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Financial Package

This program is available for transactions greater than $25,000. 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:

  • Current personal financial statement. Click here for a blank form if needed.
  • Last 2 years personal tax returns, including all K-1s per Schedule E.
  • Resumes of the owners are always helpful and required when the company has been in business less than three years.

Business Information:

  • Last 2 years end business financial statements.
  • Last 2 years business tax returns.
  • Current interim financial statement.
  • Business debt schedule.
  • Resumes of the owners are always helpful and required when the company has been in business less than three years.
  • 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.