See also our other tools and checklists:

Description

The business' financial statements for the last 3 years

Y

Details of the market value of the assets and liabilities of the business.

Y

Business information: Vendors Statement if purchasing; Constitution or Trust Deed for existing businesses.

Y

Last three years personal tax returns for all Directors or Partners.

Y

Rates notice on any property to be offered as security.

Y

A projected Cash Flow Statement for the next 12 months or longer if available.

Y

Business Plan if available.

Y