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ALOS / BUSINESS FINANCING PREPARATION

Equipment collateral file

Business: ____________________   Date: ______________   Prepared by: ____________________

Field and promptYour notes, evidence and questions
Legal owner and ownership evidence 
Make, model, serial number and location 
Age, condition, photographs and maintenance 
Purchase cost and accounting carrying value 
Valuation basis, date and evidence 
Existing loans, leases or broader security claims 
Required payout, consent, priority or release checks 
Insurance, access and removal questions 
Funding purpose, net proceeds and repayment source 
Downtime scenario, operational effect and open questions 

Complete using current records. Separate confirmed facts from assumptions. Record unresolved questions and who will confirm them. This worksheet is a preparation aid, not an approval, financing offer, valuation or legal opinion.