SBA Pre-Qualification Service
If you're considering an SBA loan to start, grow, or acquire a small business, we'll give you real clarity on your approval chances before you waste any time on a business planning or loan applications!
Prequalification saves you time, saves money & increases your approval odds!
.png){kind=logo}
Join 1,000+ SBA-ready founders
The Problem
Most entrepreneurs spend months writing business plans, paying consultants, or chasing SBA lenders… only to hear:
❌ “We don’t lend to your industry.”
❌ “We don’t like that type of acquisition.”
❌ “Your file isn’t strong enough for our underwriting.”
❌ “You're not eligible for an SBA loan.”
The truth? Not all SBA lenders are created equal. Each bank has different risk tolerances, industries they’ll touch, and underwriting quirks. Talking to the wrong one can waste 3–6 months of your life with no progress.
Here's how I can help
In one week, I’ll:
✅Review your personal financials (tax returns, SBA Form 413, resume, credit snapshot).
✅Give you an honest, realistic assessment of your SBA loan potential — including what loan sizes are likely out of reach so you don’t waste time chasing them.
✅Write a lender-ready executive summary of you and your deal.
✅Personally select 1–2 SBA lenders most likely to be a fit (based on your profile and their preferences).
✅Set up intro calls so you can hear directly from the lender what they’d consider financing.
✅And if you want to "go for it", we'll help guide you through the entire SBA process all the way to closing.
Why This Matters
💡 You can’t “shop” SBA loans the same way you shop mortgages. One lender might reject you instantly, while another might approve the exact same deal.
💡 By knowing your upper limits, strengths, and connecting with the right lenders early, you avoid months of wasted effort and can focus your time on applications that actually have a shot.
.png)
My Guarantee to You
If after reviewing your file I believe you have no viable path to SBA financing, I’ll refund 50% of your fee. That way, you either:
Walk away with clarity and save yourself months of wasted effort (at half the cost), or Move forward with a lender introduction and a real shot at SBA approval.
Either way, you win.
.png)
We know the SBA inside and out!
✅ Our team has more than 20+ years of previous SBA lending Experience
✅ We closed 1,500+ SBA loans for startups and small businesses
✅ We've helped thousands of entrepreneurs prepare for an SBA loan
✅ Our clients have been approved for millions in SBA financing
Here's ProjectionHub founder, Adam, accepting some SBA rewards ⬇️
.png)
.jpg)
%20copy.png)
.jpg)
SBA Can Feel Overwhelming. You're Not Alone.
SBA loans are one of the best ways to fund a small business—but learning if you're eligible, finding a lender, and completing a compelling application can feel really difficult.
Join Our Other SBA-Approved Customers!
.png)
.png)
.png)
.png)
.png)
Let's figure out if SBA is right for you
Submit your info for a FREE consultation!
.png)
SBA Prequalification Service
Includes:
- 1:1 Strategy Consultation with our SBA Expert
- Collect & Review Required SBA Documents
- Honest Assessment of SBA Potential
- Creation of Lender-Ready Executive Summary DocumentPre-qualification Call with 2 SBA LendersBONUS: $250 Credit towards Financial Projections Service
SBA Coaching FAQs
A few commonly asked questions about what to expect with our SBA Coaching service
Absolutely! This coaching program is designed for beginners. We'll break down the SBA loan process into simple, understandable steps, and help you build a strong foundation.
We'll help you understand the core eligibility requirements, giving you a good idea of where you stand. We'll discuss factors like your credit, business history, and financial projections. For a definitive answer, you'll need to work with an SBA lender, which we can assist with in our Concierge service.
The coaching is provided on a monthly basis, with two 30-minute sessions per month. Most clients find they benefit from 1 to 3 months of coaching, depending on their individual needs and the complexity of their situation but it can go longer if needed or transition you to other programs!
Our coaching program is a great starting point. When you're ready to apply for a loan, we recommend our SBA Concierge Service as a next step. This is where we actually help you find a lender, fill out your full loan application, answer lender questions, and guide you through the entire approval process. Coaching program graduates receive a $1,500 discount on the Concierge Service and can also get discounts on other optional services like creating projections or a business plan.
We absolutely can if we determine you need those documents and you choose to have us work on them for you. The SBA coaching services if focused on preparing you personally, validating your idea/concept, refining your loan request, and make sure you know exactly what you'll need to apply. SBA coaching members and graduates can receive discounts on our projection and business plan services!
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.
