Overview
Appointment Check-List
AG Cash Flow Worksheet
AG Financial Statement
Checking/Savings Account
Credit & Loans
Online Banking
AG Links
Financial Calculators

Appointment Check-List
Existing Business 
Last 3 years of fiscal year end balance sheets  
Last 3 years of income statements  
Cash Flow projections 
Signed personal financial statement  
Last 3 years of personal and business federal tax returns  
 
Business Acquisition 
Last 3 years of fiscal year end balance sheets  
Last 3 years of income statements  
Interim balance sheets and income statements  
Signed personal financial statement  
Last 3 years federal tax returns on the business  
Signed purchase agreement and  
Projections for at least one year - cash flow, balance sheet, and income statement  
 
Start-Up Business 
Detailed business plan  
Signed personal financial statement  
Last 3 years federal tax returns on individual  
Projections for at least one year - cash flow, balance sheet, and income statement  
 
All Requests 
If a corporation - Articles of Incorporation  
If a partnership - Partnership Agreement  
If a LLC - Articles of Organization  
Use of Proceeds  
 



FDIC
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