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For existing business additional financial history (past three years) will be needed:
- Income (P&L) Statements
- Balance Sheets - latest no more than 45 days old
The following list suggests some of the other documents that might be included in a loan request or investor proposal:
- Resumes of key personnel
- Credit information for existing businesses
- Quotes or estimates for equipment or construction
- Letters of intent / contracts from potential customers
- Lease or purchase agreements
- Maps showing location and market information
- Photographs of products, equipment or buildings
- Charts and graphs to support marketing data
- Articles / reports to support industry trends data
- Other legal agreements (patents, license to manufacture, employment contracts, etc.)
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