If there are one or more of these points that you are uncertain about, it might be a good idea to look at the area together with an account or another private adviser and build up procedures, which are continually reported to management and the board of directors.
At the same time, you should keep your bank updated on both positive and negative news. There should be equal focus on future elements (new customers, suppliers, orders, competitors etc.) and past elements (accounts, keeping budgets etc.) so that the bank always knows the company’s development and options.