Acquisitions

Documents Required:
  • Commercial Application - Please complete all information requested

  • Corporate Financial Statements or Corporate Tax Returns, last 3 years (on both companies)

  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)

  • Personal Financial Statement of Principal(s)

  • Personal Tax Returns of Principal(s), for the last 3 years

  • Copy of Business Plan with an outline of the acquisition

  • How much do you need to finance & what repayment terms are desirable?

The required documentation may vary due to the amount and circumstances of the transactions.
Every financial request deserves attention! If you are unsure or want to discuss your financial needs please call us at 888-654-6819 or email us. Click here.