Document checklist builder
Answer a few questions about your funding route, income, and ownership. Get a personal checklist of the records a serious financing conversation will ask for.
How might you fund the project?
Select all you are seriously considering. Undecided builds the broad list.
Where to go from here
Gathering documents is the easy half; deciding what they say about your readiness is the hard half. A coach can read the picture with you for free, and the official sources below are the primary references on loans, credit reports, and retirement rollovers.
Talk it through with a person
Free coach network
Curated coaches offer free guidance on discovery, funding posture, planning, and first-year operations. No pay-to-play, no listing fees.
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Official sources
Government resources
- SBA-guaranteed loan programs
SBA.gov
Official descriptions of 7(a), 504, and microloan programs, straight from the agency that guarantees them.
- Free credit reports (AnnualCreditReport.com)
AnnualCreditReport.com (federally authorized)
The only source for free credit reports authorized by federal law. Pull your own before a lender does.
- Rollovers as business startups (ROBS)
IRS.gov
What the IRS says about funding a business with retirement money, including the compliance risks.
- Free local business counseling
SBA.gov
Find no-cost advisors near you: Small Business Development Centers, SCORE chapters, and veteran business centers.