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Bank Financing Requirements

When individuals apply for a loan from a financial institution, the prospective lender is going to ask for documentation to support the amount of the loan.

We are experienced at helping clients assemble these requested documents, which often include the following:

Prior income tax returns
Personal Balance Sheet ( a listing of the fair market value of your assets and liabilities; the difference between these two totals is your Net Worth)
Cash f low projection with a list of assumptions

At your request, we can present these documents to the prospective lender on your behalf, explaining the figures and answering their questions.



Mailing Address Hilton Head Island Office Bluffton Office
P.O. Box 22677
Hilton Head Island, SC 29925
The Professional Building, Suite 303
2 Corpus Christie Place
Hilton Head Island, SC 29928
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181 Bluffton Road, Magnolia Village, Unit A-104
Bluffton, SC 29910
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  Telephone: 843 290-8080
Fax: 866 611-0201
Skype: davidshatz
Email: info@davidshatz.com
  “Professional, Reliable and Affordable”