You'll complete a free and totally confidential screener form where you can share a little about you, your business, and what step in the SBA process you are
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Once the form is submitted, Adam and Kyle from our team will review your information to formulate some advice and recommendations for you.
After we've completed the review, Adam or Kyle will send you some customized recommendations either in email or as a video recording. We're available for any additional questions you have!
Provide Feedback on Your Business Plan & Projections
We've seen thousands of business plans and financial projections over the course of our SBA loan careers across many different industries. Some really good. Some really bad. Some we made loans to and some that we declined. The good news, we can provide some feedback on how to strengthen your business plan and how to avoid any red flags that may concern your lender.
Recommend what documents you should get collected
Different types of lenders will ask for different types of documents for different types of businesses. That can be really confusing and frustrating sometimes that there isn't a one-size-fits-all list for every startup or small business. There are some standard documents you'll need to have no matter what and we can help predict what specialized documents you may need to prepare for your situation.
Recommendations on which lenders to consider applying with
One of the most difficult parts of getting an SBA loan is just finding the right lender to apply with. More often than not, your long-time local bank isn't going to be the lender most likely to approve your SBA loan. Using our experience, network, and some tools we have - we'll help provide some recommendations on what types of SBA loan and which lenders may be the best for you.
Overall feedback on your idea, concept, acquisition opportunity, etc.
Something that no amount of research and reading can replace - is experience. With our expert's 15+ years of SBA lending experience, helping thousands of businesses prepare for SBA loans, as well as our very own entrepreneurship experiences - we can provide completely unbiased and independent feedback and ideas for your idea business next steps to help you be more successful.
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Between Adam’s 10+ years of experience making SBA loans and running an SBA lender as the Executive Director, and Kyle's 7 years of experience preparing applications and reviewing business plans as a SBA loan officer - you can be sure you’re going to be taken care of!
Between free tools, guides, and advice as well as premium products and services, we are confident we can help you take the next step in the SBA process.
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