8 Essential Steps to Secure Funding for Your Business

Detail how much money you need, its purpose, and your repayment plan.

Loan Proposal

Compile your balance sheet, profit and loss statement, and cash flow statement.

Financial Statements

Assemble your driver's license, commercial leases, business licenses, and articles of incorporation.

Legal and Identity Documents

Prepare proof of collateral and your detailed business plan.

Collateral and Business Plan

Include your debt schedule, legal contracts, and agreements.

Financial and Legal Details

Present your resume to highlight your expertise and a succession plan to ensure business continuity.

Personal Credentials and Succession Plan