Business Loan Application Package Page 5
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30History and Nature of Business
DESCRIBE THE COMPANY/BUSINESS
BUSINESS LOCATION
(Past and Present, history of profitability, wholesaler, retailer,
(What is the size (sf) of your current facility and lot?)
manufacturer or service provider, key personnel, etc.)
__________________________________________________
__________________________________________________
Is the business now (or to be) located in leased or owned
__________________________________________________
space?
Now
Will be leased
__________________________________________________
Leased:
Now
Will be owned
DESCRIBE YOUR PRODUCTS OR SERVICES
Owned:
(What is your trade area? Are your sales seasonal?)
If leased, when does the lease expire? ___________________
__________________________________________________
If moving to a new location, describe the affect on your business.
__________________________________________________
(size, access, competition)
__________________________________________________
__________________________________________________
DESCRIBE YOUR CUSTOMER
__________________________________________________
(Who? Market Segment? Key Customers?)
__________________________________________________
__________________________________________________
HOW WILL THIS LOAN AFFECT YOUR COMPANY?
__________________________________________________
(Credit not otherwise available? Terms not otherwise available?)
__________________________________________________
__________________________________________________
LIST KEY SUPPLIERS
__________________________________________________
(What would you do if you lost a key supplier?)
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
JOB CREATION
__________________________________________________
(If any)
LIST AT LEAST THREE MAJOR COMPETITORS
What is the current number of
(How does your business differ from theirs?)
full-time employees? ______ part-time employees? ______
__________________________________________________
After the loan, what will be the number of
__________________________________________________
full-time employees? ______ part-time employees? ______
__________________________________________________
HOW DO YOU MARKET YOUR PRODUCTS OR
FUTURE EXPANSION
SERVICES?
(Does your company have plans for future expansion? Please
(Types of advertising, direct mail, outside sales, etc.)
describe)
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
__________________________________________________
NOTE: We need a business plan for start-up and turn around/change situations
Signature
Title
Date
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