Mcdonald'S Loan Program Application Page 3
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4V. McDonald’s Store(s) Information
If proceeds from the loan will be used to purchase, rebuild, relocate or construct a McDonald’s
store(s), please provide the below information:
Own/
Lease Expiration
National
Franchise
Address
Date Opened
Lease
(if (if leased site
Store#
Expiration Date
Site?
Month/year)
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Other Store Locations Operated by This Entity:
Own/
Lease Expiration
National
Franchise
Address
Date Opened
Lease
(if (if leased site
Store#
Expiration Date
Site?
Month/year)
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Loan Packet Checklist
McDonald’s Loan Application
Personal Financial Statement (from each owner with >20% ownership)
Most recent filed individual Tax Return, and last two year returns for loan requests
>$2MM (from each owner with >20% ownership)
Consolidated Fiscal Year-End Balance Sheet and Profit and Loss Statement(s) (for
all entities including management companies) as well as by entity /store, for past
two years (three years for all loan requests over $1MM)
Most recent interim Consolidated Financial Statement and comparable prior period
(including Balance Sheet and Profit and Loss Statement)
Debt Summary (if available)
Trailing twelve-month Profit and Loss Statements, consolidated and by store (if
available)
McDonald’s Operation Org. Chart/Outline (for organizations with multiple entities)
If purchasing an existing store(s), include past three year-ends, current interim with
comparable prior period, and/or Trailing 12-month P&L statement from Seller
Fully executed Purchase Agreement (if purchasing store/s)
Lender Financing Package for all New Stores, Rebuilds, Relocations, and Major
Remodels (including MRP’s)
Three year P&L projection for all acquisitions, new stores, Rebuilds, and
Relocations
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