SBDC Template

Funding Request Program


Please contact Kim Roberts to set up an appointment for a financial consultant. 


To be eligible for the Funding Request Preview 

  • Must have completed cash flow projections
  • Must have a profit and loss statement
  • Must have a balance sheet
  • Must have a layout of the usage of funds
  • Must have basic Excel skills

What to Bring

  • Must have completed cash flow projections
  • Business Plan
  • Last fiscal year P&L and Balance Sheet if existing business
  • Source and Use of Funds detail for start-up or expansion phase
  • Monthly cash flow projection for the next 12 months
  • Personal financial statements for each owner of 20% or more of the business


Loan Partners