SBA 504 Forms
- Purchase Agreement
- Construction Bid
- Equipment Quotes
- Business & Project Questionnaire
- Previous two years Financial Statements and Corporate Tax Returns
- Consent to Use of Tax Return Information
- Interim Financial Statement (include aging of A/R and A/P)
- Two Year Proforma Income Statement
- Debt Schedule
- Personal Questionnaire
- Personal Financial Statement (SBA Form 413)
- Two Years Personal Tax Return
- Corporate Organizational Documents for Borrowing Entity and Operating Company
- Schedule of Previous or Existing SBA Loans
- Affiliate or Subsidiary Companies (include Two years Financial Statements and Tax Returns, and number of employees)
- Franchise/Dealer/Jobber Agreements
- New or Start-up Businesses must provide a detailed Business Plan that includes Monthly Cash Flow Analysis for three months beyond breakeven or at least 12 months
- Loan Application Assistance Agreement
- Lender Commitment Letter (Sample)
- Appraisal
- Environmental
- Credit Presentation
- Credit Reports for all guarantors
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