MERGER FINANCING Documents Required: Commercial Application - Please complete all information requested Business Plan, description of the merger and financial projections Corporate Financial Statements or Corporate Tax Returns, for the last 3 years (on both companies) Personal Financial Statement of Principal(s) Personal Tax Returns of Principal(s), for the last 3 years Interim Financial Information (if it has been ninety (90) days since the last financial statements or tax returns) (on both companies) 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 410.371.9753 or email us.