Business Intake Form - Legacy Team

Name of Business Owner(s):

Business Name:

How long in business:

Type of entity:

How much is needed:

Business use of funds:

Personal Credit Score:

Personal guarantors:

EIN number:

Any business credit:

Collateral (401k, stocks, bonds, assets):

Monthly Revenue:

Do you own your home? If so, are you current on your mortgage?

What is your business website?

Do you own or lease commercial space for your business?

What is your business industry or NAICS code?