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Financial Management

This section should include:
  • For a New Business
    • Estimate of start-up costs.
    • Projected balance sheet (1 year forward).
    • Projected income statement (1 year forward).
    • Projected cash flow statement (12 months forward).
  • For an Existing Business
    • Balance sheets (last 3 years).
    • Income statements (last 3 years).
    • Cash flow statement (12 months).
  • If Applying for a Loan (in addition to the above)
    • Current personal financial statement on each principal.
    • Federal tax return for prior year.
After reviewing this section the reader should:
  • Have a good understanding regarding the financial capacity and/or projections for your company.
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