Medical Professionals Required Documents - Corporate Capital Funding

Medical Professionals Required Documents

Note: The required documentation may vary due to the amount and circumstances of the transactions.

Medical Practice Leasing Furniture, Machinery and Equipment Commercial Application – Please complete all information requested How much do you need to finance & what repayment terms are desirable? Copy of the proposals for the equipment to be purchased or outline description of the equipment Most Current Business Interim Financial Statement Year-End Financial Statements or Tax Returns for the last 3 years – if the Practice is NOT a Sole Proprietorship Personal Tax Return for the last 3 years – If the Practice is a Sole Proprietorship Personal Financial Statement of Principal(s) Copy of the Medical License for the Physician	Download Checklist
Medical Practice Refinancing Commercial Application – Please complete all information requested How much do you need to finance & what repayment terms are desirable? Detailed breakdown if existing financing, including lender information, present loan balance and assets financed Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns) Personal Financial Statement of Principal(s) Personal Tax Returns, for the last 3 years – If the Practice is a Sole Proprietorship Copy of the Medical License for the Physician Corporate Financial Statements or Corporate Tax Returns, for the last 3 years if incorporated	Download Checklist
Financing for the Purchase of a Medical Practice Commercial Application – Please complete all information requested Copy of the Contract of Purchase Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns) If you already own a practice and are acquiring another practice then you need interims for both practices Corporate Financial Statements or Corporate Tax Returns, for the last 3 years if incorporated If you already own a practice and are acquiring a practice then you need Corporate Financial Statements or Corporate Tax Returns from both practices If you are an individual physician purchasing a practice and are acquiring another practice then you need Corporate Financial Statements or Corporate Tax Returns for the practice you are purchasing Personal Tax Returns, for the last 3 years – If the Practice is a Sole Proprietorship Personal Financial Statement of Principal(s) Copy of the Medical License for the Physician purchasing the practice	Download Checklist
Start-Up Medical Practice Commercial Application – Please complete all information requested Business Plan outlining the transaction including start up cost and projections Curriculum Vitae of Principal(s) Personal Financial Statement of Principal(s) Personal Tax Returns of Principal(s), for the last 3 years Copy of the Medical License for the Physician	Download Checklist
New Medical Practice Leasing Furniture, Machinery and Equipment Commercial Application – Please complete all information requested Copy of the equipment quote or estimates and the desired repayment terms Personal Financial Statement of Principal(s) Personal Tax Returns of Principal(s), for the last 3 years Most Current Business Interim Financial Statement for the Practice if available Written Business Plan Pro-Forma on the Practice Curriculum Vitae of Principal(s) Copy of the Medical License for the Physician	Download Checklist
Medical Practice Working Capital Commercial Application – Please complete all information requested Receivables and Payables Aging and Concentration, for Current 30, 60, 90+ days History of the Practice Most Current Business Interim Financial Statement Corporate Financial Statements or Corporate Tax Returns, for the last 3 years Personal Financial Statement of Principal(s) Personal Tax Returns, for the last 3 years -If the Practice is a Sole Proprietorship Copy of the Medical License for the Physician How much do you need to finance & what repayment terms are desirable?	Download Checklist