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ONCE YOU HAVE APPLIED; Here are the documents we will need for you completed application. Don't worry we are here to help guide you through the process.

  • Completed Application

  • SBA Form 1919 or corresponding SBA Form 912 [if applicable]

  • Articles of Incorporation/Organization of each borrowing entity (this is what they file with the state).

  • By-Laws/Operating Agreement of each borrowing entity (Fully signed and clearly shows all members ownership percentage/member shares.)

  • Company EIN document from IRS website

  • Driver’s Licenses for all Members of the borrowing entity/owners in the business

  • Payroll Expense verification documents to include:

  1. IRS Form 940 and 941 [Most recent of each]- Check with your accountant to get a copy of these. 

  2. Payroll Summary Report with corresponding bank statement

  3. If a Payroll Summary Report is not available, Employee Pay Stubs as of February 15, 2020 (or corresponding period) with corresponding bank statement, and,

  4. Breakdown of payroll benefits (vacation, allowance for dismissal, group healthcare benefits, retirement benefits, etc.

  5. 1099s (if Independent Contractor)

  6. Certification that all employees live within the United States. If any do not, provide a detailed list with corresponding salaries of all employees outside the United States

  • Trailing twelve-month profit and loss statement on business applying (as of the date of application) Please make sure this document has the proper dates on it!

  • Most recent Business Mortgage Statement (if they own the property their business is run out of) or Rent Statement. If they rent we need a copy of their Lease.

  • Most recent Utility Bills for business (Electric, Gas, Telephone, Internet, Water)

  • Rent Roll (only if you own a building your business operates out of and you rent space out to another business as well.)

(OPTIONAL DOCUMENTS) These documents are NOT needed to complete the SBA (7a) PPP Application. If you would like to be considered for other lending programs to help your business we would also need the below:


  • Every Principles Tri-merge credit report- please provide some type of proof of every principles credit. 

  • Professional resumes on each principle

  • Current Personal Financial Statement on each borrower

  • 2016-2018 personal tax returns on each principle

  • 2016-2018 business tax returns 

  • Current Profit and Loss statement on your business from 1.1.2020 to now- send yours or use 4th or 5th attachment.

  • Current Balance Sheet on your business 

  • 2017 to 2019 Profit and Loss statement on your business- send yours or use 4th or 5th attachment.

  • Proforma on business (if applicable)

  • Current Business debt schedule for the business being bought, or business currently owned

Optional Forms

© 2020 11 Capital Finance, LLC |

11 Capital Finance is an independent financial brokerage firm. 11 Capital Finance is not the direct lender. Final Loan application is underwritten by the applicable licensed SBA 7(a) lender

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11 Capital Finance, in this instance, works of behalf of both the borrower as a loan packaging agent. Final underwriting and loan payment is completed by our licensed SBA 7(a) lending partner. SBA lending guidelines must be met to fund the loan.

11 Capital Finance, LLC is a Pennsylvania Limited Liability Company with principle address located at: 20 West Vine St. #575, Lansdale, PA 19446 |