How To

Preparing for that first meeting with your CIBC business advisor is your opportunity to get excited and talk about your brand new business.
Lauren Rabindranath Sep. 26, 2023 4-minute read

Topics to bring up

Business overview

Sales and marketing plans

Financial projections

Lending requirements

Business Services Digital Advisor

Tips to speak confidently about your business plan

Discuss your resume

Be organized

Be prepared

Avoid jargon

Be yourself

Show proof

Present it professionally

State your proposal

Be objective

Here’s how CIBC can help

To discuss your Business Banking needs

Written By
Lauren Rabindranath

Lauren Rabindranath is a copywriter and communications consultant based in Toronto, Ontario, who works with clients across industries. Working with CIBC Business Banking, Lauren supports content development for online platforms, relating her personal experience as an entrepreneur to CIBC’s tailored services.