Start-Up Business Required Documents

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

Start-Up or New Business 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 equipment quote or estimates and the desired repayment terms
  • Purpose of Lease or benefit of the equipment
  • Written Business Plan
  • Current Business Financial Statement (if available)
  • Pro-Forma on the Business
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Resume of Principal(s)
Start-up Equipment Lease PDF Download
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New Business Real Estate Financing

  • Commercial Application – Please complete all information requested
  • How much do you need to finance & what repayment terms are desirable?
  • Copy of Contract to Purchase
  • Pro-Forma on the Business
  • Written Business Plan
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Resume of Principal(s)
  • Copy of old Appraisal (if available) and/or a copy of the Current Tax Bill
  • Photographs of Subject Property are required
Start-up Real Estate Lease PDF Download
Download Checklist

New Business Financing

  • Commercial Application – Please complete all information requested
  • How much do you need to finance & what repayment terms are desirable?
  • Purpose of Financing
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Resume of Principal(s)
  • Written Business Plan including an outline of the Transaction
Start-up Business Financing PDF Download
Download Checklist