CLIMB Fund is here not only to assist you with your business’s funding needs, but also with connecting you to resources that will help you start your business off on the right foot. For existing businesses, these resources offer strategies that can help your business grow.

Resource Partners

Our Business Consultants

After receiving a CLIMB Fund loan, you have access to our network of consultants who can provide support with the essentials of running a successful business and even industry-specific topics! If you would like to schedule a meeting with one of them, please email our Client Success Coordinator, Thomas Gorman, at

Cindy Spector
Cindy Spector

Finance & accounting, general business advising

Elizabeth Holt
Elizabeth Holt

QuickBooks training

Tyler Rothenberg
Tyler Rothenberg

Food & beverage

Darryl Goodman
Corey Vanhorn

Trucking, transport & logistics

Steven Spector
Steven Spector

Marketing, sales, finance, business development, strategy & training

Knowing Your Finances

These are templates for financial documents that you’ll be asked to submit as part of your business plan and CLIMB Fund loan application process. If you already have these documents prepared, no need to use these templates. However, if you’re looking for a place to start, feel free to download and use these.

Balance Sheet


Balance Sheet A statement of a business’s assets, liabilities, and owner’s equity as of any given date

Personal Financial Statement

Personal Financial Statement Shows your personally held assets and liabilities (debts) outside the business

Profit & Loss Statement

Profit & Loss Statement Measures revenues and expenses over a period of time and tracks profitability

Pro Forma

Pro Forma Used to calculate financial results using certain projections or presumptions

Additionally, keep up to date on your credit score for free once per year at 

Have Questions?

Do you have questions about our loan application process, submitting your application, or how CLIMB Fund can assist you with your project’s funding needs?   Schedule a 1-on-1
with a Loan Officer

Want More?

Check out CO—Strategy Studio by the U.S. Chamber of Commerce for webinars that bring you the latest in small business advice and inspiration.


And, visit the Small Business Administration’s Learning Platform to educate yourself on entrepreneurial best practices whether you are starting a small business or expanding your current one.


Check out our Small Business Application Workshop slides for information on loans, funding, and our application process.

Small Business Application Workshop


Check out our step-by-step guideline for small business marketing & communications.

Marketing & Communications Checklist