Business Documents

Whether you are an existing company or starting a new business, below is a list of documents and financial information we will need to start the processing of your loan request.

Corporations – Limited Liability Companies – General
Partnerships – Limited Partnerships

  • Articles of Incorporation
  • LLC/GP/LP – Agreements and/or Operating Agreements

New Companies

Additional Documentation Needed for All of the Above Borrowing Entities

  • Current YTD Balance Sheet for the entity
  • Current YTD Income Statement for the entity
  • 3 Years Signed Tax Returns
  • Current Accounts Receivable and Accounts Payable
  • Fixed Asset Depreciation Schedule
  • Personal Financial Statement for all principals/guarantors
  • Click here to download our easy-to-use form
  • 3 Years signed Personal Tax Returns for all principals/guarantors