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
- Business Plan
- 3 Years Monthly/Yearly Projections
- Personal Financial Statement(s) – All Owners
- Download our easy-to-use form
- 3 Years Personal Tax Returns – All Owners
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
- Download our easy-to-use form
- 3 Years signed Personal Tax Returns for all principals/guarantors
