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WORKSHOP RESOURCE

Preparing Your Financing File.

Organize the information an advisor and lender may request.

What to review

  • Prepare recent bank statements and basic business information.
  • List current lenders, balances, and payment schedules.
  • Gather the program-specific documents requested by your advisor.
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Educational information. Program availability and terms depend on eligibility, underwriting, and the lender.

YOUR NEXT MOVE

Let’s talk about your business.

Start with a short inquiry. A financing advisor can help you explore your options.

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Ready to move your business forward?

Tell us what you need. Let’s explore your financing options.

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LET’S BUILD YOUR NEXT CHAPTER

Start with your business.

Tell us what you need. A financing advisor can help you explore the next step.

This initial inquiry does not request a credit report. A full financing application may require separate lender authorizations. Privacy Policy · Credit inquiry information

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