BUSINESS LOAN APPLICATION The Woodlands Community Development Corporation Box 10, Woodlands, MB. R0C 3H

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1 BUSINESS LOAN APPLICATION The Woodlands Community Development Corporation Box 10, Woodlands, MB. R0C 3H NAME: first middle last ADDRESS: PHONE: (home) (work/business) S.I.N. D.O.B. (mm/dd/yy) DRIVERʼS LIC. # PARTNERʼS NAME: ADDRESS: PHONE: (home) (work/business) S.I.N. D.O.B. (mm/dd/yy) DRIVERʼS LIC. # PROPOSED BUSINESS NAME TYPE OF BUSINESS AMOUNT OF FINANCIAL ASSISTANCE REQUIRED $ PURPOSE OF FINANCIAL REQUEST HAS THE ASSISTANCE BEEN SOUGHT FROM ANY OTHER SOURCE? Yes No PERSONAL BALANCE SHEET (complete for each partner) ASSETS LIABILITIES CASH $ BANK LOANS $ LIFE INSURANCE $ BANK LOANS $ REAL ESTATE $ BANK LOANS $ AUTOMOBILE $ MORTGAGES $ STOCKS, BONDS, ETC. $ CREDIT CARDS $ RECREATIONAL EQUIPMENT $ OTHER LIABILITIES $ HOUSEHOLD AND PERSONAL $ $ OTHER ASSETS $ T O T A L L I A B I L I T I E S (B) TOTAL ASSETS (A) $ NET WORTH (A MINUS B) $ $ REFERENCES NAME ADDRESS PHONE BANK LAWYER ACCOUNTANT OTHER

2 Lending Policy The following policies and guidelines exist for any potential loan through the Woodlands Community Development Corporation (CDC): 1. All loans must fall within the strategic priorities of the CDC. 2. Loans will mainly be for new business start-ups. The CDC will only entertain financing a business buy-out or refinancing request if the refinancing, or business is in threat of closing or if potential significant job gains will arise from the buy-out, if the current rates are high, or if the payment structure is detrimental to the business. 3. No loan shall be made to any individual who is currently under charge or investigation for any crime or offence and who, as a result of potential judgment, could become incarcerated, or to any client having serious financial delinquencies. 4. All loans will only be dispersed based on receipts. 5. No loan application will be considered by The Community Development Corporation without submission of the items listed below. All Parts Of The Business Loan Application And Business Plan Are To Be Completely Filled Out. No Loan Application Will Be Accepted Without All The Appropriate Attachments. For all applicants: Copy of Driverʼs License Copy of Birth Certificate Copy of most recent bank statements Resume of Key Personnel Involved in the Business Partnership Agreement, if Applicable Legal Land description (personal and business) For applicants who already own or are purchasing an existing business: Financial business statements for the past three years Interim financial statement since the start of current year Balance sheet Aged accounts payable and receivable list including amounts and status Copy of business name registration or incorporation papers Any other supporting documents, i.e. sales agreements, contracts, purchase agreements, appraisals

3 For applicants purchasing a franchise: Complete details of leases, franchise agreements or other relevant agreements and contracts

4 ENTREPRENEUR SELF-ASSESSMENT Do you have what it takes to become an entrepreneur? Try the following quiz to access your interest. Listed below are a number of questions dealing with your personal background, behavioural characteristics and lifestyle patterns. Answer each question by placing a in the yes or no box that best reflects your personal views and/or attitudes. The most important output of this exercise is an honest, accurate self-assessment of how you relate to each of these questions. 1. Can you operate/survive in your business if it does not generate a profit for a while? 2. If yes to question 1, where would the support come from? 3. Do you need a steady paycheque during the start-up phase of your business? 4. Can the business you are proposing be started at home, part-time or as a hobby so that you can test the validity of your proposal? 5. Are you prepared to dedicate yourself to the business 24/7 and sacrifice family life for a period of time to make your business successful? 6. If required, do you have friends and family that you can count on for emergency support both in terms of money and labour? 7. Are you prepared to lose your investment? 8. Are you a good listener, instructor, leader, artist, janitor, and bookkeeper? If not, think about how will you address these needs in your business? 9. Do you have clear goals of where you expect to be in one to three years?

