Documents & Information to Begin the Loan Application Process

For an Operating Business

  • Basic Business Information
    • Complete Business Name
    • Business Type (Limited Liability Company, Corporation, Partnership, Sole Proprietorship, other)
    • Business Contact Information
    • Percentage of Principles' Interest .
    • Business Operating Agreement
  • Business Financial Statements for the last quarter Year To Date:
    • AP Aging
    • AR Aging
    • Balance Sheet
    • Income Statement
  • Personal Financial Statement of Principles with 20% or more interest
  • Credit Authorization document
  • Forecast Operating Statement
  • Use of Funds Description Listing:
    • Outstanding debts that will be repaid
    • Repairs & improvements that will be made
    • New purchases that will be made:
      • Equipment
      • Property

For more information and to fill out one of our application forms you can go to the Documents & Forms section of Equi-net.

 

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Telephone (800) 849-1166, Fax (804) 750-1407
info@equitycompanies.com