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Bring these items with you when you meet with one of our Business Relationship Managers:
- Three years financial statements and business tax returns (or all years of existence if in business less than three years)
- Three years personal tax returns
- Personal financial statement (PFS) dated within 90 days of application. Personal Financial Statement
- Recent interim income statement
- Recent interim balance sheet
Additional items to gather for an SBA Loan Request:
- SBA Form 413 - Personal financial statement SBA Personal Financial Statement
- A/R and A/P aging schedule within 90 days of application
- Most recent depreciation schedule
- SBA application SBA Loan Application
- Management resume Resume Template
- Projections – three years with assumptions SBA Loans Projections Worksheet
- Affiliation chart – Complete the attached chart along with providing three most recent FYE financial statements for all affiliates/subsidiaries. SBA Loans Affiliate Worksheet
Additional information may be requested by lender.
