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)
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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
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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
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Download Checklist
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