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Get Started on the Path to Success Today . . .

Just answer a few questions about your business and we’ll do the rest. It’s the first step on an exciting journey to your future.

Your Name (required):
Your Email (required):
Your Phone:

Business Owner 1
Name (required):
Title:

Business Owner 2
Name:
Title:

Business Owner 3
Name:
Title:

Business Owner 4
Name:
Title:

Name Of Business: (required)
Please Check One:

Address:
City:
State:
Zip:

Profession/Industry:
Time in business:
Type of Business? Please Check One:

Other than ownership, who is involved in the decision making of your business?
What are your goals in your business? Please be specific.

Do you have a business plan?
If "yes," when was the plan authored?
If "yes," how often do you compare and measure your progress to the Plan?

If "other" please explain:

What revenues and profits has your business generated in the past 3 years and what do you project for the current year? If you do not have 3 years history, just include the years you do have.
Current Year
Revenue:
Profit:
Last Year
Revenue:
Profit:
2 Years Ago
Revenue:
Profit:
3 Years Ago
Revenue:
Profit:

Describe your top 3 target market groups (e.g. businesses with more than 100 employees, Or – professionals age 25-40 with income between $25,000-$50,000, etc…)?
1.
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How many employees, on average, have you employed in the past 3 years?
Currently:
1 Year Ago:
2 Years Ago:
If there was one thing you could change about your business in the next 90 days what would it be and why?

Note: If any of the following do not apply to your business leave blank.
1. The company is moving in a clear direction and every strategic decision supports that direction.

2. The company has the cash flow to achieve its objectives.

3. The company has an annual budget in writing from which to work.

4. Budget Processes are clearly defined and adhered to.

5. Financial Statements are done and reviewed monthly, at the very minimum.

6. Loan Payments are current and in line with the agreements.

7. Suppliers and or Service Providers pay on time.

8. Inventories are monitored to insure maximum turnover and minimal financial outlay.

9. Terms are negotiated with all suppliers including early payment discounts.

10. Profit margins have increased over the last three years.
11. Profit will increase this year by no less than 10%.

12. Debt service as a percentage of gross profit decreased last year.
13. The ratio of the company total debt to equity has decreased over last year.
14. Break even levels are relatively low.

Current Issues:
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6.

Please provide a brief description of your business and why are you looking for money?

Please answer this question to help us prevent spam:
What is 5+2? 

Note: All of the information will be held strictly confidential and will not be reviled or shared with anyone outside of all authorized personnel at Optimum Capital Funding, that require this information for evaluation and decision making, without written permission from authorized representation of the applicant.

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