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Tyler SBDC Existing Business Assessment
This Business Assessment is for start-up businesses which are not yet in business (pre-revenues).
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* Indicates required question
Today's Date:
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Your answer
First Name:
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Your answer
Last Name:
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Your answer
Company Name:
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Your answer
Street Address:
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Your answer
City:
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Your answer
State:
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Your answer
Zip Code:
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Your answer
County:
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Your answer
Work Phone or Cell Phone
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Your answer
Email Address:
You will be sent an email to schedule an appointment.
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Your answer
How did you hear about us?
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Website
Word-of Mouth (friends, colleagues, etc.)
TJC Catalog
Social Media
Referral (Lawyer, CPA, Banker, etc.)
Business Networking Event
Small Business Administration
Other: ____________________________
Required
When did you start your business (month/year)?
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Your answer
What is the current legal structure of your business?
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Sole Proprietorship
Partnership
Corporation
Limited Liability Company (LLC)
Limted Partnership (LP)
Required
Describe your business and the products/services that you offer.
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Your answer
How can the Tyler SBDC help your small business?
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Your answer
How much debt does your company currently have (bank loans, lines of credit, equipment loans, credit cards, etc.)?
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Your answer
What are your monthly payments on the debt?
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Your answer
Do you own or lease the property on which your business is located?
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I own the property my business currently occupies
I lease the property my business currently occupies
I want to buy the property my business currently occupies
I want to buy another /additional property
I want to lease another/additional property
Other: ____________________________________
Required
Do you need more capital for your business?
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Yes
No
How much money do you have invested in the business?
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Your answer
Do you have any collateral (real estate, inventory, equipment, vehicles, CDs, stock)? If "Yes", state what kind and value.
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Your answer
Do you have employees? If "Yes", state how many.
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Your answer
What were revenues and profit/loss for last year?
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Your answer
Please estimate current year profits.
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Your answer
What is your current salary from the business?
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Your answer
Does your current salary meet your needs and lifestyle?
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Yes
No
Marital Status
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Married
Single
Do you have a current copy of your credit report?
If "Yes", please bring it to your first appointment.
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Yes
No
What is your current credit score?
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Your answer
Do you have a current personal financial statement?
If "Yes", please bring it to your first appointment.
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Yes
No
Do you have a business plan?
If "Yes", please bring it to your first appointment.
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Yes
No
Do you have a CPA or Accountant?
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Yes
No
Do you have a lawyer?
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Yes
No
Have you filed for bankruptcy within the past ten years?
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Yes
No
Marital Status
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Married
Single
Do you have a current copy of your credit report?
If "Yes", please bring it to your first appointment.
*
Yes
No
What is your current credit score?
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Your answer
Do you have a current personal financial statement?
If "Yes", please bring it to your first appointment.
*
Yes
No
Do you have a CPA or accountant?
*
Yes
No
Do you have a lawyer?
*
Yes
No
Have you filed for bankruptcy within the past ten years?
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Yes
No
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