Solar Transaction Requirements
Financials not usually needed for under 100K
FINANCIAL PACKAGE $100,000.00 – $499,999.99
- Completed Credit Application (please complete all the required fields & have each owner with 20% or greater ownership, sign and date the bottom of the application).
- Overview of company’s history, operations, ownership and management.
- Fiscal Year-End Financial Statements 2020 and 2021.
- Corporate Tax Returns for 2019 and 2020
- Interim P&L & Balance Sheet (no older than 90 days).
- Personal Financial Statements, signed & dated for each owner with a 20% or greater position in the company.
- Tax Returns 2019 and 2020 for each owner with a 20% or greater ownership position in the company.
FINANCIAL PACKAGE $500,000.00 & UP
- Completed Credit Application.
- Overview of company’s history, operations, ownership and management.
- Fiscal year-end Financial Statements 2016, 2017 & 2018.
- Corporate Tax Returns for 2016, 2017 & 2018.
- Interim P&L & Balance Sheet (no older than 90 days).
- Personal Financial Statements, signed & dated for each owner.
- Tax Returns for 2016, 2017 & 2018 for each owner.