Florida Small Business Loans require several documents and disclosures in order to obtain an approval.
Here is a list of those Items needed.
1) Personal Financial Statement for Clients - SBA FORM 413 (10-08) OMB Approval # 3245-0188
2) Tax returns for last 3 years with ALL supporting schedules
A) Borrowers Personally
B) Any company listed on Schedule E
C) Corresponding W-2s and K-1s for each year
D) Sign and date a 4506-T form for each entity in 2A above as well as borrowers personally.
3) Year to Date Profit/Loss Statement and Balance sheet for ALL entities in 2A above
4) Business Debt Schedule for ALL companies listed in 2A
5) Completion of Business Questionnaire - Call Jim Poole 813-205-7958