http://smallbusiness.findlaw.com
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http://smallbusiness.findlaw.com
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| Tuesday, Aug. 19, 2008 |
A major obstacle to starting your own business is obtaining financing. The loan process can be significantly simplified if you take a proactive approach: locate and make copies of relevant documents prior to meeting with you finance officer or bank. Below is a list of information you should be ready to provide your finance officer or bank upon your initial visit.
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Company: Name: ____________________ Phone: ____________________ Address: ____________________ Fax: ____________________ City/State/Zip: ____________________ E-Mail: ____________________ Other Locations:
Address: ____________________ Address: ____________________ City/State/Zip: ____________________ City/State/Zip: ____________________ Type of Entity:
Sole Proprietorship? _____ Partnership? _____ Corporation? _____ Limited Liability Co.? _____ Other? _____ Company Information:
Date started business: __________ Number of partners: __________ (If partnership) Number of shareholders: __________ (If corporation) Number of members: __________ (If LLC) Trade or Assumed Name: __________ Federal Tax I.D. No.: __________ State Tax I.D. No. __________ Company Management:
Name: ____________________ Name: ____________________ Title: ____________________ Title: ____________________ Address: ____________________ Address: ____________________ City/State/Zip: ____________________ City/State/Zip: ____________________ Ownership Interest:________________ Ownership Interest:________________ Name: ____________________ Name: ____________________ Title: ____________________ Title: ____________________ Address: ____________________ Address: ____________________ City/State/Zip: ____________________ City/State/Zip: ____________________ Ownership Interest:________________ Ownership Interest:________________ Banking Relationships: Bank 1 Name: ____________________ Address: ____________________ City/State/Zip: ____________________ Checking? _____ Savings? _____ Lockbox? _____ Other? _____ Loan 1: Amount: $___________________ Due Date: ____________________ Collateral: ____________________ Guarantor: ____________________ Loan 2: Amount: $___________________ Due Date: ____________________ Collateral: ____________________ Guarantor: ____________________ Bank 2 Bank: ____________________ Address: ____________________ City/State/Zip: ____________________ Checking? _____ Savings? _____ Lockbox? _____ Other? _____ Loan 1 Amount: $___________________ Due Date: ____________________ Collateral: ____________________ Guarantor: ____________________ Loan 2 Amount: $___________________ Due Date: ____________________ Collateral: ____________________ Guarantor: ____________________ Accountant: Name: ____________________ Company" ____________________ Address: ____________________ City/State/Zip: ____________________ |