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Example Financial Package

Knowing what to include in a funding proposal can help small businesses decide on the right solution for their financial needs. The Small Business Administration offers certain guidelines on what should be included in a financing application; this example financial package outlines those contents and provides a helpful checklist for prospective borrowers.

  • A detailed description of the reason for the loan
  • A completed loan application
  • All required business financial records, usually covering at least the last three years
  • Profit and loss statements
  • Ownership information for the company
  • Three years of income tax returns
  • A list of any previous loan applications in recent years
  • A certified copy of the business license
  • Personal information for owners and major shareholders

CNF Exchange can assist businesses in compiling this information and creating a persuasive loan application for a wide range of operating needs.