Pre Appointment

To help you get the most value from your appointment with a business advisor at SSBEC, please take a few minutes to fill out the questions on this page.

It will help get you clear on how we are able to best assist you grow your business.

Appointment Preparation

To ensure you get the most out of your appointment with your Business Advisor we request you take time to prepare for the appointment.

We ask you to go through the simple checklist below before you attend your appointment.

Pre appointment Checklist

♦ Prepare a list of questions you want to ask

♦ Bring any documents relevant to your questions

  • Financials
  • Franchise Documents
  • Form 2 (buying a business)
  • Legal documents
  • Letter
  • Other

♦ Do you have a Business Plan?

♦ Have you documented your business idea?

♦ Do you have a sample of your product?

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