Farm Business & Financial Management
Farm Lender Meeting Preparation Checklist
A checklist for getting ready to meet your farm lender, so the visit covers numbers, plans and requests clearly. Helps owners make a good case and avoid return trips.
Download free PDF1 page, US Letter, prints clean in black and white
ChecklistFarm Business & Financial ManagementFree PDF
What is on this checklist
- Purpose of the meeting written down
- Current balance sheet
- Recent income statements
- Cash flow projection
- Production and marketing plan
- Loan amount and use stated
- Collateral and insurance details
- Questions for the lender
- Notes on past loan history
- Copies for each attendee
How to use this checklist
Fill in the farm, date and your name, then walk the job with the sheet in hand. A habit of five minutes on this list tends to catch small problems early.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with Farmers.gov Loans and Farm Credit.
For more in this area, see the farm finance explained. Between chores, farm.FM has farm humor, including Farm Accidents Aren’t Fun, and agribusiness farm stories.