Contractor Success Forum

How to Create a Rock Solid Bonding and Banking Relationship


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In an industry where having solid financial backing and trust is crucial, getting these relationships right is not just a bonus, it's a necessity. This week, let's discuss how to build relationships that will last and support your business over the years.

Topics we cover in this episode include:

  • How to find the right partners for your business
  • Build the relationship before you need the help of a bonding agent or banker
  • Make your banker and bond agent feel valued
  • Introduce your banker and bond agent to your team
  • Be honest about your situation with your financial board of directors

LINKS

Visit the episode page at https://carpentercpas.com/relationship for more details and a transcript of the show.


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Wade Carpenter, CPA, CGMA | CarpenterCPAs.com
Stephen Brown, Bonding Expert | SuretyAnswers.com

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Contractor Success ForumBy Contractor Success Forum

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