Business Planning Tool

Welcome to the Lakeland Credit Union Business Planner

This tool can help your business succeed by assisting you to analyze your business strategy, the market in which you operate in, and your financial plan. At the same time, it will help us to better understand your business, your goals, and the role that we can play in helping you achieve them.

The process is simple. Either print out the business plan and fill it in by hand, or take advantage of our interactive form and complete the PDF document online. In this case, please ensure that you have carefully read the instructions provided, explaining how to save and reload your document.

Then, when you are finished, either fax, or drop it off at our nearest branch. If you would like one of our commercial account managers to review your business plan, they would be happy to do so.

Download Business Planner (PDF)

Please contact us if you have any questions.


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