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Monday, 24 Apr 2017

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)

Fax the required information above to 1-954-725-2746 Attn: Credit

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:


Credit Department
Allstate Capital
1600 S Federal Highway, Suite 811
Pompano Beach, FL 33062
800-949-0018 Main Phone
954-725-2746 Fax
Disclaimer
All programs, conditions, and terms are subject to credit approval and can change at any time without notice.
Allstate Capital is not affiliated with The Allstate Corporation or any of its affiliates or subsidiaries, including the Allstate Insurance Company.
Allstate Capital does not offer tax advice.