45 minutes
This consultation is for persons in the process of applying for capital who need assistance with their loan application and completing the documentation required.
To assist you in applying for a loan, you must bring to the appointment: your YTD PNL, your Balance sheet, and 3 years of tax return (If you do not have three years of business tax returns, please provide 2 years of personal.) If you are a startup, you will need a 2-year forecast and your business plan.