Thank you for registering for our upcoming Finance Symposium! You will receive an email confirming your registration shortly. This will include further details. In the meantime, if you have any questions, please do not hesitate to contact us:
Baltimore MBDA Business Center
One North Charles Street, Suite 707
Baltimore, Maryland 21201
Phone: 667-303-3530
Fax: 667-303-3547
Contact Us by Email
The financial representatives have requested that attendees bring the documents listed below. Although it is not mandatory, in order to have the most productive meeting it is highly recommended that you bring as many of the documents as possible. Please bring the most recent documents. Please submit or email to info@baltimorembdacenter.com.
| No. | Financial
Institution |
Services | Recommended
To Bring |
| 1. | BB&T
|
· Financing · Lines of Credit · Loans · Owner Occupied Commercial Mortgages |
· Accounts Receivable/Aging Report for Last 90 days · 2 Years Business and Personal Tax Returns · 2017 Profit and Loss statement & Balance Sheet |
| 2. | Citibank
|
· Financing · Loans · Lines of Credit · Owner Occupied Commercial Mortgage |
· Business and Personal Tax Returns for past 2 years · 2017 Profit and Loss · statement & Balance Sheet · Accounts Receivable Aging Report for Last 90 days |
| 3. | First National Bank
|
· Lines of Credit · Loans · Term Loans |
· Accounts Receivable/Aging Report · Balance Sheet · 2 Years of Business and Personal Tax Returns · Year to date Profit & Loss Statement |
| 4. | Harbor Bank
|
·Loans ·SBA Lending |
·Financial statements |
| 5. | Industrial Bank
|
·Revolving Line of Credit ·Term Loans ·SBA Lending |
·Capability Statement ·Marketing Materials ·Personal Financial Statements ·Pro Forma Statement for 2018/2019 |
| 6. | Liquid Capital
|
· Financing · Line of Credit · Loans |
· Accounts Receivables/Payables · Aging Statement · Balance Sheet · Capability Statement · Income Statement · Most recent financial statements |
| 7. | US Small Business Administration
|
· SBA Surety Bond Guarantee Program | · Company Capability Statement |
| 8. | Wells Fargo Bank
|
· Loans | · Line of Credit · Accounts Receivables/Payables · Aging Statement · Balance Sheet · Capability Statement · Income Statement |
