Business Note Worksheet
Your Name:
*
Your e-mail address
*
Telephone:
Exact Name of Business:
Is the operation a Franchise?
Yes
No
Type of Business:
Street Address of Business:
City:
State:
Zip:
Does the buisiness own the land that's underneath it?
Yes
No
Square footage & acreage + other description
Business is (Owned/Leased) by payor?
Lease Expires:
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Terms of renewal option(s):
Is the note singed by a Corporation?
Yes
No
If so, is the Note personally guaranteed?
Yes
No
If not signed by a Corporation, is the Note signed by an individual?
Yes
No
Is there a signed Security Agreement with UCC-1 recorded at the time fo the Note creation?
Yes
No
Date of Sale of Business:
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Sale Price of Business:
Down Payment Amount:
1st Lien amount:
2nd Lien amount:
What is the Payor's qualification for this business?
How long in business at this location?
Date of Note creation:
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Date of 1st payment on Note:
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Interest rate:
Lenght of payment term (in months):
Monthly Payment Amount:
Number of Payments Made:
Number of Payments Remaining:
Next Payment Due Date:
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Balloon Amount (if any):
Balloon Due Date (if any):
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Is there anything else we should know about this note?
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