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The Growth Readiness Checklist: Strategy, Capital, and Confidence

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"The Growth Readiness Checklist: Strategy, Capital, and Confidence"

Growth is a strategy, not a reaction.

A Strategic Growth Readiness Guide for Middle Market Leaders.

Growth is a goal but readiness is a strategy.

This guide was built for middle market businesses standing at a crossroads: expand, raise capital, or stay the course? Whether you're exploring new markets, thinking about bringing in investors, or simply questioning whether your current bank is the right fit, this guide helps you take a critical, inside-out look at your company.

Inside, you'll find a structured and practical approach to evaluating your growth potential:

• A self-assessment scorecard that challenges you to evaluate your company’s health with honesty and precision
• A financial infrastructure checklist to help ensure your systems, margins, and capital strategy can support sustainable growth
• Key questions to ask when considering whether to remain private, raise capital, or even prepare for a future IPO
• Operational readiness insights—from leadership and team capacity to systems and scalability
• An honest review of your current banking relationship to identify whether your financial partner is helping you grow or holding you back

This guide isn’t just a thought exercise. It’s a planning tool designed to spark the kind of internal dialogue your board, investors, and lenders expect you to lead. Growth doesn’t begin when the market demands it. Growth begins when your business is built to handle it.

Veritex Community Bank understands what it takes to scale in Texas, and we’re here to help you move forward with confidence. 

For more information, contact William Ray, EVP, Managing Director, Middle-Market Banking
wray@veritexbank.com
www.veritexbank.com/middlemarket
Member FDIC


Offered Free by: Veritex Community Bank
See All Resources from: Veritex Community Bank

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