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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.

  • Three years income tax and financial statements

  • Year-To-Date Profit & Loss and Balance Statement

  • Personal Finance Statements

Projected Cash Flow Statements for next 12 Months

  • Pro Forma for next 12 Months/Length of Loan

  • Federal and State Taxes Information

  • Collateral Sheet

  • Well Written Business Plan

 

 

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