|
1 .
First Name *
2 .
Last Name *
3 .
Email Address *
4 .
Telephone Number
5 .
What type of business is securing this note? (required) *
6 .
Business address, including street address, city, state and zip code (required) *
7 .
What is the business value? (required) *
8 .
How was this value determined? (required) *
9 .
Do you have a business appraisal available? (required) *
Yes No
10 .
If yes, what is the appraisal date?
11 .
What is the date of sale? (required) *
12 .
What was the down payment amount (in dollars)? Was the down payment an out-of-pocket expense for the buyer, and can this be documented? (required) *
13 .
What position is the note you're selling in (i.e. 1st, 2nd, 3rd)? (required) *
14 .
What was the original face value of your note? (required) *
15 .
What date was the first payment made?
16 .
What is the monthly payment on your note (dollar amount)? (required) *
17 .
What is the interest rate on the note (in percentage)? (required) *
18 .
What was the original term of the note? Please indicate months or years (required) *
19 .
How many payments have been made? (required) *
20 .
How many payments remain? (required) *
21 .
What is the due date of the next payment? (required) *
22 .
Have all the payments been made on time? (required) *
Yes No
23 .
If no, please elaborate. How many late payments? How late have they been? Is the loan current now? (required)
24 .
What is the balance due on the note currently? (required) *
25 .
Is there a balloon payment? (required) *
Yes No
26 .
If yes, how much is the balloon and when is it due?
27 .
If the note that you are selling is not in 1st position, please give the terms and balances of any senior loans. Include length, interest, original value, monthly payment, and balloons.
28 .
Please tell us about any clauses in the note (prepayment, due on sale, etc.) (required) *
29 .
What is the payor ownership structure? (required) *
Sole Proprietor
Corporation
Partnership
LLC
Trust
Other
30 .
If Other, explain
31 .
Is there a personal guarantee on the note? If yes, please provide information about the guarantor's financial strength (credit rating, income, debt load, etc.) (required) *
32 .
What is the payor's credit rating? Or the D&B rating, if applicable? (required) *
33 .
Do you have a credit report available for the buyer? (required) *
Yes No
34 .
Do you own title insurance for this note? (required) *
Yes No
35 .
What is hard-asset value of the equipment securing the note? (required) *
36 .
Is there a detailed document listing these assets seperately, and providing information regarding how each asset was valued? (required) *
Yes No
37 .
If the note is secured by inventory, what is the current value of that inventory? (required) *
38 .
What is the value of any intangible assets securing the note. (required) *
39 .
What is the goodwill value of the business? (required) *
40 .
Is there any real estate securing this note? (required) *
Yes No
41 .
If yes, what is the size of the property?
42 .
If yes, what is the value of the property, and how was that value determined (i.e. appraisal, estimate based on compable sales, etc.)
43 .
What are the zoning factors and usage allowances for this property?
44 .
If the business is located on leased property, what is the rent/month?
45 .
Please detail the businesses operating history, including income, expenses, and debt load for the past 5 years (or existing years). (required) *
46 .
Can you provide documentation of these figures? (required) *
Yes No
47 .
How long the business been in operation? (required) *
48 .
Is this business a franchise? (required) *
Yes No
49 .
Please detail the payor's experience in business and management. (required) *
50 .
Is there any additional collateral securing the note? (required) *
Yes No
51 .
If yes, please specify type and value of collateral.
52 .
Are you personally receiving payments on this note? (required) *
Yes No
53 .
Please tell us about your needs and expectations so that we may better serve you. (required) *
54 .
How many payments would you like to sell? (required) *
55 .
How much money would you like to get by selling these payments? (required) *
|
