Checklists
SBA CHECKLIST
PERSONAL INFORMATION (20% OR MORE OWNERSHIP)
- Last 3 Years of Personal Tax Returns
- Personal Financial Statement - SBA 413 Form (click here)
- SBA 1919 Form (click here)
- Resume (click here)
- Recent Credit Report, if available
- 4506-T form (click here)
BUSINESS / PROPERTY INFORMATION
- Last 3 Years of Business Tax Returns
- 2018 Year-to-Date Financials (P&L & Balance Sheet)
- Current Debt Schedule (click here)
- 3 Years of Projections - 1st Year Needs to be Month to Month. Year 2 & 3 Can be Annual (click here)
- Business Question Form (click here)
- Articles of Organization / Operating Agreement
AFFILIATE (ANY ENTITY THAT THE SPONSOR'S OWN OR CONTROL 10% OR MORE)
- Last 3 Years of Business Tax Returns
- 2017 Year-end Financials (P&L & Balance Sheet)
- 2018 Year-to-Date Financials (P&L & Balance Sheet)
- Current Debt Schedule (click here)
All Information can be submitted to Loans@Arribacapital.com