Documents needed if seeking Loan for a New Business:
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Personal Tax Returns
- Submit for all owners, partners, officers, directors, guarantors, and stockholders with 20% or more stock ownership. Provide complete copies of all schedules for the last three years.
- Submit all accompanying documentation pertaining to the Business Plan and Feasibility Study.
- Submit a pro forma balance sheet outlining the equity capital and loan proceeds as well as the balance sheet position at the start of the business.
Business Plan and/or Feasibility Study
Pro forma Balance Sheet