In the end only three things matter: how much you loved, how gently you lived, and how gracefully you
Idea Transcript
an Oregon state agency
Oregon Business
How We Can Help
Global Connections Home
Innovate & Create
How We Can Help
Finance Programs
Economic Analysis
Infrastructure
About Us
Checklist
General Checklist
How We Can Help COBID Certification
A general checklist of items you may need to present, along with a completed program application form. Most recent financial statements should be within 90 days of the
Finance Programs
application.
Grow Oregon Program
Export Promotion Program Industrial Sites
Tax Incentives Business Succession Planning Other Business Services
Starting a Business in Oregon
Oregon Success Stories
Farm to Plate: Artisan Food Business Grows the Old Fashioned Way Classic Foods, a Portland artisan foods processor, utilized an industrial development express bond from Business Oregon to invest and grow its business in Northeast Portland.
Historical and Interim Financials balance sheet, income statement, cash flow statement, financial statement notes, tax returns for last 3 years Personal Financials recent personal financial statement, 3 years of personal tax returns Affiliate Statements list all affiliates or subsidiaries, last 3 years of balance sheets and profit & loss statements on each Pro Formas two years of pro forma financial statements (balance sheet, income statement, cash flow statement). Cash flow pro forma must be monthly for a minimum of 12 months.
Project Plans plot plan and/or drawings of proposed project, map of project site
Company Management organization chart of company showing key positions and functions
Lender Commitments commitments from other lenders financing the project
Collateral and Appraisals department may require appraisals
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Business Plan analysis of the opportunity including revenue and expense forecasts, market analysis, etc. Project Description details of your project, from start to finish, including a list of sources and uses of funds for the project