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Mar 20 • General discussion
Capital Readiness Checklist
Before a lender approves your business, they’re quietly checking these 7 things:
  1. 3 years of tax returns
  2. Clean P&Ls and balance sheets
  3. Personal financial statement
  4. Debt schedule
  5. Cash flow consistency
  6. Industry risk
  7. Your story as an operator
Most business owners can’t present this cleanly in one place.
And that’s why deals die.
If you want my full Capital Readiness Checklist, comment CHECKLIST and I’ll send it over.
— Jon P. Moffitt #JonPMoffitt
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Jon Moffitt
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Capital Readiness Checklist
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