When you take your business plan to a lender or investor, you will also be asked to provide personal financial information. Preparing this information for inclusion in your business plan will help you gain the trust of these individuals. Here is what you should bring with you for all owners for the last three years.
- Tax returns for the past three years.
- A recent credit report, showing credit score.
- A personal financial statement. You can use the SBA personal financial statement (PDF) as a guide.
- A resume or curriculum vitae.
