SECURE YOUR FUNDING WITH OUR PROFESSIONAL DOCUMENT TEMPLATES!

At McMillan Capital Solutions, we understand that obtaining a business loan can be challenging. That's why we work hard to help our clients secure the financing they need to grow their businesses. Our team of experienced professionals will guide you through the loan application process and provide you with all the necessary information and documents required to increase your chances of approval.

Application process

PROFESSIONAL DOCUMENTS FOR BUSINESS FINANCING

Watch this video to learn how to complete the steps below to start the application process in order for us to further evaluate your request for funding.

If you have any questions about our funding program check out our FAQ PAGE.

Step 1: Watch this tutorial video on how to fill out the equity fund intake form for business capital!

Equity fund intake form

The Equity Intake Form is your gateway to unlocking top tier financing solutions for your business project. Get started now and take advantage of this opportunity to reach your goals!

Now that you have submitted the equity fund intake form the next step is to Provide the Documents Needed for Business Capital Now!

Note: Make sure your documents are ready to submit right after you fill out the equity fund intake form, that way its easier for us to forward your information to our evaluation team in an organized and professional manner which helps us further evaluate your request for capital!

Executive Summary

We need a 1-2 page summary written out explaining what your business is about, and the financial plan you have in place for your business.

View template example here!

Use Template

Proforma Invoice Worksheet

We need this proforma invoice worksheet filled out providing a 5 year estimate or quotation for the charges or expenses (acquisitions) of your project and business.

Use Template

Exit Strategy Worksheet

We need a 1-2 page summary of your exit strategy meaning what are your plans to minimize losses if the business fails, or what are your plans if the business succeeds as well. (Example: Going public)

Use Template

Business Plan Outline Template

We need an outline of your business plan to see what's your overall goals are for your business.

Use Template

Organizational Documents

We need your organizational documents to see proof that your business is legally registered.
(LLC registration documents, EIN letter etc).

Use Template

Management Resume

We need your full resume.

Use Template

Personal Financial Statement

We need this financial statement paper filled out with details of your personal income.

Use Template

SBA Projections Document (36 Months)

This will help lenders to see a basic income and expense projections from the business applying for the SBA loan.

Use Template

Debt Schedule

schedule of debt or schedule of liabilities is a list of all the debts your business currently owes, their current balance, original amount, monthly payments and other pertinent details. These debts can include: Small-business loans, including lines of credit and business credit cards. Leases. This let's the lender know how much in debt your company is in.

Use Template

YTD Profit & Loss Worksheet

This tool helps the business owner Organize and record all the business's income and expenses from the start of the fiscal year to the present. This gives the lender an idea on how well the business is operating.

Use Template

Submit Your Funding Documents Through Email Now!

Note: Make sure you attached each file separately when you submit the documents through email. Once we review your request & discover a funding solution we will contact you to schedule a free consultation and discuss the next step.

Submit Documents

Share Your Success Story by Filling Out Our Survey on the next page Once Your Project Has Been Fully Funded!

Complete Survey

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