Before approaching a bank, you need:
✔ 1. Personal financial statement
Assets → liabilities → net worth.
✔ 2. 2 years tax returns
Banks need stability.
✔ 3. Proof of funds
Bank statement, investment account, home equity.
✔ 4. Resume or experience summary
Banks love real management experience.
✔ 5. Credit score
Good history, no major issues.
You cannot skip these.
Your consultant cannot skip these.
Banks won’t review anything until these are complete.
