Before You Apply

Please Note

To retrieve your work on the Application Checklist on multiple devices, type in your email address. If you will be using the checklist on only one device, you can continue without entering your email address. Also, your progress and notes on the checklist are not monitored by CLIMB Fund staff, so please feel free to use it as you see fit.

Please Note

Complete Business Plan which includes:

Business financial statements (current balance sheet and P&L)

Business Federal Tax Returns for previous 3 years (if applicable)

Personal Federal and State Tax Returns for previous 3 years

Proof of YTD income

Summary of use of proceeds with corresponding proof (estimates, quotes, pricelists, etc.)

Personal Financial Statement (all business owners with 20% or greater ownership)

Copy of identification (driver’s license, passport, etc.)

Lease, LOI, or description of desired business location

Copy of business documentation (if applicable)

Bank declination communication (for requests of $20,000 or greater)

Completed CLIMB Fund Application

Non-Refundable Program Participation Fee of $125.00 to be paid after all documentation is submitted

Lowcountry

Grand Strand

Midlands

Upstate

Before You Apply

Please Note

Complete Business Plan which includes: Visit our Business Resource Center to find out about organizations that can assist you with writing your business plan Close

Business financial statements (current balance sheet and P&L) Profit & Loss Statement template & Balance Sheet template Close

Business Federal Tax Returns for previous 3 years (if applicable)

Personal Federal and State Tax Returns for previous 3 years

Proof of YTD income For example, a recent check stub or internal financial statements Close

Summary of use of proceeds with corresponding proof (estimates, quotes, pricelists, etc.)

Personal Financial Statement (all business owners with 20% or greater ownership) Personal Financial Statement template Close

Copy of identification (driver’s license, passport, etc.)

Lease, LOI, or description of desired business location For example, a letter of intent or the property listing Close

Copy of business documentation (if applicable) Schedule a meeting with a Loan Officer if you have questions Close

Bank declination communication (for requests of $20,000 or greater) Can be an informal email you received from the bank Close

Completed CLIMB Fund Application

Non-Refundable Program Participation Fee of $125.00 to be paid after all documentation is submitted

Complete Business Plan which includes:

Business financial statements (current balance sheet and P&L)

Proof of YTD income

Personal Financial Statement (all business owners with 20% or greater ownership)

Lease, LOI, or description of desired business location

Copy of business documentation (if applicable)

Bank declination communication (for requests of $20,000 or greater)