Basic Business Information
Legal name and DBA, EIN, business address, ownership percentages, entity type, industry, and contact details.
Acquisition and franchise funding structured for real-world closing timelines—traditional term loans and SBA options, with fast decisions and market-based terms.
Structure the deal around cash flow, purchase terms, and underwriting. Fast decisions, strong terms, and market-based rates.
Launch, transfer, or expand with financing aligned to buildout, equipment, and opening runway. For SBA-backed options, verify the franchise brand in the SBA directory.
Everything you referenced—kept clean and easy to find.
Fast decisions with traditional term loans and SBA options—built around real closing timelines.
Fast decisions, strong terms, and market-based rates—structured around cash flow and the purchase agreement.
Launch, transfer, or expand with financing aligned to buildout, equipment, and opening runway.
Verify franchise eligibility for SBA-backed options.
Open SBA ListSearch businesses for sale to identify acquisition targets.
Browse ListingsUse as a benchmark reference for market context.
View PrimeTap below to call, apply, email, or message us. Quick decisions and deal-focused execution.
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One streamlined path to traditional term loans and SBA options—structured around closing timelines, underwriting reality, and how the business actually operates.
Two different deal types, two clean playbooks. Start with the section that matches your transaction, then apply using the flow below this page.
Structure the deal around cash flow, purchase terms, and underwriting. Fast decisions, strong terms, and market-based rates.
Launch, transfer, or expand with financing aligned to buildout, equipment, and opening runway. For SBA-backed options, verify the franchise brand in the SBA directory.
Everything you referenced—kept clean and easy to find.
Below are the documents and details we almost always require, plus items that may be requested depending on product, amount, and underwriting review.
Legal name and DBA, EIN, business address, ownership percentages, entity type, industry, and contact details.
Government ID and basic KYC for the authorized signer. Personal info may be used for a soft credit check.
Last 3–6 months of statements to confirm deposits, cash flow, and account health.
Voided check or bank letter with routing and account number for funding and remittances.
Articles/organization, operating agreement or bylaws, ownership ledger/cap table, active licenses, and IDs for owners.
Common for term loans and SBA requests, or for larger limits and longer terms.
YTD profit & loss and balance sheet, plus a debt schedule; projections for startups or acquisitions.
Examples: A/R aging and invoices/POs for factoring; purchase contracts, appraisals, or environmental for real estate/equipment; franchise addenda for SBA.
Statements or payoff letters for current loans or advances if consolidating or refinancing.
UCC search, equipment lists, COI, or landlord contact; required when collateral or assignments apply.
Tip: Submitting clean, consistent statements and complete ownership information shortens review time across all products.
One streamlined application connects you to term loans, SBA options, lines of credit, and specialty structures—built around how your business actually operates.
Legal name & DBA, EIN, address, ownership percentages, entity type, industry, and contact details.
Government ID and basic KYC for the authorized signer. Personal info may be used for a soft credit check.
Last 3–6 months of statements to confirm deposits, cash flow, and account health.
Voided check or bank letter with routing and account number for funding and remittances.
Articles/organization, operating agreement or bylaws, ownership ledger/cap table, active licenses, and IDs for owners.
Often requested for term loans and SBA, or for larger limits/longer terms.
YTD profit & loss and balance sheet, plus a debt schedule; projections for startups or acquisitions.
Factoring: A/R aging & invoices/POs. Real estate/equipment: contracts, appraisals, environmental. SBA: franchise addenda, etc.
Statements or payoff letters for current loans or advances if consolidating or refinancing.
UCC search, equipment lists, COI, landlord contact; required when collateral or assignments apply.
Tip: Clean, complete statements + ownership info = faster decisions.