Catalina Finance & Consulting is a Boutique Management Rights Finance Specialist based on the Sunshine Coast Queensland.

Management Rights Finance

    We felt that Barry and Catherine were professional people who were genuinely interested in our requirements and were committed to giving us the best possible service and advice to fit with our personal situation and therefore obtain the best return on investment. Ron & Jenny Tavinor
Koko Riverside Apartments

Standard Requirements of Financiers

Management Rights - Home > Management Rights Finance > Standard Requirements of Financiers

The financier will generally require the following when assessing your application.

  • Copies of both contracts (Unit & Business).
  • Copy of Management and Letting Agreements. 
  • Last year's Profit and Loss statement on business being purchased.
  • Verification report if held. (Approval maybe sort subject to satisfactory completion.) 
  • Your personal &/or business tax returns for the past two years.
  • Projected monthly cash flow.- not all banks require. 
  • Brief Resume - Detailing your associated experience/expertise for management rights.
  • Signed statement of Assets and Liabilities. 
  • Privacy Act consent forms to obtain credit checks.
  • Certified copies of identification documents - passport and drivers licence.

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