Business Acquisition Loan Application

Secure Financing for Your Business Acquisition with Our Comprehensive Loan Application

Acquiring an existing business is one of the most exciting—and complex—financial decisions you'll make as an entrepreneur or investor. Whether you're a first-time buyer looking to become your own boss, an experienced operator ready to scale your portfolio, or a strategic buyer expanding into new markets, securing the right financing is critical to closing the deal and setting yourself up for long-term success.

Our Business Acquisition Loan Application template is designed specifically for entrepreneurs, investors, and small to medium businesses seeking financing to purchase an existing company. This comprehensive form captures everything lenders need to evaluate your deal—from target company financials and purchase price details to seller financing terms and your post-acquisition transition plan—all in one streamlined, professional application.

Why Use This Business Acquisition Loan Template?

Save time and look professional. Instead of cobbling together spreadsheets, PDFs, and email attachments, this form gives you a single, on-brand application that covers all the essential elements lenders want to see. You can customize the questions, add your logo, and adjust the design to match your business or advisory practice.

Capture complete information upfront. The form walks applicants through critical details including business background, target company overview, financial performance data, purchase structure, down payment and financing needs, seller financing arrangements, and a detailed transition plan. By collecting this information systematically, you reduce back-and-forth with lenders and speed up the underwriting process.

Integrate with your existing workflow. Paperform connects seamlessly with the tools finance professionals and business advisors already use. Send completed applications directly to your CRM (HubSpot, Pipedrive), log details in Google Sheets or Airtable for tracking, or trigger follow-up workflows in Stepper to automatically request additional documentation, schedule due diligence calls, or route applications to the right loan officers based on deal size or industry.

Who This Template Is For

This template is ideal for:

• Loan officers and commercial bankers evaluating acquisition financing requests
• Business brokers and M&A advisors helping buyers secure funding
• SBA lenders processing 7(a) or 504 loan applications for business purchases
• Private lenders and alternative finance providers reviewing acquisition deals
• Accountants and financial consultants assisting clients with acquisition planning
• Business buyers applying directly to multiple lenders with a professional, consistent application

What This Form Captures

The Business Acquisition Loan Application guides applicants through a logical flow of information, including:

Applicant Information: Personal and business background, ownership experience, credit profile, and liquidity position.

Target Company Overview: Business name, industry, location, years in operation, employee count, and reason for sale.

Financial Performance: Historical revenue and EBITDA, current assets and liabilities, existing debt obligations, and growth trends.

Purchase Terms: Total purchase price, asset vs. stock purchase structure, earnouts or contingencies, and proposed closing timeline.

Financing Structure: Down payment amount and source, loan amount requested, proposed loan terms, and any existing commitments from other lenders.

Seller Financing: Whether the seller will carry a note, terms of seller financing, and subordination arrangements.

Transition Plan: Your strategy for taking over operations, retaining key employees and customers, planned operational changes, and growth initiatives.

Supporting Documentation: Space to upload key documents like letters of intent, financial statements, tax returns, and business plans.

Built for Finance Professionals and Serious Buyers

If you're in commercial lending, business brokerage, or M&A advisory, you know that incomplete applications slow everything down. This template ensures you get the full picture from day one, letting you quickly assess whether a deal is worth pursuing and what additional due diligence is needed.

For buyers, presenting a complete, well-organized application signals that you're a serious, prepared borrower—which can make all the difference in competitive acquisition scenarios.

Payments, eSignatures, and Workflow Automation

Once you've collected the application data, Paperform's ecosystem helps you move the deal forward:

• Accept application fees directly through Stripe, PayPal, or Square if you charge for initial reviews or due diligence.
• Request eSignatures on term sheets, NDAs, or preliminary commitment letters using Papersign, keeping everything connected to the original application.
• Automate follow-ups with Stepper: send document request emails, schedule underwriting meetings, update deal trackers, and notify your team when applications hit key milestones—no manual work required.

Customizable for Your Deal Types and Requirements

Every lender has different criteria, and every deal is unique. With Paperform's doc-style editor, you can easily add, remove, or reorder questions to match your underwriting guidelines. Use conditional logic to show or hide sections based on deal size, industry, or financing structure. Apply calculation fields to automatically compute loan-to-value ratios, debt service coverage, or seller financing percentages as applicants fill out the form.

You can also embed this form directly into your website, send it as a standalone link, or host it on a custom domain for a fully branded experience that builds trust with borrowers and referral partners.

Secure, Compliant, and Built for Growth

Paperform is SOC 2 Type II compliant and offers robust security features including data encryption, SSO, role-based permissions, and data residency controls. For lending institutions and advisory firms handling sensitive financial information, this gives you the peace of mind that your applicants' data is protected and your operations meet regulatory expectations.

As your deal flow grows, Paperform scales with you. Use Agency+ features to manage multiple lending brands or broker relationships under one account, and leverage enterprise-grade reporting to track application volume, approval rates, and time-to-close across your portfolio.

Get Started in Minutes

Whether you're a lender building a better application process, a business broker streamlining buyer qualification, or an entrepreneur preparing to apply for acquisition financing, this template gives you a professional, conversion-optimized starting point. Customize the questions, match your brand, connect your tools, and start collecting complete, actionable applications today.

With Paperform, you're not just collecting data—you're creating a seamless, professional experience that helps deals get done faster and more efficiently. Trusted by finance professionals and entrepreneurs worldwide, Paperform combines beautiful design, powerful logic, and deep integrations to turn your business acquisition loan process into a competitive advantage.