Business Fundability & Cash Flow Readiness Bundle

Know Your Numbers. Protect Cash Flow. Prepare for Funding.

The Business Fundability & Cash Flow Readiness Bundle gives small business owners a complete system to review their financial position, organize payment obligations, assess funding readiness, and create a more focused action plan before applying for vendor credit, business credit, working capital, or other funding.

This bundle includes both:

• a guided printable PDF workbook for reviewing your current business position; and
• an editable Excel dashboard for ongoing tracking, visual reporting, and action planning.

Use the workbook to understand where your business stands today. Use the dashboard to track what is changing, identify financial pressure points, and stay focused on the next steps that matter most.

What You Receive

Business Fundability & Cash Flow Readiness Workbook

A printable PDF workbook designed to help you review:

• Available business cash
• Revenue and sales trends
• Operating expenses
• Debt and vendor-payment obligations
• Cash-flow risks
• Missing financial records
• Fundability gaps
• Funding-readiness priorities
• 30-day stabilization actions

Business Fundability & Cash Flow Readiness Dashboard – Excel Edition

An editable Excel workbook that helps you track:

• Cash on hand
• Monthly revenue, expenses, and net cash flow
• Payment obligations and due dates
• Vendor bills and debt payments
• Fundability score
• Readiness gaps
• Cash-flow charts and KPI cards
• Priority improvement areas
• 30-day stabilization plan progress

Why Get Both?

The PDF Workbook helps you answer:

Where does my business stand today?

The Excel Dashboard helps you answer:

What is changing, what needs attention, and what should I do next?

Together, they give you a practical review-and-tracking system for improving financial visibility before applying for credit or funding.

This Bundle Helps You

✓ Review revenue, expenses, debt, and obligations

✓ Track cash flow and available business cash

✓ Identify upcoming payment pressure

✓ Assess business fundability readiness

✓ Organize financial records and documentation needs

✓ Create a focused 30-day action plan

✓ Monitor progress with editable Excel tools

✓ Prepare more confidently for vendor credit or business funding

Best For

• Small business owners
• Startups
• Consultants
• Contractors
• Service businesses
• E-commerce sellers
• Entrepreneurs preparing for vendor credit
• Businesses experiencing cash-flow pressure
• Owners preparing for business funding
• Businesses needing a clearer financial review process

Product Details

Included files:

• 1 Printable PDF Workbook
• 1 Editable Excel Dashboard Workbook

Delivery: Instant digital download

PDF use: Printable or digital completion

Excel use: Microsoft Excel desktop or Excel Online recommended

Editable: Yes

Author: Gerald Lacey, MBA, MSSCM

Brand: Credit Growth Academy

Important Information

This is a digital product. No physical item will be mailed.

This bundle is intended for educational and organizational purposes only. It is not tax, legal, accounting, lending, or financial advice.

This product does not guarantee approval for vendor credit, business credit, loans, or funding.

For personal and internal business use only. You may not resell, redistribute, share, copy, or claim these files as your own.

Final Call to Action

Get the complete business-readiness system.

Download the Business Fundability & Cash Flow Readiness Bundle to review your numbers, track your progress, protect cash flow, and prepare more confidently for funding.