Established Business Checklist

  • Information from Applicant
  • 3 Years Corporate Tax Returns – Complete with all schedules must include years return
  • 3 Years Personal Tax Returns – Complete with all schedules must include last years return
  • #Year to Date Profit and Loss Statement with Balance Sheet
  • Personal Financial Statement
  • Proof of Liquidity
  • Six (6) months bank statements (personal & Corporate accounts)
  • Use of Proceeds
  • Assignment of Life Insurance ($ million policy) – must be assigned to bank prior to closing.

Please submit 1 copy of each item requested and “overnight” them back to First Financial ASAP.

Please note that SBA Lenders can add overlays and implement some of their own guidelines in conjunction with SBA Guidelines.

Learn about Small Business Lending


Established Business Checklist - SBA Loans

Your Name (required)

Your Email (required)

Phone (required)

Loan timing (required)

Specific Questions