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CHAPTER 15 - PREPARE FOR YOUR SUCCESS
Take great care in your preparation of all the items
mentioned in the previous fourteen chapters.
Unfortunately, you normally only get one shot per
funding source, so make it your best!
Have Additional Information To Have
Ready
 Schedule of Assets
Personal Financial
Statements
Credit Report Releases
Business Tax Returns
Personal Tax Returns
Articles of Incorporation
Copies of Orders or Invoices
Customer Testimonials
Trade References
Banking References
Title Reports (equipment,
equipment lease, equity, equity placement, real
estate, etc.)
Asset Appraisals
Patents, Trademarks or Licenses
Presentation
First impressions are lasting,
make a good one.
Use a color product brochure as
a cover.
Bind the material in such a way
that allows for easy reading.
Tab each section for direct
access.
Keep your information concise
and to the point.
Pictures are worth a thousand
words, include good ones.
Support assumptions with facts,
not more assumptions.
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