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Business Intake Form
Please complete prior to business consultation. Thank you.
*PLEASE NOTE THIS IS NOT A LOAN APPLICATION
Personal Information
First name
*
Last name
*
Address
(Home)
*
City
(Home)
*
State
(Home)
*
Please Select
AE
Alabama
Alaska
AP
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
International
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
N/A
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Not Applicable
Ohio
Oklahoma
Oregon
Other
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip Code
(Home)
*
County
(Home)
*
Please Select
City of Alexandria (VA)
Anne Arundel County (MD)
Arlington County (VA)
Baltimore County (MD)
Baltimore City (MD)
Cecil County (MD)
Charles County (MD)
District of Columbia (DC)
Fairfax County (VA)
City of Fairfax (VA)
Fauquier County (VA)
Frederick County (MD)
Howard County (MD)
Loudoun County (VA)
Montgomery County (MD)
Prince George's County (MD)
Prince William County (VA)
Other
Ward
(if not in DC, Select "N/A")
*
Please Select
Ward 1
Ward 2
Ward 3
Ward 4
Ward 5
Ward 6
Ward 7
Ward 8
Not applicable
I don't know
Race/Ethnicity
*
Asian
Black or African American
Hispanic, Latino, or Spanish
Middle Eastern or North African
American Indian or Alaska Native
Native Hawaiian or Other Pacific Islander
White
Other
Prefer not to say
Gender
*
Please Select
Male
Female
Non-Binary
Prefer not to say
Other
Transgender
Marital status
*
Please Select
Single (never married)
Married, or in a domestic partnership
Divorced
Separated
Widowed
Prefer not to say
Age Range
*
Please Select
18-24 years old
25-34 years old
35-44 years old
45-54 years old
55-64 years old
65 years and over
Prefer not to say
Military status
*
Please Select
Military Spouse
Active Duty
Military Reserve/National Guard
Veteran
Service Disabled Veteran
Never served
Prefer not to say
No Military Affiliation
Household Income 2019
*
Household Income 2020
*
Criminal Record
*
Please Select
Yes
No
Prefer not to say
Highest Level of Education
*
Please Select
Less than a high school diploma
High school degree or equivalent (e.g. GED)
Some college, no degree
Associate degree (e.g. AA, AS)
Bachelor’s degree (e.g. BA, BS)
Master’s degree (e.g. MA, MS, MEd)
Professional degree (e.g. MD, DDS, DVM)
Doctorate (e.g. PhD, EdD)
Prefer not to say
Are you part of any of these populations? (check all that apply)
*
Disabled
Immigrant
LGBTQ+
Limited English Proficiency
Returning Citizen
Refugee/internally displaced
Other
None
Prefer Not To Say
Low to Moderate Income
Currently reside in a rural area with a population of 20,000 or fewer
Property Information
Business Occupancy
*
Please Select
Property Vacant
Property Occupied
Property Owner/Landlord Name
*
Property Owner/Landlord Address
*
Property Owner/Landlord City
*
Property Owner/Landlord State
*
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Property Owner/Landlord Postal Code
*
Property Owner/Landlord Email
*
Property Owner/Landlord Phone Number
*
Business Information
Company Name
(If none enter, N/A)
*
Are you the business owner?
*
Yes
No
Business Operating Status
*
Please Select
Open
Closed/ Relocated
Closed temporarily due to COVID-19
Online only
Takeout
Delivery
Curb-side pickup
Minority Owned
*
Yes
No
Prefer Not to Say
Not Applicable
Woman Owned
*
Yes
No
Prefer Not to Say
Not Applicable
Veteran Owned
*
Yes
No
Prefer Not to Say
Not Applicable
Address
(Business)
*
City
(Business)
*
State
(Business)
*
Please Select
N/A
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip Code
(Business)
*
County
(Business)
*
Please Select
City of Alexandria (VA)
Anne Arundel County (MD)
Arlington County (VA)
Baltimore (MD)
Baltimore County (MD)
Cecil County (MD)
Charles County (MD)
District of Columbia (DC)
City of Fairfax (VA)
Fairfax County (VA)
Fauquier County (VA)
Frederick County (MD)
Howard County (MD)
Loudon County (VA)
Montgomery County (MD)
Prince George's County (MD)
Prince William County (VA)
Other
N/A
Ward
(If business not located in DC, select "N/A")
*
Please Select
Ward 1
Ward 2
Ward 3
Ward 4
Ward 5
Ward 6
Ward 7
Ward 8
I don't know
State of Incorporation
*
Please Select
Not Incorporated
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Website URL
Email
*
Year Established
(if applicable)
Employer Identification Number (EIN)
Industry (NAICS)
*
In what industry does your business operate?
