Business Intake Form
Please complete prior to business consultation. Thank you.
*PLEASE NOTE THIS IS NOT A LOAN APPLICATION
Personal Information
First Name (Business Owner)
*
Last Name (Business Owner)
*
Address (Home)
*
City
*
State
*
Please Select
AL : Alabama
AK : Alaska
AZ : Arizona
AR : Arkansas
CA : California
CO : Colorado
CT : Connecticut
DC : District of Columbia
DE : Delaware
FL : Florida
GA : Georgia
HI : Hawaii
ID : Idaho
IL : Illinois
IN : Indiana
IA : Iowa
KS : Kansas
KY : Kentucky
LA : Louisiana
ME : Maine
MD : Maryland
MA : Massachusetts
MI : Michigan
MN : Minnesota
MS : Mississippi
MO : Missouri
MT : Montana
NE : Nebraska
NV : Nevada
NH : New Hampshire
NJ : New Jersey
NM : New Mexico
NY : New York
NC : North Carolina
ND : North Dakota
OH : Ohio
OK : Oklahoma
OR : Oregon
PA : Pennsylvania
RI : Rhode Island
SC : South Carolina
SD : South Dakota
TN : Tennessee
TX : Texas
UT : Utah
VT : Vermont
VA : Virginia
WA : Washington
WV : West Virginia
WI : Wisconsin
WY : Wyoming
Zipcode
*
Ward
Please Select
1
2
3
4
5
6
7
8
Email
example@example.com
Gender
*
Please Select
Male
Female
Non-Binary
Prefer not to say
Other
Cell Phone Number
*
Please enter a valid phone number.
Race/Ethnicity
*
Asian
Black or African American
Hispanic, Latino, or Spanish
Middle Eastern or North African
American Indian or Alaska Native
Native Hawaiian or Other Pacific Islander
White
Other
Prefer not to say
Are you part of any of these populations? (check all that apply)
Disabled
Immigrant
LGBTQ+
Limited English Proficiency
Returning Citizen
Refugee/internally displaced
None
Prefer not to say
Other
Property Information
Business Occupancy
*
Please Select
Property Vacant
Property Occupied
Property Owner/Landlord Name
*
Property Owner/Landlord Address*
*
Property Owner/Landlord City
*
Property Owner/Landlord State
*
Please Select
AL : Alabama
AK : Alaska
AZ : Arizona
AR : Arkansas
CA : California
CO : Colorado
CT : Connecticut
DC : District of Columbia
DE : Delaware
FL : Florida
GA : Georgia
HI : Hawaii
ID : Idaho
IL : Illinois
IN : Indiana
IA : Iowa
KS : Kansas
KY : Kentucky
LA : Louisiana
ME : Maine
MD : Maryland
MA : Massachusetts
MI : Michigan
MN : Minnesota
MS : Mississippi
MO : Missouri
MT : Montana
NE : Nebraska
NV : Nevada
NH : New Hampshire
NJ : New Jersey
NM : New Mexico
NY : New York
NC : North Carolina
ND : North Dakota
OH : Ohio
OK : Oklahoma
OR : Oregon
PA : Pennsylvania
RI : Rhode Island
SC : South Carolina
SD : South Dakota
TN : Tennessee
TX : Texas
UT : Utah
VT : Vermont
VA : Virginia
WA : Washington
WV : West Virginia
WI : Wisconsin
WY : Wyoming
Property Owner/Landlord Postal Code
*
Property Owner/Landlord Email
*
Phone Number
*
Business Information
Company Name (If none enter, N/A)
*
Address (Business)
*
City (Business)
*
State (Business)
*
Please Select
AL : Alabama
AK : Alaska
AZ : Arizona
AR : Arkansas
CA : California
CO : Colorado
CT : Connecticut
DC : District of Columbia
DE : Delaware
FL : Florida
GA : Georgia
HI : Hawaii
ID : Idaho
IL : Illinois
IN : Indiana
IA : Iowa
KS : Kansas
KY : Kentucky
LA : Louisiana
ME : Maine
MD : Maryland
MA : Massachusetts
MI : Michigan
MN : Minnesota
MS : Mississippi
MO : Missouri
MT : Montana
NE : Nebraska
NV : Nevada
NH : New Hampshire
NJ : New Jersey
NM : New Mexico
