Anchor Financial Services, assisting small businesses and entrepreneurs.
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Loan Document Checklist
One to two page history of the business and how the funding will be used
Resumes of owners
Three years of financial statements and interim financials within 90 days
Cash flow projections if financing will be used to substantially change the operations of the company (expansion)
Conservative assumptions in line with industry performance to support the cash flow projections
Three years of company and personal tax returns
Personal financial statements
Current debt schedule and copy of note agreements
Current asset list
Organizational documents and/or certificate of good standing from the state.
Copy of lease agreement if rented facilities
These will vary with the type of financing sought.
Business Plan Outline