BUSINESS FINANCIAL PACKAGE
Tax Return Documentation
2-3 years tax returns, including scheduling Cs.
Financial Statements with Equipment Depreciation
Profits and loss statements showing annual income and expenses with depreciation of equipment, if any.
Owner and Manager Experience Outline
Business plan or outline showing breakdown of previous experience of owners and managers.
Revenue Generation Strategy (3-5 Years)
Plans to generate monthly/annual revenue over the next 3-5 years.
Profit Sustainability Plan
Demonstrate a clear plan to maintain and sustain increased profits.
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