Business Resource Center
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.
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 Chief Engagement Officer, Charlie O'Brien, at email@example.com.
Finance & accounting, general business advising
Food & beverage
Trucking, transport & logistics
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.
Personal Financial Statement
Profit & Loss Statement
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?
with a Loan Officer
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.