SB Financial Group SBA Loans Houston TX


Financial Group , Inc.

SB Financial Group Inc., providing SBA Loans in Texas.

SBA Lending
Loan Application Documents Required for Approval

SBA forms (included in Application package to be provided):

Application for Business Loan
Authorization to Release Information
Personal Financial Statement
Statement of Personal History
Management Resume
IRS Tax Verification form 4506 {for each individual or legal entity)
Last 3 years Personal Income Tax Returns of each principal with more than 20% ownership (not included herein as a form)

Project Information:

Description of Project
Site Analysis, Feasibility Study and /or site evaluation (if retail)
Demographic Studies (if retail)
Traffic Count information {if retail)
Preliminary drawings
Preliminary Construction Budget (if available)
List and description of Equipment
Business Plan (if new business)
Detailed Cash Flow Projections & Assumptions (for first 12 months and Years 2 & 3)

Real Estate Information:

For Existing Business and/or Affiliate Businesses owned by the Project's Owners:

For Business Acquisitions:

For Debt Refinance:

Business Formation Legal Documents (as applicable):

DBA Certificate, Articles & Certificate of Incorporation, By-laws, Partnership Agreements, etc.

Sample List of Loan Closing Documents typically required:

Architectural Drawings, Plans & Specs
Construction Contract
Contractor Qualifications statement
Project Appraisal, Survey, Title Insurance Commitment, Environmental Reports
Life Insurance on key owners
Proof of Insurance (Contractor's Builder's Risk, General Liability & Worker's Comp. & Hazard)

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SB Financial Group, Inc.
SBA Loans
Houston Texas