- A complete and signed Credit Application.
- Two years of Audited or Reviewed annual statements.Two years of corporate tax returns are required only if the annual statements are not Audited or Reviewed. However, tax returns can help us better understand your company’s financial condition and we encourage you to include them regardless of how your statements are prepared.
- Current interim statement and an interim statement for the same date in the prior year can be helpful but is generally not necessary.
- A Debt Schedule for the most recent year end. (Debt Schedule forms are available in the FORMS section of this web site).
- Copies of the last three month’s summary pages for your major business checking accounts.
- A signed and dated Personal Financial Statement for each owner or principal with 20% equity or greater. (Personal Financial Statement forms are available in the FORMS Section of this web site).
- The most recent complete personal tax return for each owner or principal with 20% equity or greater.
- A complete description of the equipment being acquired and identification of the vendor that will be selling it.
- If you need assistance completing any of the information necessary or have any questions please call us and someone will guide you through the process.