We are evaluating a SaaS acquisition opportunity that is a corporate divestiture. In order to assess SBA financing options I'm told:

- Parent company would need to extract revenue and expenses for this business (that were reported in their corporate tax returns)
- For the prior 3 years (at least)
- Figures need to be provided on a monthly basis
- Parent company accountant needs to attest to the accuracy of these figures

Two questions:
(1) Can anyone please comment on whether this is correct - anything missing?
(2) Does anyone have a specific example of this type of extract that they would be comfortable sharing?

We're keen to minimize the back and forth with the company accountants, so want to give them very specific instructions and ideally a template/example.

Thanks in advance!