SBA Loan Preparation & Funding Consultation

Expectations

Our goal here at WealthBuilders Business Development Center is to provide you with full support through the process of acquiring a loan through the SBAs loan programs. We are here to assist you in preparing the necessary documentation, supporting you through the
loan process, and assisting you with application strategies that will dramatically increase your probability of success. We understand that the process to secure a loan backed by the SBA can be a tedious one and we are here to ensure that you get the money that you deserve. Some services may include:

  • SBA compliant Business Plan preparation: Have your business plan professionally prepared with justifiable financial projections.
  • Consultation: Expert consultants advising on budget allocations, revenue models, expansion strategies, and executive coaching for mental preparation.
  • Support: Communication monitoring & coaching, letters of explanation, loan prequalification, application assistance, and more.
  • Post-Funding: Funding implementation strategies, administrative support, and marketing

Documentation

Set up business plan structured for the needs of the SBA. Prepare and assist in the completion of all required lender documentation for the loan.

Consulting

Support you through the tedious process of communicating with lenders and compiling any requirements necessary for underwriting approval.

Financials

Compile current financial reports and generate justifiable financial projections with key assumptions & revenue models. Develop a detailed budget for the project.

Loan Process

Below an overview of the loan process so that you understand what to expect. It may
be adjusted when deemed necessary.
  • Prequalification

    A summation of your loan situation is presented to one or more lenders to gage the feasibility of the loan approval. We will gather preliminary documentation and confirm minimum requirements to avoid an erroneous effort and understand if further  preparation is necessary.
  • Prequalification

    A summation of your loan situation is presented to one or more lenders to gage the feasibility of the loan approval. We will gather preliminary documentation and confirm minimum requirements to avoid an erroneous effort and understand if further  preparation is necessary.
  • Document Preparation

    We will prepare and assist you in completing all required documents for your loan to be underwritten by both the lender and the SBA. This includes tailoring your resume, preparing your personal financial statements, gathering and compiling documents on behalf of both the business and the owners personally. We have an accounting firm that can prepare your current financial statements, if necessary.
  • Business Planning

    Have an SBA compliant business plan professionally prepared including rationalized financial projections, competitive & SWOT analysis, and industry statistics. Executive consultation services are available to suggest additional streams of revenue, pinpoint projections, and develop strategic alliances to improve the stability of the business.