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BANKING 101: HOW TO CHOOSE THE RIGHT BANK (AND AVOID SURPRISES)


Today, we have a few different pieces. I'm trying to go back to the "section" approach so I can fill this email with even more value. Here’s what’s inside this week: THE QUICK HIT: a simple overdue AR follow-up playbook (what to do at 0–14, 31–60, 61–90, and 90+ days). DEEP DIVE: how to pick the right bank before you get surprised, plus the covenant trap that turns “good terms” into a problem. CFO CORNER: a few mistakes I see physical security owners repeat, and the simple fix behind each...
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