What we'll need:
- A Personal Financial Statement that's complete, signed and dated
- Complete Personal Tax Returns, including federal, for the last three years. This is in addition to the complete business tax returns
- Current Balance Sheet, Income Statement and Cash Flow Statement
- Balance sheet for the last two years (as of 12/31)
- Income Statement for the last two years (as of 12/31)
- Accountant's Name and Phone Number
- Business Insurance Agent and Phone Number
- Articles of Incorporation and Bylaws
- Articles of Organization and Operating Agreement (LLC, Corp or Partnership)
- Business Plan
Print, fill out and fax, mail or drop off at the Heartland nearest you.
Please contact Dianne Jentz (NMLS #528575) or Phil Christiansen (NMLS #528576) for more information.
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