Business Funding Assessment

Position your business.
Prepare for capital.

Complete this confidential assessment so our team can evaluate your business profile, credit readiness, financing goals, and potential funding pathways.

Confidential Funding Profile

Please provide complete and accurate information. Submission does not require you to accept an offer and does not guarantee approval.

Do not fill this out:

Contact Information

Full Legal Name * Email Address * Phone Number * State *

Preferred Contact Method Who referred you?

Business Profile

Business Legal Name * Industry * Entity Type * State of Formation Years in Business * Business Ownership Percentage

Do you have an EIN? * Business Bank Account? *

Funding Request

Requested Funding Amount * When is funding needed? *

Primary Use of Funds * Briefly describe your funding goal

Revenue & Financial Readiness

Average Monthly Revenue * Annual Gross Revenue Average Business Bank Balance Existing Business Debt

Are your business tax returns current? *

Personal Credit Profile

Approximate Personal Credit Score * Credit Card Utilization Number of Open Primary Credit Cards Highest Credit Card Limit Recent Credit Inquiries Any late payments in the last 24 months? *

Check any items currently appearing on your credit profile

Secure Document ProcessDo not enter a Social Security number, bank login, or credit-monitoring password on this form. Supporting documents will be requested separately after your initial review.

Current Financing & Goals

Have you applied for business funding within the past 90 days? * Which funding options are you interested in? Anything else our team should know?

ID Legacy Advisory provides business funding readiness and advisory support. We are not a lender and do not make credit decisions. Financing is subject to third-party underwriting, eligibility requirements, rates, terms, and availability.

The Legacy Method™

A disciplined framework for lasting outcomes.

Every engagement is guided through five connected stages—clarity, structure, readiness, execution, and stewardship—so immediate decisions support long-term financial, business, and generational objectives.

Clarify

Define the current position, priorities, constraints, and desired outcome.

Structure

Organize the right entity, documentation, governance, and operating foundation.

Prepare

Strengthen readiness across credit, capital, compliance, tax, and records.

Execute

Coordinate the selected strategy with disciplined milestones and accountability.

Preserve

Protect gains, improve resilience, and align today’s work with an enduring legacy.

Position your business.Prepare for capital.