One roadmap, one guide, one workbook for every kind of SBA deal — and the CFO in your corner the whole way.
An SBA loan means a multi-week document chase most first-time borrowers walk into blind. This is the place that walks you through it — start with the free roadmap for your kind of deal, then pick up the guide and the workbook — a live Microsoft Excel (.xlsx) file — that does the real work: fill-in templates that build your projections, your personal financial statement, your schedule of liabilities, your use-of-funds, and your credit summary on your own numbers. Built for the borrower, and for the brokers and lenders who would rather send a prepared client than chase an unprepared one. Pick your deal.
You found a business to buy and need to finance the purchase — the recast, the coverage, the package.
You're tired of paying a landlord and want to own your space with about 10% down, across two loans.
You need capital to grow, want to refinance costly debt, or are buying out a partner.
Your cash needs rise and fall with seasons, contracts, or growth — and you need a line of credit, not a term loan.
You're weighing a franchise and need the real numbers behind the brand — and the financing to open it.
The workbook is a live Microsoft Excel (.xlsx) spreadsheet — you type your own numbers and the formulas do the math, instantly. The business plan is a fully editable Microsoft Word (.docx) template you make your own. These are the dynamic foundation you build your deal on — not a paper guide to read, and nothing to handwrite.
You're tired of the paper chase too. Unprepared borrowers cost you weeks of back-and-forth on incomplete files. Put your name on these roadmaps and tools and send your clients here — they come back lender-ready, and the relationship stays yours.
Co-brand the SBA tools with your name →