The Baltimore MBDA Business Center is pleased to present our 2018 Finance Symposium, “Smart Financial Practices”. The Symposium will provide the opportunity to meet with individual financial representatives and feature financial seminars.
Thursday, March 15, 2018
Session A: 8:00 A.M. – 1:00 P.M.
Session B: 1:00 P.M. – 5:30 P.M.
Drexel University – Washington, DC Center
801 17th Street, NW – Washington, DC 20006
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 · Construction Financing |
| 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 · Construction Financing |
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The forms above are in PDF format – please download Adobe Acrobat Reader to view and access them if you do not already have this software.