NY : New York
NC : North Carolina
ND : North Dakota
OH : Ohio
OK : Oklahoma
OR : Oregon
PA : Pennsylvania
RI : Rhode Island
SC : South Carolina
SD : South Dakota
TN : Tennessee
TX : Texas
UT : Utah
VT : Vermont
VA : Virginia
WA : Washington
WV : West Virginia
WI : Wisconsin
WY : Wyoming
Zipcode (Business)
*
Ward
*
Please Select
1
2
3
4
5
6
7
8
State of Incorporation
*
Please Select
AL : Alabama
AK : Alaska
AZ : Arizona
AR : Arkansas
CA : California
CO : Colorado
CT : Connecticut
DC : District of Columbia
DE : Delaware
FL : Florida
GA : Georgia
HI : Hawaii
ID : Idaho
IL : Illinois
IN : Indiana
IA : Iowa
KS : Kansas
KY : Kentucky
LA : Louisiana
ME : Maine
MD : Maryland
MA : Massachusetts
MI : Michigan
MN : Minnesota
MS : Mississippi
MO : Missouri
MT : Montana
NE : Nebraska
NV : Nevada
NH : New Hampshire
NJ : New Jersey
NM : New Mexico
NY : New York
NC : North Carolina
ND : North Dakota
OH : Ohio
OK : Oklahoma
OR : Oregon
PA : Pennsylvania
RI : Rhode Island
SC : South Carolina
SD : South Dakota
TN : Tennessee
TX : Texas
UT : Utah
VT : Vermont
VA : Virginia
WA : Washington
WV : West Virginia
WI : Wisconsin
WY : Wyoming
Website
Email
*
example@example.com
Year Established (if applicable)
Employer Identification Number (EIN)
DUNS Number
*
If the company does not have a DUNS Number, enter "NA".
Number of Employees/Jobs at Intake (including the business owner)
*
Number of Full-Time Employees
*
Number of Part-Time Employees
*
Business Phone Number
*
Please enter a valid phone number.
Mobile Phone Number
*
Please enter a valid phone number.
Brief Description of the Business
Are you the business owner?
*
Yes
No
Minority Owned?
*
Yes
No
Prefer not to say
Not Applicable
Woman Owned?
*
Yes
No
Prefer not to say
Not Applicable
Veteran Owned?
*
Yes
No
Prefer not to say
Not Applicable
Business Type
*
Sole Proprietorship
Partnership
Limited Liability Company (LLC)
C-Corporation
S-Corp
Nonprofit
Unregistered Business
Other
Annual Revenue
*
Not Revenue Generating
$1- $25,000
$25,001 - $50,000
$50,001 - $100,000
$100,001 - $200,000
$200,001 - $500,000
$500,001 - $1,000,000
$1,000,000 +
Monthly Commercial Rent ($) (applicable to tenants only) Type, $0 if not applicable
Local and Federal Government Certifications
*
Certified Business Enterprise (CBE) by DC DSLBD
Disadvantaged Business Enterprise (DBE) by US DOT
Minority Business Enterprise (MBE) by NMSDC
Women Owned Small Business (WOSB) by SBA
Historically Underutilized Business (HUB) Zone by SBA
SBA 8(a) Certification
Small, Women-owned, and Minority-owned (SWaM) Business by VA SBSD
Local Disadvantaged Business Enterprise (LDBE) by MWAA
Airport Concessions Disadvantaged Business Enterprise (ACDBE) by US DOT
No Certifications
Other
Are you interested in becoming certified?
*
Yes
No
Business Services (Select all that apply)
Business Start-upt Loan Sourcing
Strategic Management
Growth Management
Sales & Marketing
Licensing/Compliance Information
Human Resources
Accounting Assistance
Legal Assistance
Quickbooks
Guidance: Lease Review
Guidance: Business Acquistion/Sale
Guidance: Real Estate
Financial Needs Assessment
Other
Is there any additional information that you would like to share with us? Please enter below. (Optional)
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