When individuals apply for a loan from a financial institution, the prospective lender is going to ask for documentation to support the amount of the loan.
We are experienced at helping clients assemble these requested documents, which often include the following:
- Prior income tax returns
- Personal Balance Sheet ( a listing of the fair market value of your assets and liabilities; the difference between these two totals is your Net Worth)
- Cash f low projection with a list of assumptions
At your request, we can present these documents to the prospective lender on your behalf, explaining the figures and answering their questions.
