Financing Application For Mcdonald'S Owner/operators Page 2
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6At Citizens Bank we know that a successful banking relationship is just that – a
relationship. Our franchisee lending team has over 50 years of combined experience
lending to McDonald’s owner/operators and provides us with the expertise to understand
and meet your unique business needs. Whether you are applying for a loan to finance a
restaurant purchase, to complete major or minor reinvestments, to rebuild a restaurant, or
to finance equipment purchases, we make applying for and obtaining financing as fast
and efficient as possible, letting you concentrate on your business.
To apply for financing, just complete the following information and return to us along
with:
Two year FYE financial statements (balance sheet and profit and loss statement)
YTD financial statement (if applicable)
Trailing 12-month profit and loss statement (if buying a new store)
Copy of your organizational documents (e.g., Articles of Organization, Certificate
of Incorporation.)
Personal Financial Statement (blank form enclosed for your convenience)
Business Profile
LEGAL ENTITY NAME: _________________________________________________
MAILING ADDRESS:
_________________________________________________
BUSINESS PHONE:
_______________ BUSINESS FAX:___________________
E-MAIL ADDRESS:
_________________________________________________
FEDERAL TAX ID NUMBER: ________________
NUMBER OF YEARS AS AN OPERATOR: ___ NUMBER OF STORES OWNED: ____
Owner/Operator(s)
NAME: __________________ TITLE: ______________
% OWNERSHIP: ____
NAME: __________________ TITLE: ______________
% OWNERSHIP: ____
NAME :__________________ TITLE: ______________ % OWNERSHIP: ____
Business Type
(check applicable)
Sole Proprietor ___ C Corp __ S Corp__ LLC __ LLP __ General Partnership __
State of Incorporation/Organization: ____________________________________________
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