Our emphasis on electronic services has made banking incredibly easy, yet our dedication to providing great business lending remains the same. Whether your business is large or small, our staff is dedicated to helping your business succeed. Please contact a CBiz Small Business Loan Officer today to assist you in building the perfect loan for your company. To reach out to all of the business lenders, feel free to contact them at [email protected].
Recommended Meeting Documentation
After you have set up a meeting with one of our trusted CBiz Small Business Loan Officers, you are onto the final step of meeting preparation. Before meeting with your lending contact, please collect the following documentation:
- Driver’s License
- For all business owners: Personal Tax Returns – 2 most recent years
- Business Tax Returns – 2 most recent years
- YTD Business Financial Statements with 2 year comparison (Balance
Sheet, Profit & Loss, A/R Aging)
Based on your loan details, there is a chance more documentation will be requested. Your loan officer will inform you if further documentation is required.
