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Fundera Editor-in-Chief Meredith Wood

Even if your client says to you that they don’t need funding right now, it is important you instill this principle in their minds: “The best time to apply for a loan is before you need it.” Believe it or not, this is fact. more

Tax & Practice Management

One of the most important parts of any small business credit relationship is the business owner’s personal credit score. Help your clients manage theirs. more

Tax & Practice Management

When your clients are considering taking a loan, they need to know some basic finance fundamentals like the debt-service coverage ratio covered in this article from Meredith Wood of Fundera. more

Tax & Practice Management 2 Comments

Meredith Wood of Fundera writes about the difference in needing a business loan and wanting a business loan. Advisors can take a key role in helping their clients distinguish between the two. more

Blogs

Meredith Wood of Fundera outlines the various types of loans available to you and your clients in today's changing business loan environment. more

Blogs

Meredith Wood, Editor-in-Chief for Fundera, writes about the alternative lending market place and the options available to small businesses and their advisors. more

Blogs

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