Business Resource Center

CLIMB Fund is here not only to assist you with your business’s funding needs, but also with connecting you to resources that will help you start your business off on the right foot. For existing businesses, these resources offer strategies that can help your business grow.

Resource Partners

SCORE (all chapters) SCORE (all chapters) E-Mail
Small Business Development Center (all locations) Small Business Development Center (all locations) E-Mail
803-777-4907
I-HOPE Women’s Business Center I-HOPE Women’s Business Center E-Mail
843-408-0343
Women’s Business Center-Columbia College Women’s Business Center-Columbia College E-Mail
803-470-6306
Women’s Business Center-Community Works Women’s Business Center-Community Works E-Mail
864-235-6331
South Carolina Commission for Minority Affairs South Carolina Commission for Minority Affairs
803-333-9621
Veterans Business Outreach Center (VBOC) at The Citadel Veterans Business Outreach Center (VBOC) at The Citadel E-Mail
843-953-5867
South Carolina Hispanic Chamber of Commerce South Carolina Hispanic Chamber of Commerce E-Mail
864-761-4141

Our Business Consultants

After receiving a CLIMB Fund loan, you have access to our network of consultants who can provide support with the essentials of running a successful business and even industry-specific topics! If you would like to schedule a meeting with one of them, please email our Client Success Coordinator, Thomas Gorman, at thomas@climbfund.org.

Cindy Spector
Cindy Spector

Finance & accounting, general business advising

Elizabeth Holt
Elizabeth Holt

QuickBooks training

Tyler Rothenberg
Tyler Rothenberg

Food & beverage

Darryl Goodman
Corey Vanhorn

Trucking, transport & logistics

Steven Spector
Steven Spector

Marketing, sales, finance, business development, strategy & training

Knowing Your Finances

These are templates for financial documents that you’ll be asked to submit as part of your business plan and CLIMB Fund loan application process. If you already have these documents prepared, no need to use these templates. However, if you’re looking for a place to start, feel free to download and use these.

Balance Sheet

 

Balance Sheet A statement of a business’s assets, liabilities, and owner’s equity as of any given date

Personal Financial Statement

Personal Financial Statement Shows your personally held assets and liabilities (debts) outside the business

Profit & Loss Statement

Profit & Loss Statement Measures revenues and expenses over a period of time and tracks profitability

Pro Forma

Pro Forma Used to calculate financial results using certain projections or presumptions

Additionally, keep up to date on your credit score for free once per year at 

Have Questions?

Do you have questions about our loan application process, submitting your application, or how CLIMB Fund can assist you with your project’s funding needs?   Schedule a 1-on-1
with a Loan Officer

Want More?

Check out CO—Strategy Studio by the U.S. Chamber of Commerce for webinars that bring you the latest in small business advice and inspiration.

https://www.uschamber.com/co/events

 

And, visit the Small Business Administration’s Learning Platform to educate yourself on entrepreneurial best practices whether you are starting a small business or expanding your current one.

https://www.sba.gov/sba-learning-platform

 

Check out our Small Business Application Workshop slides for information on loans, funding, and our application process.

Small Business Application Workshop

 

Check out our step-by-step guideline for small business marketing & communications.

Marketing & Communications Checklist