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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

  • 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
 
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