Business Loan Application
Collect everything needed for a business loan application. Financial statements, tax returns, and business documentation.
Document Checklist (10 items)
Business Plan
RequiredExecutive summary and financial projections
Business Tax Returns (Last 2 Years)
RequiredComplete business tax returns
Personal Tax Returns (Last 2 Years)
RequiredFor all owners with 20%+ ownership
Profit & Loss Statement
RequiredYear-to-date and prior year P&L
Balance Sheet
RequiredCurrent balance sheet
Bank Statements (Last 6 Months)
RequiredBusiness bank account statements
Business Licenses & Permits
RequiredCurrent business license and relevant permits
Articles of Incorporation
RequiredFormation documents or partnership agreement
Accounts Receivable Aging
Current AR aging report
Collateral Documentation
Appraisals or valuations of collateral assets
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