Supporting Documents
In addition to the business plan, provide whatever supporting documents that your loans or economic development officer requires. You may some of these or more, it will depend on whats required.
Note: Provide copies of the documents; keep the originals in your records.
| Required | ||
|---|---|---|
Yes | No | |
| Copy of the parternership agreement | ||
| Copy of the shareholder’s agreement | ||
| Copy of the joint venture agreement | ||
| Copy of the articles or certifical of incorporation | ||
| Resumes of key employees | ||
| Copy of management contract | ||
| Detailed list of existing & proposed equipment | ||
| Evidence the building meets codes | ||
| Copy of the land lease | ||
| Copy of the appraisal for land, building & equipment | ||
| Copy of the accepted offer to purchase | ||
| Firm price contracts & quotes for equipment & bulding | ||
| Firm price contracts & quotes for leasehold improvements | ||
| Firm price contracts & quotes for building renovations | ||
| Copy of opinion of value for business acquisition | ||
| Copy of estimate of value for the business acquisition | ||
| Evidence your cash contribution is available | ||
| Personal net worth statements of owner and shareholders | ||
| Evidence that other sources of financing have been approved | ||
| Copy of the franchise agreement | ||
| Vendor’s financial statements for the last 3 years | ||
| Copy of maps of the area | ||
| Copy of a diagram of the floor space | ||
| Structure of the business and surrounding businesses | ||
| Insurance quote | ||