Minimum Requirements

*Complete Financial Information is Required

1. Last three fiscal year-end financial statements to include all footnotes, schedules and management letters.
2. Most recent interim, year to date financial statement and comparable statement from prior year to include balance sheet, income statement and statement of cash flow.
3. Debt schedule for the last FYE period and current interim period.
4. Financial projections (income statement, balance sheet, and statement of cash flows) for the current and upcoming fiscal year end.
5. List of equipment assets to be financed or refinanced. Old and recent appraisals are welcomed.
6. Detailed description - Sources and uses of funds as contemplated by this transaction.
7. A brief write-up of the business, when it began, how it grew, ownership structure (percentage of ownership), what special service(s) it provides, composition of the client base, market area served, competition and how future growth is to be achieved.
8. Financial statement for each personal guarantor - Personal Financial Statement Form (MS Excel)
9. Resumes or Management Bio’s of the owners and key officers.
10. Organizational chart outlining all affiliates, subsidiaries and ownership percentages.
11. PMCFSG Transaction Questionnaire Form (MS Word)
Loans will be made pursuant to a California Department of Corporation under California Finance Lenders License.