RATES as low as

10-Year Fixed 4.470%

20-Year Fixed 4.510%


SBA 504 Checklist and Forms

Project Information

Project Profile
Purchase Agreement
Construction Bid
Equipment Quotes

Business Information

History & Nature of Business
Previous two years Financial Statements and Corporate Tax Returns
Tax Transcript Request(SBA Form 4506)
Interim Financial Statement (include aging of A/R and A/P)
Two Year Proforma Income Statement
Debt Schedule

Personal Information

Personal Questionnaire
Statement of Personal History(SBA Form 912)
Personal Financial Statement (SBA Form 413)
One Year Personal Tax Return

Misc. Info

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 Agreement
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 Information

Lender Commitment Letter (Sample)
Environmental (Environmental Questionnaire)
Credit Presentation
Credit Reports for all guarantors
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