• Company Details

    Section 1(a)
  • Tax Identification Type*

  • Operations Overview

    Section 1(b)
  • Organization Structure*
  • Founded Date*
     / /
  • Ownership Date*
     / /
  • Does the business currently have any plans for future locations?*
  • Do sales to any one customer exceed 10% of business's annual revenue?*
  • Type of Business*

  • Company Ownership

    Section 2
  • Is this company owned by more than one person?
  • DOB*
     / /
  • DOB*
     / /
  • DOB*
     / /
  • DOB*
     / /
  • DOB*
     / /

  • Affiliates

    Section 3

  • List below all business concerns in which the applying company, or any of the individuals listed in the Ownership Section above whom have 20% ownership or controlling interest. Affiliation also exists where an individual(s) has control of the Small Business Company and another concern(s) even though the ownership of ne or both is small.

  • Financing Request Summary

    Section 4
  • What type of transaction are you seeking?*

  • A Delayed Purchase transaction is only applicable if you acquired the business or property with cash in the past 180 days (6 months) from the time we close on this new loan. If you financed the original acquisition, or originally acquired this business more than 180 days (6 months) ago, this would be a Refinance, not Delayed Purchase transaction.

  • Please enter the amount of financing being sought for each category listed below. For any categories not listed, please explain in greater detail in the description entry below.

  • Is the property you're looking to finance the same as the company address of {companyAddress} {borrowerHome165}, {typeA167} {zip166}?
           *      

  • Is the property currently titled / owned by {companyName}?
          *      

  • Property's current zoning?*
  • What % of the Square Footage of the property do you intend to owner-occupy for business purposes?*
  • Are you under contract for this purchase?*
  • Are there any liens or mortgages on this property?*
  • Is this property located in an HOA (Homeowners Association)?
  • Is the property currently rented to a tenant?*
  • Have any improvements/renovations been done to the property since the borrower acquired it?*
  • Has the borrower put any Earnest Money Down (EMD) on the subject property?*
  • Date you originally acquired the property*
     / /
  • What's the very latest you need to close by?*
     / /
  • What is the Closing Date of your sales contract?*
     / /

  • Business Debt Details

    Section 5
  • Original Note Date*
     / /
  • Note Maturity Date*
     / /
  • Original Note Date*
     / /
  • Note Maturity Date*
     / /
  • Original Note Date*
     / /
  • Note Maturity Date*
     / /

  • Accounts Receivable / Payable Information

    Section 6

  • 1) If {companyName} (or the business / practice being acquired) has accounts receivable/payable, please attach an accounts receivable/payable summary aging report.

    2) If {companyName}'s AR / AP Summary Agin report is not available, complete the schedule below.

    3) If {companyName} has no accounts receivable or payable, check the appropriate box below and proceed to the next section.

       
       
    *      

  • Does any CUSTOMER make up more tan 10% of the accounts receivable?*
  • Does any SUPPLIER make up more tan 10% of the accounts payable?*
  • Rows

  • *Figures should reconcile with most recent Tax Return or Interim Financial Statement provided to Lender

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  • References and Professional Services

    Section 7

  • Bank References for {companyName}

  • Professionals (If available)

  • Applicant Comments

    Section 8
  • 0/1000
  • How did you hear about us?*

  • Documentation

    Section 9

  • The following items are requested for SBA 7(a) loans. If certain documentation is not available, please provide reference to this in the Notes section next to the corresponding document. Click "Submit" once all docs are uploaded.

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