Vendor*
List the name of the vendor and if possible, website info. If Private Seller, note "Private Sale" or Sale and Lease Back, note "Sale and Leaseback"
The Client*
Applicable items that offer a general description of the client. IE. website, how long in business, name of the ownership/management team, fleet size, where they have existing funding, existing fleet size, top three clients, etc.
Financial Summary*
Provide an overview of the applicant's current financial statements. Discuss YOY revenue, profit, cash flow, EBITDA, One time expenses, etc. If a sole proprietor, discuss previous year and current revenue results.
Reason for The Request*
A description of why the client is asking for the money. Is it a replacement? If so, why? Is it an additional unit(s), if so why? Here is where we also describe the purpose of the request and more importantly, the monetary effect the requested advance/acquisition will have on the business.
Notes*
This is where you note any additional information you feel will help describe the business, add value to the submission, explain a derogatory item on the credit report, why you feel the deal should be approved