Business Start-up Financing Checklist
- Individual Financial Statement. One for each person who owns 5% or more of the company.
- Most recent two years personal Federal Income Tax Returns for each owner.
- Most recent two years business Federal Income Tax Returns (if applicable). Current Income Statement not more than 30 days old.
- Written Business Plan and 2 years projected Financial Statements.
- Current Business Balance Sheet.
- Articles of Incorporation or Organization (if applicable).
- Organizational Operating Agreement (for other than sole proprietorship).