Business Loan Funding Process for Perpetuation Funding

Perpetuation Funding Process

The funding process begins with completing the below data points. If the business qualifies, we then ask for 3 years tax returns, Balance Sheets, and P&L statements. A Letter of Intent is issued by the funding source pending due diligence. Once verified, final contracts are signed and a closing date is scheduled for funding.

Below please find a few data points that will be used to determine the initial direction for us to consider in helping supply the loan on your business. We will follow this information up with a written response.

(*) - Required field

First and Last Name
Your Company Name
Company Address
Phone Number
*E-Mail Address
Website Address
Your estimated Revenue (annual commission and fees)
Corporate structure type
Type of insurance product(s) sold
List of company owners and corresponding percentage ownership share
Estimated Credit Score
Have you ever had a personal Bankruptcy?
Have you ever had a Tax lien?
Loan amount requested
Will tax returns, P&L's and Balance Sheets be available for both buyer and seller?
Have you already applied for a loan for this project? With whom?
Please provide a short written overview of the project including how the loan proceeds will be utilized. If it is a company purchase size of revenue (commission) and expected purchase price.

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The Springtree Group

The Springtree Group is a company of entrepreneurs helping entrepreneurs. We offer a full spectrum of Mergers & Acquisition, lending and financial performance services and products to the Insurance Community.

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