Please Select
111: Crop Production
112: Animal Production and Aquaculture
113: Forestry and Logging
114: Fishing, Hunting and Trapping
115: Support Activities for Agriculture and Forestry
211: Oil and Gas Extraction
212: Mining (except Oil and Gas)
213: Support Activities for Mining
236: Construction of Buildings
237: Heavy and Civil Engineering Construction
238: Specialty Trade Contractors
311: Food Manufacturing
312: Beverage and Tobacco Product Manufacturing
313: Textile Mills
314: Textile Product Mills
315: Apparel Manufacturing
316: Leather and Allied Product Manufacturing
321: Wood Product Manufacturing
322: Paper Manufacturing
323: Printing and Related Support Activities
324: Petroleum and Coal Products Manufacturing
325: Chemical Manufacturing
326: Plastics and Rubber Products Manufacturing
327: Nonmetallic Mineral Product Manufacturing
331: Primary Metal Manufacturing
332: Fabricated Metal Product Manufacturing
333: Machinery Manufacturing
334: Computer and Electronic Product Manufacturing
335: Electrical Equipment, Appliance, and Component Manufacturing
336: Transportation Equipment Manufacturing
337: Furniture and Related Product Manufacturing
339: Miscellaneous Manufacturing
423: Merchant Wholesalers, Durable Goods
424: Merchant Wholesalers, Nondurable Goods
425: Wholesale Electronic Markets and Agents and Brokers
441: Motor Vehicle and Parts Dealers
442: Furniture and Home Furnishings Stores
443: Electronics and Appliance Stores
444: Building Material and Garden Equipment and Supplies Dealers
445: Food and Beverage Stores
446: Health and Personal Care Stores
447: Gasoline Stations
448: Clothing and Clothing Accessories Stores
451: Sporting Goods, Hobby, Musical Instrument, and Book Stores
452: General Merchandise Stores
453: Miscellaneous Store Retailers
454: Nonstore Retailers
481: Air Transportation
482: Rail Transportation
483: Water Transportation
484: Truck Transportation
485: Transit and Ground Passenger Transportation
486: Pipeline Transportation
487: Scenic and Sightseeing Transportation
488: Support Activities for Transportation
491: Postal Service
492: Couriers and Messengers
493: Warehousing and Storage
511: Publishing Industries (except Internet)
512: Motion Picture and Sound Recording Industries
515: Broadcasting (except Internet)
517: Telecommunications
518: Data Processing, Hosting, and Related Services
519: Other Information Services
521: Monetary Authorities-Central Bank
522: Credit Intermediation and Related Activities
523: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
524: Insurance Carriers and Related Activities
525: Funds, Trusts, and Other Financial Vehicles
531: Real Estate
532: Rental and Leasing Services
533: Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)
541: Professional, Scientific, and Technical Services
551: Management of Companies and Enterprises
561: Administrative and Support Services
562: Waste Management and Remediation Services
611: Educational Services
621: Ambulatory Health Care Services
622: Hospitals
623: Nursing and Residential Care Facilities
624: Social Assistance
711: Performing Arts, Spectator Sports, and Related Industries
712: Museums, Historical Sites, and Similar Institutions
713: Amusement, Gambling, and Recreation Industries
721: Accommodation
722: Food Services and Drinking Places
811: Repair and Maintenance
812: Personal and Laundry Services
813: Religious, Grantmaking, Civic, Professional, and Similar Organizations
814: Private Households
921: Executive, Legislative, and Other General Government Support
922: Justice, Public Order, and Safety Activities
923: Administration of Human Resource Programs
924: Administration of Environmental Quality Programs
925: Administration of Housing Programs, Urban Planning, and Community Development
926: Administration of Economic Programs
927: Space Research and Technology
928: National Security and International Affairs
DUNS Number
*
If the company does not have a DUNS Number, enter "NA" below.
Number of Employees/Jobs at Intake
(including the business owner)
*
Number of Full-Time Employees
*
Number of Part-Time Employees
*
Business Phone Number
*
Mobile Phone Number
*
Brief Description of the Business
*
Business Type
*
Sole Proprietorship
Partnership
Limited Liability Company (LLC)
C-Corporation
S-Corp
Nonprofit
Limited Cooperative Association (LCA)
Other
Not applicable
Unregistered Business
B-Corp
Annual Revenue
*
Not Revenue Generating
$1- $25,000
$25,001 - $50,000
$50,001 - $100,000
$100,001 - $200,000
$200,001+
$500,001 - $1,000,000
$1,000,000 +
Monthly Commercial Rent ($) (applicable to tenants only) Type, $0 if not applicable
Have you completed any Rehabilitation or construction projects to your property (i.e. Interior and exterior building improvements)?
*
Please Select
Yes
No
N/A
Has your business lost any jobs temporarily due to COVID-19?
*
Please Select
Yes
No
Business Certifications
Local and Federal Government Certifications
*
Airport Concessions Disadvantaged Business Enterprise (ACDBE) by US DOT
Certified Business Enterprise (CBE) by DC DSLBD
Disadvantaged Business Enterprise (DBE) by US DOT
Minority Business Enterprise (MBE) by NMSDC
Historically Underutilized Business (HUB) Zone by SBA
Local Disadvantaged Business Enterprise (LDBE) by MWAA
SBA 8(a) Certification
Small, Women-owned, and Minority-owned (SWaM) Business by VA SBSD
Women's Business Enterprise Certification by WBENC
Women Owned Small Business (WOSB) by SBA
Other
No Certifications
Are you interested in becoming certified?
*
Yes
No
Is there any additional information that you would like to share with us? Please enter below. (Optional)
Business Services
(Select all that apply)
*
Accounting Assistance
Business Start-up
Concept Review of Business Idea
Financial Needs Assessment
Growth Management
Guidance: Business Acquistion/Sale
Guidance: Lease Review
Guidance: Real Estate
Human Resources
Legal Assistance
Licensing/Compliance Information
Loan Packaging
Loan Sourcing
Quickbooks
Sales & Marketing
Strategic Management
How did you hear about Minnesota Avenue Main Street?
*
Please Select
Nonprofit Organization
Bank
Newspaper/Other Print Media
Other Small Business
Government Agency
Wacif
Web Search
Social Media
Friends and Family
Other
Seed Spot
Please specify how you heard about MAMS:
*
Please provide specific information on how you heard about Wacif (for example, if a newspaper, please provide the name of newspaper)
Attestation
By submitting this form, I attest that, to the best of my knowledge, all information in the above referenced form is accurate and complete.
Furthermore, by submitting this form I attest to my understanding that this form is not an application for any of Wacif’s loan products and there is no guarantee of outcomes provided as it relates to my engagement with its advisory services.
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