In order to issue a proposal in a quick and efficient manner, we simply need the following information:

1. Last three years fiscal year end financial statements (Balance Sheet & P&L) and tax returns for the business.

2. Most current interim financial statement (Balance Sheet & P&L) less than 60 days old for the business.

3. Personal tax returns (include all schedules) for the past three years (principal shareholders).

4. Personal financial statement of principal(s) less than 30 days old.  Download this form.

5. Schedule of all corporate debt. Download this form.

6. Breakdown of estimated project costs. Download this form.

Please note we will not obtain any personal or business credit reports until a TLS loan proposal is issued and accepted.

Forms can be viewed using Adobe Acrobat Reader. If you do not have this free software you many download it here.

SUBMIT YOUR PROJECT FOR INITIAL REVIEW/PREQUALIFICATION ONLINE!