MEDICAL PRACTICE WORKING CAPITAL

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

  • Receivables and Payables Aging and Concentration, for Current 30, 60, 90+ days

  • History of the Practice

  • Most Current Business Interim Financial Statement

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

  • 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

  • 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.
Click here for a printable version