- Last 3 year's CPA prepared financial statements with
job schedules
- Most recent interim financial statement, job schedules
and aging of receivables
- Most recent year-end tax return, if applicable (first
four pages)
- Current bank letter outlining the company's working
capital line of credit
- Current personal statement on the stockholder(s) [form
available]
- Contractor Questionnaire [form
available]
- Copies of any Buy/Sell Agreements in effect or an outline
of continuity plans
- Any other pertinent information available on the firm
(i.e. current AIA Qualification Statement, bussiness plans,
resumes, corporate brochures, reference letters on file,
etc.)
- Current ACORD certificate of insurance
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