A COMPLETE Financial Package requires the following information:



  • A fully completed Application signed by all owners.

  • 3 months most recent business bank statements.

  • Sales Invoice/Purchase Agreement for equipment.

(if a Corporation of any kind)**

1. 2 current years Corporate Tax Returns (COMPLETE with ALL SCHEDULES and ATTACHMENTS)

2. Last 2 years Profit & Loss Statements

3. Last 2 years Balance Sheets

4. Year-to-Date Profit & Loss Statement

5. Year-to-Date Balance Sheets

6. 2 current years Personal Tax Returns for ALL owners (COMPLETE with ALL SCEDULES and ATTACHMENTS)

7. Current signed and dated Personal Financial Statements for ALL owners

8. COMPLETE Application with ALL owners information and signatures



(if a Sole Proprietor)**

1. 2 current years Personal Tax Returns (COMPLETE with ALL SCHEDULES and ATTACHMENTS)

2. Current signed and dated Personal Financial Statements

3. Last 2 years Profit & Loss Statements

4. Last 2 years Balance Sheets

5. Year-to-Date Profit & Loss Statement

6. Year-to-Date Balance Sheet

7. COMPLETE Application with ALL owner(s) information and signatures

**It is very important that ALL of the financial information required is supplied with the application to help move the approval process quickly. Please send ALL of the financial information at the same time to expedite your approval.

Business Loans and Unsecured lines of Credit

Complete Financial Package - Return to Homepage



Equipment Leasing/Loans

call - Rob

Ph: 303-521-7622

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