SBA Loan

  1. Purchase and Seller Agreement
  2. Escrow Instruction

Seller:

  1. 3 Years Tax Return (only for seller as individual or entity)
  2. Current Profit and Loss
  3. Current Balance Sheet
  4. List of Accounts
  5. Number of Gallons Sold (if applicable)
  6. Copy of a supply contract (if applicable)
  7. Copy of franchise agreement (if applicable)
  8. Copy of all leases for subject business (if there is any)
  9. Copy of any other leases (if there is any)
  10. Copy of all licenses (if applicable)
  11. List of employees (if needed)
  12. Copy of AR/AP and Aging reports (if needed)

 

Borrower/Guarantor:

  1. Borrowers/Personal Tax Return 3 yrs (1040)
    1. Personal Financial Statement including Schedule of real Estate, AP/AR , and list of all other assets
    2. Complete application form
  2. All other Entities 3 years Tax return (if there is any) (1120S, 1065, etc.)
  3. Last Mortgage Statements
  4. Current Rent roll
    1. Current Profit & loss for subject property
  5. Copy of all leases
  6. Copy of Borrowers Legal Documents
  7. Current Balance sheet for all Entities (if there is any)
  8. Copy of Note/s
  9. Resume of all Borrower/Guarantor

More documents will be needed after the preview; also a check will be needed when we provide the Letter of Intent for Appraisal, Phase I, and etc.


Borrower/ Guarantor:

  1. Borrowers/Personal Tax Return 3 years(1040)
    1. Personal Financial Statement including Schedule of real Estate, AP/AR , and list of all other assets
    2. Complete application form
  2. All other Entities 3 years Tax return (if there is any) (1120S, 1065, etc.)
  3. Last Mortgage Statements
  4. Current Rent roll
    1. Current Profit & loss for subject property
  5. Copy of all leases
  6. Copy of Borrowers Legal Documents
  7. Current Balance sheet for all Entities (if there is any)
  8. Copy of Note/s
  9. Resume of all Borrower/Guarantor

 

***Also if applicable

  1. Copy of the note or deed
  2. Business History
  3. Number of Gallons Sold (if there is any)
  4. Copy of a supply contract (if there is any)
  5. Copy of franchise agreement (if there is any)
  6. Copy of lease for subject business (if there is any)
  7. Copy of any other leases (if there is any)
  8. Copy of all licenses
  9. List of employees
  10. Copy of AR/AP and Aging Report (if applicable)
  11. Secondary collateral might be needed
  12. Last Mortgage Statement

More documents will be needed after the preview; also a check will be needed when we provide the Letter of Intent for Appraisal, Phase I, and etc.

  1. Copy of Partner Buy out purchase agreement

(If Applicable)

Borrower/Guarantor:

  1. Borrowers/Personal Tax Return 3 yrs (1040)
    1. Personal Financial Statement including Schedule of real Estate, AP/AR , and list of all other assets
    2. Complete application form
  2. All other Entities 3 years Tax return (if there is any) (1120S, 1065, etc.)
  3. Last Mortgage Statements
  4. Current Rent roll
    1. Current Profit & loss for subject property
  5. Copy of all leases
  6. Copy of Borrowers Legal Documents
  7. Current Balance sheet for all Entities (if there is any)
  8. Copy of Note/s
  9. Resume of all Borrower/Guarantor
  10. Number of Gallons Sold (if there is any)
  11. Copy of a supply contract (if there is any)
  12. Copy of franchise agreement (if there is any)
  13. Copy of lease for subject business (if there is any)
  14. Copy of any other leases (if there is any)
  15. Copy of all licenses
  16. List of employees
  17. Copy of AR/AP and Aging Reports
  18. Secondary Collateral might be needed
  19. Copy of Borrower’s legal documents

More documents will be needed after the preview; also a check will be needed when we provide the Letter of Intent for Appraisal, Phase I, and etc.

  1. Please explain in your own words the reason for this loan
  2. List of equipment
  3. Cost Breakdown
  4. Copy of plans and permit

(If Applicable)

Borrower/Guarantor:

  1. Borrowers/Personal Tax Return 3 yrs (1040)
    1. Personal Financial Statement including Schedule of real Estate, AP/AR , and list of all other assets
    2. Complete application form
  2. All other Entities 3 years Tax return (if there is any) (1120S, 1065, etc.)
  3. Last Mortgage Statements
  4. Current Rent roll
    1. Current Profit & loss for subject property
  5. Copy of all leases
  6. Copy of Borrowers Legal Documents
  7. Current Balance sheet for all Entities (if there is any)
  8. Copy of Note/s
  9. Resume of all Borrower/Guarantor
  10. List of Accounts (if there is any)
  11. Copy of a supply contract (if there is any)
  12. Copy of franchise agreement (if there is any)
  13. Copy of lease for subject business (if there is any)
  14. Copy of any other leases (if there is any)
  15. Copy of all licenses (if applicable)
  16. List of employees (if applicable)
  17. Copy of AR/AP and Aging Reports (if applicable)

 

Secondary Collateral might be needed

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