Why do you need financing, ?
Knowing why you’re looking to obtain small business financing helps us determine which funding solution is the best fit for you. If you’re not sure yet, getting pre-qualified is a great first step.
How long have you been in business?
It sounds like you’re already in business and hoping to gain access to additional capital. How long has the company you're looking to finance been operating for?
Were you profitable on your tax return last year?
Your business was profitable if your total revenue generated exceeded your total expenses. Please answer based on the corporate taxes you filed most recently.
Approximately how much do you have in Retirement?
The total value includes all pre-tax funds in your retirement accounts. Don't include any monies currently held in a Roth IRA.
What is your credit score?
While there’s no minimum credit score required to rollover 401(k) funds, traditional debt-based financing solutions require a minimum credit score for approval.
What is the value of your non-retirement stocks, bonds and mutual funds?
You're able to borrow up to 80% against the value of your stocks, bonds or mutual funds without having to sell.
How soon will you need the funding?
Do you have all your ducks in a row and just need funding, or are you still looking for the right business? Financing options range from 3 weeks to lengthy approval processes, so let us know where you stand.
Total project cost
Provide an estimate of the total funding you’ll need to launch your small business. This includes equipment, real estate, franchise fees, etc.
What is the total value of your checking and savings accounts?
What is the total cash on hand that you're able to invest in your small business?
Walk through the pre-qualification tool again