Here are some of the things we’ll want to take a look at in order to get a handle on your business and prepare for your Capital You Day.
For Business Strategy
- Income statement & balance sheets
- List of all products & services you provide to customers
- Prior year(s) tax returns (if available)
- Current year revenue Goals
- List of your immediate competitors
For Business Funding
- Income statement & balance sheets
- Operating agreement & banking resolutions
- FICO 8.0 or (Vantage Score 3.0) credit profiles (from Equifax, Experian & Transunion)
- List of all products & services
- Understanding of current personal banking accounts
- List of business banking accounts
- Personal & Business Address
- Personal & Business Phone Number
- Personal & Business Email Address
- Business EIN
- Articles of Organization
- Beneficial Ownership Report
