Loan Assistance Counseling Request Form

NOTE: Fields marked in RED are required.

Name:
Business Name:
Address:
Phone:
Email:
Are you a current client of the Fort Collins/Larimer SBDC? Yes No
If no, how did you hear about the Fort Collins/Larimer SBDC?
Are you a currently in business? Yes No
If no, when is
your intended start date?
Do you have a written business plan? Yes No
Provide a brief description of your company:
On what date
was the business established under its current ownership?
Type of Business: Manufacturing
Wholesale
Professional Services
Service
Retail
Other:
What is the legal structure of your business? Sole Proprietorship
Partnership
Corporation
S Corporation
LLC
Who are the current owners?
Name:         % of Ownership:
Name:         % of Ownership:
Name:         % of Ownership:
Current number of employees:
Have you been turned down for a business loan recently? Yes No
If yes, by whom?
What is the purpose of the loan request? Startup
Expansion
Business Purchase
Real Estate
Equipment
Other:
How much money
will you be requesting?
How much do you plan on investing in the project?
Can you furnish:
Financial Projections
(startup only):
Yes No
Balance Sheet
(no more than 45 days old):
Yes No
Profit and Loss Statement
(no more than 45 days old):
Yes No
Past 3 Years
Business Tax Returns:
Yes No
How would you rate
your personal credit?
Excellent
Good
Fair
Poor
Are you willing to personally gurantee the loan? Yes No