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What kind of information will you want to see?

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A:

For a New or Start-Up Business

  • A business plan with financial projections
  • Personal Information (form provided)
  • Personal Financial Summary (form provided)
  • Additional information as requested

For an Existing Business

  • A business plan with financial projections (in some cases a comprehensive overview will suffice)
  • Accountant prepared and/or in-house financials 
  • Personal information (form provided)
  • Personal Financial Summary (form provided)
  • Additional information as requested