Miami Commercial RE's Cool tools - Financial Readiness Checklist

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Financial Readiness Checklist

The following list will help you identify the types of information a banker will need to make an informed decision about your business.

Three years income tax and financial statements

Year-To-Date Profit & Loss and Balance Statement

Personal Finance Statements

Projected Cash Flow Statements for next 12 Months

Pro Forma for next 12 Months/Length of Loan

Federal and State Taxes Information

Collateral Sheet

Well Written Business Plan

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