The working session · Fireside chat
Turning your expertise into a scalable business.
Your revenue is not your readiness.
What’s inside.
Lenders, grant makers and investors don’t fund passion or sales alone. They fund proof: clean documents, a clear structure, and numbers that tell a believable story. This workbook follows one founder through a $250,000 loan application and shows every document a lender will ask for — filled in, then read back the way a credit analyst reads it.
- 01Business foundationsArticles of Organization, EIN letter, operating agreement — and what a lender checks first on each.
- 02The numbersPersonal financial statement, balance sheet, profit and loss, statement of cash flows, and how the three connect.
- 03The lender lensThe ratios they calculate, the red flags they spot, and the ten questions you need answers to.
- 04Working sessionYour own debt service coverage, your use of funds, your funding story, and a loan-readiness checklist.
Revenue gets you noticed. Readiness gets you funded.
Working through it alone?
Leave an email and we’ll send the next working session, plus word when the books and card checkout go live.
Stay close to the work
This workbook is for education only. Maya Wealth, LLC, Maya Thompson, and every name, figure, address and document in it are fictional. Nothing in it is legal, tax, accounting, lending or investment advice, and no professional relationship is created by attending the session or using the workbook. Speak to your own attorney, CPA and qualified advisors before acting on any of it.