5

6 Describe your business idea in detail: Describe the business skills and experience you and/or your key partners have: By completing the following table you will enable the The Woodlands CDC to understand what training clients require. Please place a check mark in the column that best describes your (and/or partner/staff) skills in each skill set. Adequate Knowledge Assistance Needed Training Needed Accounting & Taxation Planning & Organizing Customer Service Financial Management People Management Personal Selling Advertising & Promotion Decision-Making

7 Cost Control Management Skills Legal Aspects Pricing Other: Who are your competitors (list all), their locations and how long have they been in business? Explain why your customers will prefer your product or service to that of your competitors. (i.e. faster service, better quality, friendly, etc.) Describe your typical customer (eg. single females between the ages of 30 and 40 who make over $30,000 per year and live within a 30 minute drive.) Where will your customers come from (target market area) and what is the total population of this trading area? Describe your marketing strategy (i.e. How will you reach your target market?)

8 Jobs Created Seasonal/Casuals Part-Time Full-Time New Maintained Start-Up Year 1 Year 2 Regulatory Environment What insurance, government regulations, licenses, permits and other approvals pertain to your business and have they been obtained? (Check with your local municipal office to ensure compliance to zoning, building and other by-laws which may be in effect in your area. You may also have to check with your closest regional Department of Environment office to ensure compliance and health standards). What will be your fixed monthly costs? (i.e. rent, phone, hydro, wages, etc.) Fixed costs are there even if you have no sales. Fixed Costs (monthly) Rent or Taxes $ Phone Hydro

9 Payroll Taxes Wages Vehicles or other insurance Property Insurance Accounting/legal Bank charges Loan interest/principal Other: What amount of sales do you need to cover your monthly expenses (break even)? Include Cost of Goods Sold in your calculation. What is the amount of cash you are bringing into the business? What is (are) the source(s) of your cash contribution? (Friends, family, personal account, etc.)

10 List and give values of other equity items that you are bringing into the business (eg. desk, automobile, equipment, tools, computer, etc.)

11 Who will be your suppliers? What are their credit terms? What are their locations? Suppliers name Credit Terms n/30, n/60, n/90 Location Start - Up Cost * Source Of Funds $ Cash $ $ Other Equity $ $ $ $ $ $ Loan (start-up) $ $ Loan (operating) $ $ Other $ $ $ $ $ $ $ TOTAL $ TOTAL $ * Start-up cost includes: renovations, leasehold improvements, signage, legal and accounting, installing software/computers/phones, purchase of inventory, purchase of equipment, etc.

12 Assumptions Used In The Cash Flow ITEM DESCRIBE ITEM REVENUE ASSUMPTION Revenue 1 Revenue 2 Revenue 3 Cost of Goods Sold EXPENSE ASSUMPTIONS Advertising Bank Charges Professional Fees Automobile Utilities Rent Insurance Maintenance Loan Repayments Wages and Benefits Owner Drawings Other Assumptions And Calculations

13 CASH FLOW PROJECTION QTR 1 QTR 2 QTR 3 QTR 4 TOTAL YEAR 2 YEAR 3 R E V E N U E ( ) R E V E N U E ( ) R E V E N U E ( ) COST OF GOODS SOLD EXPENSES GROSS PROFIT ADVERTISING BANK CHARGES PROFESSIONAL FEES (Legal, accounting) AUTOMOBILE etc.) RENT UTILITIES (Heat, hydro, phone, INSURANCE MAINTENANCE LOAN REPAYMENTS (Interest and principal) WAGES AND BENEFITS OWNER DRAWINGS O T H E R : O T H E R : TOTAL EXPENSES NE T P RO FI T ( B E FOR E TA X E S A N D DEPRECIATION) DECLARATION: The Applicant hereby declares that none of the borrowers, guarantors or principals are un-discharged bankrupts or have any bankruptcy proceeding in existence with respect to themselves or companies which they own or operate. The Applicant authorizes the Lender to make inquiries of and to disclose the details of this application and the affairs of his/her business to such persons, firms and banks as may be necessary to facilitate consideration of the application for financial assistance. The statements and information made herein, and those which form part of this application, are for the express purpose of obtaining financial assistance from the Lender and are to the best of my/our knowledge and belief, true and correct. In completing and submitting this document, the applicant(s) recognizes, acknowledges, and authorizes The Woodlands CDC to use and share the information contained in this document with pertinent financial partners, investment board members, and other government agencies as required to render requested technical and financial assistance. Per: Signature Per: Date: Witness

14 Per: Signature Per: Signature Per: Date: Witness Per: Date: Witness

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