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Financial Package

 

This program is available for transactions greater than $50,000. Generally, the rates are lower when a financial package is provided. The following information must be included in the financial package:

Owners – Any person owning more than 20% of the business:

Owner Information:

Business Information:

  • Last 2 years end business financial statements.
  • Last 2 years business tax returns.
  • Current interim financial statement.
  • Business debt schedule.
  • Other financial documents that are helpful include: A/R or Payable aging, asset appraisals and or any document that will help confirm information presented in the statements.
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