MEDICAL PRACTICE REFINANCING

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

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

  • Detailed breakdown if existing financing, including lender information,
    present loan balance and assets financed

  • 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, for the last 3 years -If the Practice is a Sole Proprietorship

  • Copy of the Medical License for the Physician

  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years if incorporated

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.
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