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Loan Package Components
Establish Your
Organization
Finance Your
Business
Tax and
Licenses
Grow and
Maintain

  1. Financials
    • Balance sheets
    • Cash flow for previous 12 months (if applicable)
    • Estimated cash flow for next 1-3 years (plus assumptions used)
    • Personal financial statements
    • Tax returns
    • Credit reports

  2. Summary
    • Reiterate exactly how much you need and what you will do with it
    • Summarize reasons why you should get the loan

  3. Exhibits
    • Newspaper and magazine articles related to your product/industry that provide examples of growth or opportunity for your new business
    • Letters of reference, samples of contracts with clients, awards, etc.
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