Organize Financial Documents

o Income statements and balance sheets (past 2-3 years).

o Cash flow statements and projections.

o Recent tax returns (business and personal).

Review Credit Score

o Check your business and personal credit reports.

o Resolve any errors or disputes.

o Need help with credit resolving credit issues?

Prepare a Detailed Business Plan

o Clearly outline goals, strategies, and financial forecasts.

o Include a plan for how funds will be used. Here’s a Free resource to help you get started with creating your business plan and income projections.

Compile Supporting Documents

o Business licenses and registrations.

o Articles of incorporation or ownership structure. (Needs to be in good standing)

o Collateral details (if required).

Assess Your Financial Needs

o Determine the exact amount of funding needed.

o Understand how repayment will fit into your budget.

Research Lenders

o Let us help you source lenders and loan products for the best fit.

o We can also help you discover essential insights on interest rates, loan terms, and eligibility requirements.

*Not every item on this checklist will be required for all business funding options, but it’s smart

to be prepared for any opportunity that comes your way.

Pro Tip: Having a professional review your documents can help ensure accuracy and strengthen

your application.

Ready to start? Contact our team for personalized funding solutions.