Resource Guide
Methods that Work for Creating Corporate Clients, page 29
For Corporations Certificate of incorporation Articles of incorporation Minutes from shareholders’ first organization meeting and from first board of directors’ meeting Minutes from the shareholders’/board of directors’ meeting establishing current ownership Minutes from the most recent meeting of shareholders Minutes from most recent meeting of board of directors Corporation’s bylaws Certificate from the secretary certifying the names of all current members of the board of directors Both sides of ALL stock certificates Stock transfer ledger Proof of stock purchase or equity investment for woman (women) owner(s) Voting agreements and other equity interests including stock options, warrants, buy/sell agreements and right of first refusal If an out-of-state corporation, proof of authority to do business in the state where application is made Schedule of advances made to corporation by shareholders for the preceding three years
For Limited Liability Company (LLC) Articles of organization Certificate of organization (for businesses in states that issue certificates) LLC Regulations and/or Operating Agreement and/or Member Agreement Member List with Titles Proof of Equity Investment for Woman (Women) Owner(s) If an out of state LLC, Proof of Authority to do business in the State where application is made Schedule of Advances made to LLC by members for the preceding three years
Citation
Center for Women’s Business Research. “Methods that Work for Creating Corporate Clients, page 29.” Washington, DC.