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To assist you in preparing for your business loan application, below you will find a list of documents that will be requested
- 3 years Business Tax Returns (with all schedules)
- 3 years Business Financial Statements (Profit & Loss, Balance Sheet)
- 3 years Personal Tax Returns (with all schedules)
- Updated Personal Financial Statement (less than 6 months old)
- Corporate Documents (i.e. Articles of Incorporation, Partnership Agreement)
The following documentation may be needed depending on the type of financing requested:
- Purchase Agreement
- Rent Rolls
- List of Inventory
- List of receivables with Aging (i.e. 30 days, 60 days, 90 days)
- Schedule of Debt
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