FINANCING FOR THE PURCHASE OF A MEDICAL PRACTICE Documents Required: Commercial Application - Please complete all information requested Copy of the Contract of Purchase Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns) If you already own a practice and are acquiring another practice then you need interims for both practices Corporate Financial Statements or Corporate Tax Returns, for the last 3 years if incorporated If you already own a practice and are acquiring a practice then you need Corporate Financial Statements or Corporate Tax Returns from both practices If you are an individual physician purchasing a practice and are acquiring another practice then you need Corporate Financial Statements or Corporate Tax Returns for the practice you are purchasing Personal Tax Returns, for the last 3 years -If the Practice is a Sole Proprietorship Personal Financial Statement of Principal(s) Copy of the Medical License for the Physician purchasing the practice 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.

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