What We Consider
When you apply for a working capital line of credit with Allied Financial, we make the process as easy and fast as possible. In fact, our deals can be completed from start to finish in as little as 5 business days if you have the forms and information we need readily available.
If you are considering applying, learn more about the documents you can gather to help expedite the process between the initial consultation and funding.
We are prepared to move as quickly as your business requires and having this information ready to go is the best way to get your business on the road to growth and capturing future opportunity.
Business Information We Collect in Our Application
Please collect as much of this information as you have available as it allows us to get a thorough understanding of your business’s financing needs and opportunities.
1. A copy of your company’s most recent year-end financial statement.
2. A copy of the most recent interim financial statement.
3. The most recent A/R and A/P agings.
4. Copies of 3-4 open A/R invoices with proof of delivery or evidence of performance.
5. A copy of the company’s most recent tax return.
Personal Financial Information We Take into Account
In addition to gathering financial information about the business, we will also require a personal financial statement from the principals. This document is similar to what you would fill out when applying for a credit card or personal loan and asks basic questions regarding income, assets, financial obligations, etc.
Download a copy of our Personal Financial Statement.
Other Helpful Information You May Provide
If you have any other information or materials that you believe would be helpful in allowing us to get to know your business, please be sure to provide them. Getting a comprehensive overview of your company’s past, present, and future goals helps us recommend the best financial solution for your unique situation.
Examples of documents that you could provide include:
• Executive Summary of the Business
• Business Plan
• Sales Backlog Report
• Resumes of the Principal(s)
• Market or Product Information not on Website
Want to know more about working capital financing solutions? Click here.
Learn More About Working Capital Financing
Start Your Application for Working Capital Financing Today
If you are interested in learning more about working capital financing solutions from Allied Financial Corporation of Delaware Valley and our easy application process, please fill out our contact form or call us at (856) 481-4790.
One of our financing decision makers will contact you for a free consultation where we can get to know your business’s working capital needs and outline potential financing solutions.