Required for transactions over $150,000

Financial Data Checklist

Please submit the following information to LW Capital Corp so we can evaluate your financing request and build the most competitive structure for your business.

LW Capital Corp requires the following information for transactions greater than $150,000.

Items completed:
0 / 7
1
Financial Statements
Last Two Years Fiscal Year End Financial Statements
Last Two Years Fiscal Year End Accountant prepared Financial Statements, or tax returns are acceptable. Company-prepared internal financial statements may also be submitted, along with the tax returns.
Interim Balance Sheet Plus Profit and Loss Statement
Enclose your most recent company prepared interim financial statement, along with a comparable statement from the prior fiscal year.
2
Additional Information
Two Bank References and Two Trade References
List two references from banks and two from vendors where your company has credit. If you have credit at only one bank, then one bank reference will suffice.
Projection of Next Year's Sales and Net Profits
Indicate next fiscal year's projected sales and net profits.
Description of Equipment to be Purchased
Provide purchase orders and/or equipment descriptions for all equipment to be financed.
Justification for Purchase
Explain why you are buying this equipment. Is it revenue producing or cost saving? If so, please quantify the benefit.
3
Required Application Forms
Completed Credit Application & Authorization Form
Submit the LW Capital Credit Application, which includes the Authorization to Obtain Credit Information. This is required for all transactions.

Download printable copy: ⬇ Financial Data Checklist (.doc) Go to Application Forms →
Ready to submit your package?
Email your financial package to lwein@lwcapitalcorp.com  ·  Call us at (949) 640-7783  ·  Fax: (949) 640-4448
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