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FUNDING NEEDS ASSESSMENT

Fill Out The Form

Name

Company

Phone

Quick Questionnaire

How much do you need?

What is the purpose of the loan?

What is the exact loan amount being requested?

What is your closing time frame?

Have you applied with any other lenders/banks? If so, what is their name?

Who are the principal(s) of the company or the official borrower(s)?

How long have you been in business? How many years in the industry?

What is the source of repayment?

If required, how will you secure the loan and with what?

What is your business type?

C Corporation S Corporation Limited Liability Company General Partnership Limited Partnership

Who prepares your business tax returns?

CPA Accountant / Bookkeeper Other

Do you have Surety Bonding?

Yes No

Do you have any outstanding business loans?

Yes No

How many employees do you currently have?

Full Time

Part Time

Do you know your FICO Score?

Yes No

How would you rate your current credit history?

Excellent Good Satisfactory Poor

Are you in need of any Technical Support- such as - CPA, Bidding, Estimating, QuickBooks, Marketing, Branding, Project Management, Business Coach, Next steps working with a Prime?

Yes No

Can you produce the following?

Business financial statement last 3 years?

Yes No

Business tax returns for last 3 years?

Yes No

Personal financial statement

Yes No

Personal tax returns for the past three years

Yes No

Are your tax returns current?

Yes No

Do you have a personal checking account?

Yes No

Do you have a commercial checking account?

Yes No

ADDITIONAL NOTES

Book a Consultation

What type of business financing are you interested in obtaining at this time? Book a Free Consultation to have our Loan Specialist contact you about your needs.

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Trusted by thousands of businesses across countless industries

Path Enterprise was founded to serve as the best intermediary between borrowers and lenders in the business and commercial real estate market. Give us a call today and see what we can do for you.

Contact

Path Enterprise
1420 Celebration Blvd, Celebration, FL 34747
917-328-6061
support@pathenterprise.com

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FUNDING NEEDS ASSESSMENT

Fill Out The Form

Quick Questionnaire

How many employees do you currently have?

Can you produce the following?

Book a Consultation

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