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Services

Contact me for a free consultation to determine how I can help.

SBA Loan Viability Assessment

Includes:
  • SBA Eligiblity

  • SBA Loan Viablity

  • SBA Loan Solution 

Fee: 

No charge

SBA Loan Analysis & Preparation

Includes:
  • Create the SBA Project

  • SBA Loan Structure

  • Personal Finance Assessment

  • Personal Financial Risk Mitigation

  • Management Resume Assessment

  • Global Cashflow Analysis

  • Collateral Assessment

  • Preparation of Credit Package for SBA Lender

  • Complete. Organized. Accurate​

Fee:

Varies by project. Contact for pricing.

SBA Projection 
 

Includes:
  • Sales/Marketing Model

  • Staffing Model

  • Cost of Sales

  • Occupancy Expenses

  • Operational Expenses

  • Administrative Expenses

  • Cash Balance / Working Capital Model

  • Debt Service Coverage Calculation

  • Gross Return on Investment Calculation

Fee:

Varies by project. Contact for pricing.

SBA Business Plan
 

Includes:
  • Background Info on the SBA Project/Business/Owners 

  • 9 Content Chapters that Explains how the Projection will be Achieved

Fee:

Varies by project. Contact for pricing.

SBA Lender Assistance: Underwriting

Includes:
  • Match Loan Request with SBA Lenders

  • Assess Preliminary SBA Lender Interest > Share SBA Loan Package  

  • Pre-Qualification Stage > Term Sheet

  • Approval Stage > Commitment Letter

Fee:

Varies by project. Contact for pricing.

SBA Lender Assistance: Closing

Includes:
  • Priortize Key Closing Items

  • Build Closing Team

  • Build Closing Timeline

  • Weekly Closing Updates  

Fee:

Varies by project. Contact for pricing.

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