Financing

“Luck is where preparation meets opportunity.”

Our average deal size is

$50,000

Our largest investment has been

$1,600,000

Our investment fund is valued at over

$8,200,000

Since 1984 we’ve made $35.5M in nominal investments, and made over 710 equity, loan and guarantee deals.

Book An Advisory Session Today!

The CFOS Financing Process

 01 Meet An Advisor

 02 Present Your Application

 03 Receive Support

or appeals process

Financial Resources

Community Futures Loan Application Document Requirements

New Business Loan

Please be prepared to provide the following:

  • Business plan*
  • 3-year financial forecast*
  • Intended use of funds
  • Personal financial information
  • Personal identification
  • Other documents as requested by the Loans Manager depending on your situation
  • Loan application

Existing Business Loan

Please be prepared to provide the following:

  • Business plan including the history of the business along with any plans for expansion*
  • 3-year financial forecast*
  • Previous years’ financial statements (up to 3)
  • Proof of taxes filed and paid
  • Intended use of funds
  • Personal identification
  • Other documents as requested by the Loans Manager depending on your situation
  • Loan application

*Please contact us for templates and information on our Business Plan Development Training

How to Start a Co-op

The Legal Steps to Buying a Business

Debt to Income Ratio Calculator

https://www.debt.ca/calculators/debt-to-income-ratio-calculator

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