Small Business
Small Business
SBA Financing Documentation Requirements

To apply for an SBA loan, you will be asked to provide the following documentation, if applicable:

  • Three (3) years of Federal Personal Tax Returns, including all schedules on all owners, 20% or more
  • Three (3) years of Federal Business Tax Returns* if applicable, including all schedules on all owners, 20% or more
  • Balance Sheet & Income Statement* not older than 90 days
  • Accounts Receivable and Payable* aging as of same date as Balance Sheet and Income Statement, as appropriate

 

*If loan request is to acquire an existing business, the seller must provide.