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Business Loan Resources

Please take a look at these resources to help you with your business.

Community Futures Loan Application Documentation 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

Additional Resources

How to Start a Co-op

Legal Steps to Buying a Business

Financial Calculators

Vancity Social Enterprise Toolkit

Selling Your Business

Debt to Income Ratio Calculator

Call 

250-493-2566

Email 

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Societe de development economique
Pacific Economic Development

© 2024 Community Futures Okanagan Similkameen

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