This is Sprucewood Financial's request form for Silver Bow County, Montana businesses, with what the form asks now and what a partner may ask later: an application checklist for a clinic or shop, a documents list for buying a bar, and the records a restaurant owner can put together before a partner's review.
Business Loan Application Requirements in Butte, MT: What the Form Asks Now and Later
Now: full name, phone, email, company name (optional), time in business, annual revenue range and requested amount range, and a required consent box whose wording you should read before checking it. Later, if a partner reviews the request: records that fit the funding type, listed below.
Business Loan Application Checklist for a Butte, MT Clinic or Shop
- Business bank statements for recent months
- The latest business tax return, and personal returns for owners
- A year-to-date profit and loss statement
- A list of current loans, leases and advances with payments
- The quote, invoice or contract for the purchase
- For a clinic: an aging of claims by payer
Business Loan Documents List for a Butte, MT Bar Purchase
- The seller's tax returns and statements for recent years
- The asset list: equipment, furniture, stock at cost
- The current lease, plus whether the landlord will let it pass to a new owner
- The liquor license details and the state's transfer requirements (see the Montana liquor license guide)
- Your own tax returns, bank statements and experience in the trade
Business Loan Documents Required for Silver Bow County, MT Restaurant Owners
For equipment: the vendor's quote with model numbers. For a build-out: the contractor's bid and the lease. For working capital: bank statements that show deposits and the gap. Restaurants at the two main restaurant codes numbered 64 employer establishments in Silver Bow County, MT in 2023 (our sum, Census Bureau, County Business Patterns 2023). The process page explains what happens after the form, and the FAQ answers questions about consent.
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