Business Notes

If you are currently receiving payments from the sale of a business and would like to cash in on those payments, we can help! Thank you for completing this business note worksheet. The more we know about your cash flow from the start, the faster and more accurate of a quote we can get to you.

Business Note Worksheet

Contact Name
Contact Phone Number
Type of Business
Address (if available)
County
City
State
Zip

How Long in Business
How Long at this Location
Business Location Is	Owned by Payor Leased by Payor
Give Terms of any Lease Renewal Option(s)
What Qualifications Does the Payor Have to Operate this Business
Asset Value Breakdown	$ Equipment $ Inventory $ Goodwill

Is Operation a Franchise	Yes   No
If Yes, Has Franchiser Committed to Cooperate with   Note Buyer in Event of Foreclosure/Resale	Yes   No
If Payor is a Corporation, Is There Also a Creditworthy Individual Liable for Payments	Yes   No
If Yes, Name of Individual

Historical Information

Date of Sale
Selling Price
Down Payment
First Lien

Note Information

Date of   Note
Amount
Term in Months	(amortization) (balloon)
Payment Amount
Balloon Amount
Balloon Date
Interest Rate
Due Date 1st Payment
# of Payments Made
# of Payments Left
Next Payment Due
Balance

Description of Business/Location & Area

Description: Tell us what you know about the sale, the business, the Payor, etc.

Payor/Payment Information

Employment Info, Payment Record, SSN

Motivation Information

How Much, When, Etc.

Pertinent Documents Recorded?

Note	Yes   No
Security Instrument	Yes   No
Title	Yes   No
Sales Contract	Yes   No
Payor Credit Report	Yes   No
Closing Statement	Yes   No
Bill of Sale	Yes   No
Insurance	Yes   No
Lease	Yes   No
Franchise Agreement	Yes   No
UCC-1	Yes   No
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