SBA Loan Prep Service

If you're considering an SBA loan to start, grow, or acquire a small business, we can maximize your approval chances by making sure you are prepared!

What is Our SBA Prep Service?

Get answers to key questions and be CONFIDENT before you apply.

Applying for an SBA loan can sometimes be an overwhelming, confusing, and frustrating experience.  we can answer some crucial questions like:

What documents do I need?

What concerns will a lender have?

How can I improve approval chances?

What lenders should I apply at?

Get Prepared

One of the most important parts of an SBA loan application is by making a good first impression with your lender and being prepared. We'll help make sure your ducks are in a row!

Avoid Red Flags

Our team of former SBA lenders can review your application package and identify what thing may cause the most concern with your lender.

Pick a Lender

Oftentimes businesses have to apply at more than one lender. We can help recommend lenders that we believe are the best fit for you!

Lender Questions

Sometimes lenders can ask some tough questions. Our team of experts will be there to help understand and answer those questions!

Heard Enough?

We'd love to connect

How it works

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Experience You Can Trust

Between Adam’s 10+ years of experience making SBA loans, Grace’s experience as a CPA building custom financial models for hundreds of different industries and business, and Kyle's experience reviewing and preparing business plans for SBA loans - you can be sure you’re going to be taken care of!

What Our SBA Prep Service Delivers

Our SBA experts will guide you through a comprehensive review of your key required documents and making sure your approval chances are as high as possible!

We'll help you determine what the right loan amount is and what type of SBA loan is the best fit for you

We'll help you figure out what documents you're going to need for the application process

Our team will review your documentation to give you feedback on what areas may cause concerns for a lender

After we complete our review, we'll provide a few lenders that may be a good fit to apply with!

Need a little extra help getting SBA ready?

You can work with our team of seasoned experts to create a seamless set of financial projections, a custom business plan, and get hands-on-guidance though the SBA loan application process.

Projection Fill Out Service

5 year financial projections filled out and ready to go for you by our experts.

$699

Business Plan Writing Service

A custom business plan written just for your business integrating your projections.

SBA Loan Prep Service

Get prepared for an SBA loan application by getting guidance from a real SBA expert.

SBA Ready Bundle

Work with our whole team of experts to get a custom business plan, projections, and SBA guidance!

$2,097
$1,699

Join Our Other Happy SBA-Ready Customers!

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It's your turn to get SBA ready!

Whether you just need help navigating the SBA process or getting your startup business plan documents ready, we're here to help!

SBA Prep Service
Work with our SBA experts to get ready for your SBA applications!
$699
Determine the right loan amount
Determine the right type of SBA loan
Determine what documents you need
Make sure your documents are ready
Recommend a few lenders for you
Help answering lender questions
SBA Loan Ready Bundle
Work with our entire team of experts to prepare key documents, find a lender, and get your application completed! Perfect for Startups and Acquisitions.
$1,699
$2,097
Everything included in the SBA Prep Service
Complete 5 year Financial Projections
Custom Written Business Plan
Live 1-on-1 Consultation with Adam
Basic plan
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$180/yr
Save 20% with the annual plan
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Business plan
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$280/yr
Save 20% with the annual plan
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SBA Prep FAQs

A few commonly asked questions about what to expect with our SBA prep services

Will this guarantee an SBA loan approval? 

We wish! Unfortunately, we cannot guarantee you will be approved or a loan just by working with us. There are many variables that go into a loan decision that are outside of our control like your personal financial situation, personal credit, the type of business you choose, lender preferences, etc.. However, we do promise that we will only move forward with our service if we believe you have a reasonable chance at approval and that your documentation will be ready AND optimized for lenders!

Will you prepare all of the document I need for my loan?

Under the SBA Prep service, we will advise you on what documentation may be required of you based upon the type of SBA we agree is the best fit. We will then review all of that documentation to give honest and constructive feedback on what should be improved or addressed. If you choose to work with our team under the SBA Ready Service Bundle, we will completely prepare the business plan and financial projections as well as review all of your other documentation.

What if I don't get approved for an SBA loan?

As we stated above, we cannot guarantee a loan approval. That being said, it is not uncommon to get declined at the first lender (or first few) that you apply with. If we believe you have a reasonable chance at approval based on our review, we will recommend additional lenders to apply with that we believe could be a good fit.

How long will this process take?

Each of our services typically takes about 2 business days from the point that our team has everything they need from you to begin. Especially for the projections and business plan if you choose the SBA Ready Service Bundle. The SBA review service can be a little more flexible if there are items you are still working on preparing.

Do you help businesses outside of the United States get prepared for loans?

These SBA preparation services are geared specifically towards SBA loans which only exist in the United States. While other countries may have their own government supported small business lending programs, our team's experience and expertise is with the SBA programs. That being said, we do help many businesses with financial projections and business plans that are located outside of the US. You can see our Projection Fill out and Business Plan Writing Service specifically if you are located outside of the US and are interested in some help.

Still have questions?