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Financial Readiness Checklist The following list will help you identify the types of information a banker will need to make an informed decision about your business. Three years income tax and financial statements Year-To-Date Profit & Loss and Balance Statement Personal Finance Statements Projected Cash Flow Statements for next 12 Months Pro Forma for next 12 Months/Length of Loan Federal and State Taxes Information Collateral Sheet Well Written Business Plan

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