Triad Business Planning Basic Information Questionnaire

Triad Business Planning Basic Information Questionnaire
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
Legal Business Name
DBA Name (If applicable)
Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Type

Sole ProprietorshipPartnershipLLC Single MemberLLC PartnershipLLC Operating as C-corpLLC Operating as S-CorpOther
What was your last year's Total Gross Revenue
What was your last year's Total Expenses?
Your net worth (Assets minus liabilities)

More than $ 500KLess than $ 500KI am not sureOther
Your Best Guess at Your Credit Beacon Score
Declared Personal Income for last 12 months
Reason For Reaching Out To Us Today (Select All That Apply:)*

Starting a BusinessExpanding a Current BusinessSBA FundingUSDA FundingWorking Capital FundingEquipment Funding (Private Treaty)Equipment Funding (Dealership)Construction/Development Project FundingAngel FundingAsset ProtectionBusiness ExpansionBookkeeping/Tax AssistanceReal Estate Purchase/RehabsNeed Business Help/AdviceCredit Repair AssistanceMortgage HelpOther
Describe your immediate needs and goals here*
If you are seeking funding, funding you require

Less than $100K$100K - $499K$500 - $1MMore than $1M, Less than 5M$5M plus
If you are seeking funding, how soon do you need the financing approval?

Less than 15 days15 days - 1 month1 -3 months3-6 months6 months - 1 year
Have you applied another lender yet?

YesNo
Date

MonthDayYear
Date
Signature

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