Commercial Lending Exploration

Secure Business Financing Intake

AbelMedero.com Business Acquisition Intake

Tell us about you, the transaction, and the business you are purchasing. Your information is organized into short sections so you can focus on one step at a time.

Personal InformationStep 1 of 8
PersonalFinancialLoanBusinessDebt & LeasesPropertyDocumentsSign

Complete each section as accurately as possible. Use “None” or “0” when something does not apply. Keep all pages of uploaded documents, including blank pages.

1. Personal Information

Start with the primary buyer/guarantor. Add any spouse, partner, co-borrower, guarantor, or business owner who will be part of the application.

Additional Individuals / Guarantors

2. Personal Financial Statement

Enter personal assets, liabilities, income, expenses, and disclosures. Use dollar amounts. Leave no blanks; enter “0” or “None” when applicable.

Assets & Liabilities

Annual Income & Expenses

3. Loan Request & Transaction

4. Business Being Purchased

Tell us what is being purchased and what is included. This helps determine whether the loan is supported by business collateral, real estate collateral, or both.

Seller-provided items: Some questions and documents may need to be provided by the seller, including business debts, business leases, and business tax returns for the last 3 years.

5. Business Debt & Leases

List all installment debts, notes, mortgages, capital leases, and operating/property leases. Enter “NA” if none. The seller may need to provide this information.

6. Real Estate / Property Details

Complete this section if real estate is included in the purchase, pledged as collateral, or relevant to the business location.

7. Document Checklist & Uploads

Important: All IDs require front and back copies. For all documents, include every page, even blank pages. Upload what you have now; any missing item will be included in a reminder checklist.

Seller Information & Documents

The seller may need to provide several items before the lender can fully review the business purchase. Upload each item below when available, or request the documents directly from the seller.

You may return to your continuation link for up to 5 days to complete the form and document uploads. If you select the seller email option, the seller will only see the seller/business document upload page.

Borrower ID - Front

Upload all pages. Mark missing if not available yet.

Borrower ID - Back

Upload all pages. Mark missing if not available yet.

Borrower Social Security Card

Upload all pages. Mark missing if not available yet.

Purchase Agreement / LOI

Upload all pages. Mark missing if not available yet.

Seller Business Tax Returns - Last 3 Years for

Upload all pages. Mark missing if not available yet.

Seller Business Financial Statements / P&L / Balance Sheet

Upload all pages. Mark missing if not available yet.

Seller Business Debt Schedule

Upload all pages. Mark missing if not available yet.

Seller Business Lease Schedule

Upload all pages. Mark missing if not available yet.

Seller Current Business Lease / Proposed Lease Assignment

Upload all pages. Mark missing if not available yet.

Seller Inventory, Equipment, FF&E List

Upload all pages. Mark missing if not available yet.

Seller Franchise Agreement / Transfer Approval, if applicable

Upload all pages. Mark missing if not available yet.

Buyer Prepared Business Projections / Notes, if available

Upload all pages. Mark missing if not available yet.

Personal Tax Returns

Upload all pages. Mark missing if not available yet.

Bank Statements / Proof of Funds

Upload all pages. Mark missing if not available yet.

Other Purchase / Seller Supporting Documents

Upload all pages. Mark missing if not available yet.

Resume / Buyer Experience

Upload all pages. Mark missing if not available yet.

Real Estate Contract, Lease, Rent Roll, or Property Docs

Upload all pages. Mark missing if not available yet.

Other Supporting Documents

Upload all pages. Mark missing if not available yet.

8. Certification & E-Signature

Completing this form does not guarantee approval and is not a loan commitment. Final approval depends on lender review, underwriting, documentation, collateral, credit, cash flow, and program guidelines.

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