For ALL Locations:

• Copy of Most Recent Statements to verify liquid assets reported on Personal F/S  -  Bank, Money Markets, Investment Accounts (Stocks, etc.) 
• Vendor & Contractor Invoices or Cost Sheets for Equipment, Signage, & Build-Out  (for new construction only)- include Canceled Checks or Paid Invoices to verify down payments or advances for reimbursement requests.
• Location Lease (OR key pages with signatures included)
• Legal Land Description (if not included in Location Lease-- request from Landlord)
• Store #, Address (incl. Zip), County, & Phone No. - for ea. location that is part of the loan. 
• Articles of Incorporation (or Articles of Organization) 
• Franchise Agreement  (copy of Front Page & Signature Page)

For Acquisitions:

• Purchase/Sale Agreement (signed)
• List of Major Equipment (SN's./ Model Nos. are not required)  

For REFI's (in addition to above):

• Lender Contact Info + Loan No. (to request Pay-Off Letter) 
• List of Major Equipment (SN's./ Model Nos. are not required)  

Go back to main page for Franchise Financing