• 61 S. Main St. Farmington, UT 84025
  • M-F 8am to 5pm

Thank you for your interest in the Transitionary Fund. As the first step in the application process, please review and respond to the questions below. Your responses help us understand your business, the need for funding, and how this loan would support your next phase of growth.

Important Notes About the Process
Please note the following information before proceeding to the next step of the application process:
  • Underwriting fee: There is an up-front underwriting charge of $100 required to continue the process.
    • Details will be provided after the initial review.
    • A loan file may include background checks and other standard due diligence steps. 
  • Gate entry: Once documents are reviewed, we will contact you. If the application is a potential fit, you will be asked to provide the underwriting payment to proceed.

After payment is received, the application process will continue from there.

Again, all materials should be included in the form as part of the first-step questions. We appreciate your time and interest in the Fund. Please review these notes carefully so you are aware of the requirements before moving forward. Once submitted, we will review. If you have any questions email Alex at aleornadi@co.davis.ut.us 

Application Process

Business Information

Brief description of what it does

Funding Request

How much funding are you requesting (amount)?

Purpose of Loan

Bankability

Net Profit

Please provide your net profit for the prior year.

Please provide your net profit for the current year-to-date.

Net Equity

Please provide your net equity for the prior year.

Please provide your net equity for the current year-to-date.

Collateral

Financial Statements

Profit & Loss Statements

Please attach Profit & Loss statement(s) for up to three (3) years, if  applicable. Including year to date.

Year 1 (Profit and Loss)

This field is required

Balance Sheet(s)

Please attach Balance Sheet(s) for up to three (3) years, if  applicable. Including year to date.

Year 1 (Balance Sheet)

This field is required

Debt Obligations


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