Sba 504 Needs List (Page 2 of 2) in pdf

Sba 504 Needs List Page 2

Monthly payment amount: $_________________

Status of loan: ___________________________

Number of existing jobs to be retained as a result of this project?

Full Time ______

Part Time ______

Number of jobs to be created within the next two years as a result of this project?

Full Time ______

Part Time ______

4) Source of Borrower’s injection?

Business Cash ______

Personal Cash ______

Equity in:____________________________

5) If a business operation is being purchased in addition to the real estate, please include a statement from the Seller as to

why they are selling the business, copies of the last 2 years of the business’s Federal Tax Returns and current Income

Statements, and a current appraisal.

Affiliate* Businesses Information, if applicable:

* Note: If any Principal has controlling ownership, or management control (regardless of ownership) of another business, that business is

considered an Affiliate. If multiple Principals have combined ownership control, or combined management control, the business is considered

an Affiliate.

Please provide the following on each Affiliate:

Name of Affiliate business

Type of business

Names of all owners and their percent of ownership

Last 2 years complete business Federal

Tax Returns

Any previous Government Financing information (see above)

Sba 504 Needs List Page 2