Financial Readiness Checklist
The following list will help you identify the types of information a banker will need to make an informed decision about your business.
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Three years income tax and financial statements
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Year-To-Date Profit & Loss and Balance Statement
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Personal Finance Statements
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Projected Cash Flow Statements for next 12 Months
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Pro Forma for next 12 Months/Length of Loan
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Federal and State Taxes Information
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Collateral Sheet
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Well Written Business Plan
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