance review, loan discussion, or bank meeting.
What are you preparing for?
Paige prepares and consolidates your financial position, cash flow, recent performance, key risks, and future priorities into a clear format to support a more informed conversation with your bank. Wow Your Banker may be suitable if you have:
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You want to clearly explain your business’s current position, recent performance, and plans for the year ahead.
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You need an up-to-date cash flow, statement of position, and clear business priorities to support your discussion.
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You want to enter the meeting prepared, understand the information presented, and clearly communicate your business’s direction.
Give your banker the full picture
A bank conversation often requires more than a set of financial statements.
Your banker may also need to understand:
The current position of the business
How cash is expected to move over the next 12 months
What affected the previous year’s performance
The key risks facing the business
How those risks are being managed
What the business plans to achieve over the coming year
Where the business is heading over the next five years
Wow Your Banker compiles all this information into a single, clear package.
What’s included?
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Paige starts with a 90-minute consultation to gather relevant information, understand your circumstances, and clarify your objectives for the upcoming conversation.
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A 12-month cash flow model is prepared in a format preferred by banks.
This offers a forward-looking view of expected income, expenses, and your business’s financial position for the coming year.
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Your current assets and liabilities are consolidated into an updated statement of position.
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Paige identifies five key business risks and documents the actions or circumstances that help manage them.
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A concise summary explains the previous year’s performance and provides context for the figures.
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The package outlines your business’s plans, priorities, and expected direction for the next 12 months.
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Your key priorities for the next five years are clearly defined to demonstrate your business’s broader direction.
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After the package is prepared, Paige meets with you for 60 minutes to present the deliverables, explain the information, and guide you through the completed documents.
What you will walk away with
At the end of the process, you will have:
A 12-month cash flow in a bank-preferred format
An updated statement of position
Five documented business risks and mitigants
A summary of the previous year’s performance
A clear plan for the coming year
Defined priorities for the next five years
A clearer understanding of the information before your bank conversation
The goal is to help you approach your meeting with organised information and a clear understanding of your business.
How it works
Application
Complete a brief, confidential enquiry form outlining your business situation and the upcoming bank or finance conversation
Initial Consult
Meet with Paige for 90 minutes to gather information, clarify your goals, and determine what needs to be prepared.
Package Preparation
Paige prepares the 12-month cash flow, updated statement of position, risk summary, previous-year review, and future plans.
Presentation Meeting Meet with Paige for 60 minutes to review the completed deliverables and ensure you understand the information before your upcoming conversation.
Attend Your Bank Meeting Prepared You can then take the completed information into your finance review, loan discussion or bank meeting.
Need ongoing business support?
Wow Your Banker is a standalone, short-term package focused on preparing for a specific finance review, loan discussion, or bank meeting.
AgCelerate is Cross Country Management’s ongoing advisory service for farmers and agribusiness owners seeking continued support with cash flow, planning, major decisions, accountability, and follow-through.
Frequently Asked Questions
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Yes. Wow Your Banker is available separately and does not require you to join AgCelerate.
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The package includes:
A 90-minute initial consultation
A 60-minute presentation meeting
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Yes. The package includes a 12-month cash flow model prepared in a bank-preferred format.
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Yes. An updated statement of position is included.
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Yes. The package identifies five key risks and the relevant mitigants.
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Yes. It includes a forward plan for the coming year and defined priorities for the next five years.
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Yes. Optional coaching sessions or assistance with budgets-to-actual reporting can be added as needed.
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No.
Wow Your Banker is a short-term package for an upcoming bank or finance conversation.
AgCelerate is an ongoing advisory service that supports broader business planning, cash flow, decision-making and accountability.