Business Loans

Seller:

  • 3 Years Tax Return (only for seller as individual or entity)
  • Current Profit and Loss
  • Current Balance Sheet
  • List of Accounts
  • Number of Gallons Sold
  • Copy of a supply contract
  • Copy of franchise agreement
  • Copy of all leases for subject business
  • Copy of any other leases (if there is any)
  • Copy of all licenses
  • List of employees
  • Copy of AR/AP and Aging reports

 

Borrower/Guarantor:

  • Purchase Agreement
  • Source of Down Payment/Bank Statement
  • Borrowers Tax Return 3 years
  • Current Profit and Loss statement for Borrower’s Entity if there is any
  • Current Balance Sheet statement for Borrower’s Entity if there is any
  • All other Entities 3 years Tax return (if there is any)
  • Current profit and loss for all other entities (if there is any)
  • Current Balance Sheet for all Entities (if there is any)
  • Personal Financial Statement Including Schedule of Real Estate, AR/AP, and list of all other assets
  • Credit report (if available) so that we don’t run your credit. For underwriting purpose only
  • Signed copy 4506 form
  • Complete application form
  • Business History
  • Resume if all Borrower/ Guarantor
  • Personal History and resume of all Borrower/Guarantor
  • Copy of lease
  • Copy of all Licenses
  • Copy of insurance liability
  • Copy of Tenant lease
  • Secondary Collateral might be needed


Borrower/ Guarantor:

  • Copy of the note or deed
  • Borrowers Tax Return 3 years
  • Current Profit and Loss statement for Borrower’s Entity (if there is any)
  • Current Balance Sheet statement for Borrower’s Entity (if there is any)
  • All other Entities 3 years Tax return (if there is any)
  • Current profit and loss for all other entities (if there is any)
  • Current Balance Sheet for all Entities (if there is any)
  • Personal Financial Statement Including Schedule of Real Estate, AR/AP, and list of all other assets
  • Credit report (if available) so that we don’t run your credit. For underwriting purposes only
  • Signed copy 4506 form
  • Complete application form
  • Business History
  • Resume if all Borrower/ Guarantor
  • Personal History and resume of all Borrower/Guarantor
  • List of Accounts
  • Number of Gallons Sold (if there is any)
  • Copy of a supply contract (if there is any)
  • Copy of franchise agreement (if there is any)
  • Copy of all leases for subject business (if there is any)
  • Copy of any other leases if there is any
  • Copy of all licenses
  • List of employees
  • Copy of AR/AP and Aging reports
  • Secondary Collateral might be needed
  • Copy if Borrower’s legal documents
  • Bank Statement
  • Rent Roll (if there is any)
  • Secondary Collateral if needed

  • Copy of Partner Buy out purchase agreement

(If Applicable)

Borrower/Guarantor:

  • Source of Down Payment/Bank Statement
  • Borrowers Tax Return 3 years
  • Current Profit and Loss statement for subject business
  • Current Balance Sheet statement for subject business
  • All other Entities 3 years Tax return (if there is any)
  • Current profit and loss for all other entities (if there is any)
  • Current Balance Sheet for all Entities (if there is any)
  • Personal Financial Statement Including Schedule of Real Estate, AR/AP, and list of all other assets
  • Credit report (if available) so that we don’t run your credit. For underwriting purposes only
  • Signed copy 4506 form
  • Complete application form
  • Business History
  • Resume if all Borrower/ Guarantor
  • List of Accounts
  • Number of Gallons Sold (if there is any)
  • Copy of a supply contract (if there is any)
  • Copy of franchise agreement (if there is any)
  • Copy of all leases for subject business (if there is any)
  • Copy of any other leases if there is any (if there is any)
  • Copy of all licenses
  • List of employees
  • Copy of AR/AP and Aging reports
  • Secondary Collateral might be needed
  • Copy of Borrower’s legal documents

  • Please explain in your own words the reason for this loan
  • List of equipment
  • Cost Breakdown
  • Copy of plans and permit

(If Applicable)

Borrower/Guarantor: 

  • Source of Down Payment/Bank Statement
  • Borrowers Tax Return 3 years
  • Current Profit and Loss statement for subject business
  • Current Balance Sheet statement for subject business
  • All other Entities 3 years Tax return (if there is any)
  • Current profit and loss for all other entities (if there is any)
  • Current Balance Sheet for all Entities (if there is any)
  • Personal Financial Statement Including Schedule of Real Estate, AR/AP, and list of all other assets
  • Credit report (if available) so that we don’t run your credit. For underwriting purposes only.
  • Signed copy 4506 form
  • Complete application form
  • Business History
  • Resume if all Borrower/ Guarantor
  • List of Accounts
  • Number of Gallons Sold (if there is any)
  • Copy of a supply contract (if there is any)
  • Copy of franchise agreement (if there is any)
  • Copy of all leases for subject business (if there is any)
  • Copy of any other leases (if there is any)
  • Copy of all licenses
  • List of employees
  • Copy of AR/AP and Aging reports

Secondary Collateral might be needed

Loan Calculator Mortgage Calculator
MortgageLoan
$
years
%