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    • Step 1 - Your Demographic Information 
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    • Step 2 - Business Partners/Co-Owners 
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    • Step 3 - Business Information 
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    • Step 4 - Proposed Uses 
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    • Step 5 - Personal Finances 
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    • Please click here for IRS 4506-T Form & Instructions

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    • Step 6 - Business Finances 
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    • Please click here for IRS 4506-T Form & Instructions

    • Create balance sheets here

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    • Create income statements here

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    • Download a cash flow excel template here

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    • Find the break even analysis template that's right for you, here

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    • Download an accounts receivable template here

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    • Download an accounts payable template here

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