Resources

Download common forms.

Pre-fill and submit the documents we'll need to evaluate your financing or BSG engagement. Save time on the front end — get to a decision faster.

Featured Tool

Heavy Haul Estimator

Get an instant ballpark on transporting heavy equipment. Enter machine specs, pickup & drop-off, and details — we'll generate a freight estimate in seconds.

Fillable Excel credit application — required for all financing requests.

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XLSX

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Balance Sheet Template

Excel template for current and prior period balance sheet.

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XLSX

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Personal Financial Statement

Excel template required for personally guaranteed transactions.

Basic debt schedule template for outstanding obligations.

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XLSX

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Profit & Loss Statement

P&L template — basic year-over-year format.

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DOCX

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Business Plan Template

Basic business plan outline for new and growing entities.

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PDF

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New Business Questionnaire

Required questionnaire for newly-formed entities seeking capital.

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Need something not listed? Email us.

Disclaimer: Any information contained on this page as well as any other parts of the site are for informational purposes only. The forms, calculators, and descriptions are to be used as a guide and not as advice. The answers produced by the calculators are for information purposes only, and although we make every effort to offer accurate and trustworthy computations, we cannot guarantee their correctness, completeness, or reliability. This calculator cannot determine your loan pre-qualification. Additional information needed to qualify for loans, such as credit ratings and outstanding debts, are not collected by this calculator. Please be sure to consult with a legal and/or tax professional regarding any legal or tax implications for your specific situation.