Next Steps | What You Need to Start a Loan Application 

Our team and lenders will need the following information to assist with your application.

Business Plan: A business needs direction and lenders will look to understand your strategy for the business after the acquisition or expansion.

Background or Resume: The skills the owner or key management bring to the table are essential to a businesses success. 

Statement of Position: An understanding of your current position, the assets you own and the liabilities you currently have will help our team understand what options are available when structuring your transaction. Download Statement of Position Form

Financial Statements: When buying or expanding a business, wherever possible, obtain the most recent financial statements; which will help the lender process your application faster.