Coffman Capital Inc.

CPA Practice Loan

Practice Acquisition Loan Application
  Practice Loan

Practice Loan Application Package - Includes All forms Below (PDF format)

  Loan Loan Package Checklist (PDF format)
  Buyer Buyer Questionnaire (PDF format)
  Seller Seller Questionnaire (PDF format)
  Credit Authorization for Credit Report (PDF format)
  Financial Personal Financial Statement (PDF format)
  Statement of Personal History (PDF format)
  4506-T Form - "required" (PDF format)
  CPA Practice Breakdown Worksheet (PDF format)

Practice Refinance Loan Application
 

Practice Refinance Loan Application Package - Includes All forms Below (PDF format)

  Authorization for Credit Report (PDF format)
  Personal Financial Statement (PDF format)
  Statement of Personal History (PDF format)
  Personal Income and Expense Analysis (PDF format)
  Source and Use of Fund (PDF format)
  4506-T Form - "required" (PDF format)
  CPA Practice Breakdown Worksheet (PDF format)
  Practice Refinance Checklist (PDF format)
  Refinance Debt Schedule (PDF format)

Working Capital Application
  Working Capital Application (PDF format)
  4506-T Form - "required" (PDF format)

Startup Application
  Startup Application Forms (PDF format)
  Excel Projection Spreadsheet (XL format)

Please note: You must have Acrobat Reader installed to view the PDF version. This free reader is available at the Adobe web site located at www.adobe.com.

COFFMAN CAPITAL INC
108 S. Bayview Blvd., Oldsmar, FL 34677
Copyright 2005-2016. All rights reserved.

 Coffman Capital provides loans and financing to CPA's, Accountants and other professionals for practice acquisition, practice startup, practice expansion, practice improvement, working capital, equipment leasing, debt consolidation and real estate. Coffman Capital works with accounting practice transition specialists, accounting practice sales brokers, and accounting practice management consultants to assist them in providing loans to CPA's and Accountants.