Checklist: Top Documents You’ll Need for a Small Business Loan

If you’re in the market for a small business loan from a traditional lender, bank or otherwise, be prepared to collect some important documents to kick off the process.

Understandably, this may be a daunting task for many. But with this guide, you’ll be well prepared for the initial-review phase for a small business loan.

Whether you’re an existing business or a startup, we’ll walk you through the initial required paperwork you’ll need for a loan to finance your working-capital needs, including equipment, inventory, payroll and more.

These requirements are fairly standard for bank lenders and alternative lenders alike including CDC Small Business Finance, a leading lender and nonprofit that has more flexibility than a bank and has served the entrepreneur community for 40 years.

TOP DOCUMENTS CHECKLIST

Related Reading:

• Get free business plan or projections templates here
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• 6 dos and don’ts of crafting an effective business plan

Are you looking for financing for your business? CDC Small Business Finance is a small business lender and nonprofit that has provided more than $18 billion in funding to borrowers throughout California, Nevada and Arizona. We offer several loan options for business owners who want to launch or grow their operations.

Tell our loan experts about your business, and they’ll work to match you with a financing plan that best suits you. Let’s talk! Reach us at loaninfo@cdcloans.com or (619) 243-8667.

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