Financial Statements

In some cases, financial statements are required or requested.  To obtain leasing services for transactions that exceed our "Application Only" requirements, or otherwise may require additional information to obtain a credit decision, or to get the lowest rates, the following information will probably be required.

Transactions up to $150,000

1. Principals last 2 years personal tax returns (unless the company is Publicly, or widely, traded or non-profit).  If there are incomes or expenses on schedules, complete returns will be required.
2. Business tax returns for the last 2 years, or complete audited financial statements with all notes.
3. Most current Business Interim Financial Statement with P&L, Income Statement, Blance Sheet.
4. Personal Financial Statement for each principal unless publicly traded or non-profit.
5. If the business is under 2 years old, a business plan, and principals resumes may be required.
6. Equipment description and associated costs
7. Last 4 months of your business bank statements (first page only of each month)

Transactions over $150,000

1. Complete copies of each Principals last 2 years personal tax returns (unless the company is Publicly, or widely, traded)
2. Complete business tax returns for the last 2 years, or audited financial statements with all notes.
3. Most current Business Interim Financial Statement
4. Personal Financial Statement for each principal unless publicly traded.
5. If the business is under 2 years old, a business plan and principals resumes will be required.
6. Equipment description and associated costs
7. 2-3 comperable borrowing references.
8. Last 4 months of your business bank statements (first page only)
9. Debt schedule may be required as will additional information as requested by credit. 

Mail or fax the information required above to: