SBA Form 1062 – Small Business Development Center Counseling Record

ORIGINFORMSTUDIO.COMSBA Form 1062 – Small Business Development Center Counseling Record – Providing resources and guidance to small businesses is a priority for the U.S. Small Business Administration (SBA). The SBA Form 1062 – Small Business Development Center Counseling Record is an important tool in helping small business owners reach their goals. By documenting the counseling activities of clients, it helps the Small Business Development Centers (SBDCs) provide valuable input and advice to help entrepreneurs succeed. This article will provide an overview of what information should be included in the SBA Form 1062 and how this form can benefit both SBDCs and small business owners alike.

Download SBA Form 1062 – Small Business Development Center Counseling Record

Form Number SBA Form 1062
Form Title Small Business Development Center Counseling Record
File Size 52 KB
Form By SBA Forms

What is an SBA Form 1062?

The Small Business Administration (SBA) Form 1062 is an important document for small business owners. It documents the counseling session between an SBA-approved Small Business Development Center (SBDC) and a small business owner, outlining the topics discussed and any action items that were agreed upon. This form can serve as a reference point for future sessions with the SBDC and also serves to help track the progress of a small business owner’s development.

The SBA Form 1062 includes information such as: name of the person receiving counseling, type of counseling received, start time and duration of the session, topics discussed during the session, suggested action steps that may be taken to improve or grow their business, resources offered or recommended by SBDC counselor, follow-up contact information if needed, comments from both parties on how effective they feel their counseling went etc.

What is the Purpose of SBA Form 1062?

SBA Form 1062 is a form used by the Small Business Administration to document counseling sessions between small business owners and members of the Small Business Development Center (SBDC). It helps track advice, guidance and resources provided to entrepreneurs during one-on-one meetings pertaining to starting or growing their business. The purpose of this form is to provide the SBA with proof that an entrepreneur has received professional assistance from an SBDC consultant, which would be beneficial when applying for an SBA loan.

The information collected on the form can demonstrate that a small business owner has taken proactive steps in developing a sound business plan, identifying potential sources of funding, understanding regulations and laws, understanding taxes etc. Having this documented evidence can give lending institutions more confidence when making decisions about financing a small business venture.

Where Can I Find an SBA Form 1062?

The Small Business Administration (SBA) Form 1062 is a record used to document the counseling sessions provided by the Small Business Development Center (SBDC). It is important for business owners to have an accurate record of their SBDC sessions, as this information can be used for future reference and assessment.

Where can you find an SBA Form 1062? The form can be found on the SBA’s website at www.sba.gov/form1062. Once there, business owners should select the appropriate version of the form, depending on if they need a hard copy or PDF version. They will also need to provide certain information in order to complete the form correctly, such as financial statements and other data related to their small business consultation session with an SBDC counselor.

SBA Form 1062 – Small Business Development Center Counseling Record

The Small Business Administration (SBA) form 1062 is a record of counseling services provided by a Small Business Development Center (SBDC). SBDCs are government-funded organizations that offer advice and resources to small business owners. The SBA Form 1062 is used to document the services and assistance given during an SBDC session.

The form includes information about the type of service provided, such as developing a business plan, strategic planning, obtaining financing, or market analysis. It also contains information on the topics discussed during the session, such as marketing strategies or legal issues. By keeping track of this information in one place, it helps the SBDC ensure quality control and continuity in their services.

SBA Form 1062 Example

SBA Form 1062 - Small Business Development Center Counseling Record Page 1
SBA Form 1062 – Small Business Development Center Counseling Record Page 1
SBA Form 1062 - Small Business Development Center Counseling Record Page 2
SBA Form 1062 – Small Business Development Center Counseling Record Page 2