Equipment Financing Checklist

Use this checklist to organize the basic equipment and transaction information before speaking with Meridian.

Equipment details

• Description of the equipment
• Intended business use
• Quote or invoice when available
• Seller information when relevant

Purchase discussion

For an equipment purchase, organize the equipment description, seller, quote or invoice, and intended use so the transaction can be reviewed in context.

Refinance discussion

For equipment refinancing, also organize information about the existing obligation.

• Current obligation or statement when available
• Payoff information when available
• Lien information when relevant
• Current equipment information

Lease discussion

If a lease structure is being considered, identify the equipment and transaction objective and have the proposed agreement or available seller information ready for discussion.

Before the review

A listed item is not a universal requirement. Meridian will confirm what is relevant after reviewing the transaction.

Availability, eligibility, structures, costs, and timing depend on the transaction, provider review, documentation, program availability, and applicable terms.