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Information needed for a business loan package:

  • 2020, 2021, 2022 complete personal tax returns.
  • A ccompleted personal financial statement dated 9/30/23 from owners with 20% or more interest in the business.
  • 2020, 2021, 2022 business tax returns.
  • 2020, 2021, 2022 compiled, reviewed or audited financial statements.
  • 9/30/23 Management prepared (QuickBooks) balance sheet and income statement
  • Accounts receivable and accounts payable aging reports as of 9/30/23
  • A contract backlog report for government contractors as of 9/30/23 and work in progress report for constructions contractors as of 9/30/23
  • By-laws, articles, certificate of good standing and clean hands report. The certificate of good standing and clean hands report can be no later than 30 days old.
  • Articles of incorporation/organization, by-laws, certificate of good standing and or clean hands no later than 30 days old.

Information needed for an insurance package:

  • Full personal name, address, home and cell phone number.
  • Personal e-mail address.
  • Date of birth and the city and state you were born in.
  • Your driver’s license number and state the license was issued in.
  • Your full social security number.
  • If a business, the full name of the company, address and telephone number.
  • The name of the state the company was incorporated in.
  • The business e-mail address.
  • The number of full-time and part-time employees.
  • The VIN# of the vehicle(s) being insured.
  • The year, make and model of the auto or truck.
  • Height and weight of the insured.
  • The beneficiary’s full name, address, telephone number and relationship to the insured.