Assemble Financial, Legal and Descriptive Documentation
In addition to identifying and valuing your business assets, you will be required to provide business documentation as part of the ABL application and to comply with the lender’s due diligence.
This step ensures that all required business documentation will be available when needed in the upcoming steps to finance your company.
General Documentation Preparation
Borrowers must assemble the financial, legal and
descriptive information about your company that will be required by Lenders.
This data can be entered into the Borrower’s Vault as time and availability of
the information permits. Some documentation might have to be created from
scratch, but the sooner you can aggregate all of the above materials and have
them stored in the Borrower’s Vault, the better.
BPQ Documentation and High-Level Disclosure Timeline
The following documents are typically required, along with the timing of their expected submission to the lender:
PQ can refer you to third-party advisors for help, including Tax Consultants, Lawyers, Accountants and more.
Contact Us at any time for help or to provide feedback
