Getting Started - Prequalification

Getting Started - Prequalification

Prequalification is the first step in obtaining SBA 504 financing for your project.
To perform a prequalification, we request the following information:

  • Three years corporate/company tax returns (Schedule C’s in the case of a sole proprietorship)
  • Interim (current year) financial statements (no older than 60 days)
  • Personal financial statement(s) Click here for form
    (from owners of 20% or greater of the business)
  • Three years individual tax returns
    (from owners of 20% or greater of the business)
  • Schedule of business debt Click here for form
  • Description of property and building improvements (if applicable)

Still not sure if you qualify? We’re more than happy to discuss your project and answer all your questions. Please call us at 800-982-9192 or email us.

"My overall impression of California Statewide is very favorable."
- SS, Borrower