Our SBA Home Page |  SBA Venture Capital for Small Businesses SBA Business Loan Criteria |  SBA Loan Documentation |  SBA Real Estate Loans

Application forms are available via e-mail. Listed below is a preliminary list of information and documentation needed which will assist us in evaluating your loan request:

• Last 3 years of business financial statements including balance sheet, profit and loss statement, and accountants notes if applicable.
  
  
• Corresponding business tax returns (including those of affiliates) for the last 3 years, Federal Only.
  
  
• Personal financial statements (SBA form) – to be completed by anyone owning 20% or more of the business.
  
  
• Personal income tax returns for the past 3 years on individuals owning 20% interest or more, Federal Only.
  
  

Also required are current interim business financial statements, balance sheet, and profit & loss no older than 60 days, and the following attached supporting schedules and forms:

• Business debt schedule
• Family budget
• Accounts receivable and payable aging forms
• Income and expense projections for 12 periods
• Assumptions suggestions to support projects
• SBA loan application
• Management resume
• Brief history of business
• Designing your business plan (for start-ups and new business only)

Additional documentation and information may be required upon pre-qualification to complete formal loan application to SBA. For further information and a copy of the SBA loan forms, call us at (800) 733-3939.

OUR JOB IS TO ASSIST YOU FROM APPLICATION
TO APPROVAL AND FUNDING.