What do I need to get started?
- Must meet all membership requirements
- Business must be under current ownership for at least 24 consecutive months
- Key owners, any individual with at least 20% ownership in the business, need to provide personal guaranty
- All appropriate business legal structure documents
- Minimum of 2 years Business and Personal Federal Tax Returns (complete with all schedules and attachments)
- Interim Income Statement and Balance Sheet if more than 90 days past Fiscal year End
If you have any questions or would like to discuss your options, please contact us.