Financial Readiness Checklist

The following list will help you identify the types of information a banker will need to make an informed decision about your business.

  • Three years income tax and financial statements
  • Year-To-Date Profit & Loss and Balance Statement
  • Personal Finance Statements
  • Projected Cash Flow Statements for next 12 Months
  • Pro Forma for next 12 Months/Length of Loan
  • Federal and State Taxes Information
  • Collateral Sheet