Owner / CEO
Interested in learning more?
Contact us for loan application and forms
Loan Application Needs List
Please submit the following for all loan requests:
•Resume on all owners and key management personnel •Organizational documents, current business filings and business licenses on any business entities that are applying as the borrowing entity or guarantor •Current personal financial statement on all owners of 20% or more – dated within 60 days of request •Three (3) years personal tax returns including all schedules and K-1’s •Three (3) years business tax returns – including all schedules •Three (3) years business financial statements (balance sheet & profit and loss) •Most recent interim financial statement – dated within 60 days of loan request •Current business debt schedule •Copy of all leases, as applicable •Buy/Sell Agreement, Purchase Agreement or escrow instructions, if applicable
Please contact us for all of the forms.
•Please complete all form/applications in their entirety, All forms must be signed with original signatures •The front page of all financial documentation, i.e., tax returns etc. submitted must be signed and dated •Please submit additional information if you believe it will facilitate the credit decision
As a Business Owner sometimes it is difficult managing it all!
Maneuvering through the loan process can be daunting,
intimidating, as well as, time intense.
- How do I apply for the loan?
- What do I need to apply for the loan?
- Which bank offers the best rates?
- Will I get approved for a loan?
Small Business Solutions can help