AGH Advisory Services Intake Form

*For our team to better assist you please fill out this intake submission form. A Business Development Officer will reach out to you within 1-2 business days.

Advisory Service Requested*

Company name*

Street address*

City*

State/Region*

Postal Code*

Email*

Phone number*

Website URL

First name*

Last name*

Mobile phone number*

Is Contact Listed the Business or Real Estate Owner?*

Yes

Brief Description of the business or project*

Year Established*

Is this an investment property or operating business?*

Yes

Business Type

State of Incorporation

Household Income*

Annual Business/Real Estate Revenue (The previous 3 years)*

Loan Amount Requested*

DESCRIPTION OF LOAN PURPOSE AND USE OF LOAN PROCEEDS *

Existing Loans from a Bank

Yes

Have you recently been declined for a loan?

Within the most recent 90 days (This does not impact your inquiry.)

Yes

Did an individual or organization refer you to AGH Advisory Services? If so, please provide their name and email.*