You will get an SBA Loan Application Toolkit

Name: You will get an SBA Loan Application Toolkit
Availability: InStock

Jairus W.

Jairus W.

Project details

Applying for an SBA loan and not sure if you're ready? This toolkit gives you the same tools I use with consulting clients to prepare successful SBA 7(a) and 504 applications.

You'll get professional, formula-driven Excel templates that assess your eligibility, organize your debts in lender-ready format, project 5 years of financials, and calculate your DSCR using the SBA cash flow method.

What's included:

• SBA Readiness Assessment: Scores eligibility across credit, cash flow, equity injection, and documents
• Business Debt Schedule: Auto-calculates totals, weighted avg interest rate, and preliminary DSCR
• 5-Year Projection Model: Income statement, cash flow, DSCR analysis with amortization schedule
• Loan Comparison Calculator: Compare up to 4 loan offers with true cost and effective APR
• Step-by-step Preparation Guide covering what lenders look for and 2025-2026 SBA changes

All templates use blue-cell inputs with automatic calculations. No financial expertise needed.

Updated for current SBA requirements including 100% U.S. ownership rule and stricter underwriting.

Need more than templates? I also offer full application prep and lender placement. Message me.

Target Country

United States

What's included

Service Tiers	Starter $97	Standard $197	Advanced $347
Delivery Time	1 day	1 day	5 days
Ratio Analysis	-	-	-
Cost Variance Analysis	-	-	-
Equity Research & Analysis	-	-	-
Discounted Cash Flow	-	-	-
Equity Valuation	-	-	-
Financial Statements	-	-	-

About Jairus

Fractional CFO | Accounting | Financial Planning

Virginia Beach, United States - 6:54 pm local time

I'm an accounting and finance professional with a background in public accounting and corporate FP&A. I work with small businesses, founders, and operators who need more than a bookkeeper - people who want accurate numbers and someone who can explain what they mean, and who can ensure consistent and accurate numbers across budgets, departments, and software's.

On the day-to-day side, my team and I handle monthly close, reconciliations, financial statements, and reporting packages. On the strategic side, I build budgets, cash flow forecasts, variance analyses, and financial models that hold up in front of a lender, investor, or board.

My clients are typically in one of three situations: they've outgrown DIY bookkeeping and need a professional to take it over, they have a controller or CFO but need a capable overflow resource, or they're preparing for something - a loan, a capital raise, an audit, a sale, or simply hoping to grow - and need clean financials and solid projections to support it.

I also have deep experience in SBA lending and loan preparation, so if you're pursuing an SBA 7(a) or 504, I know exactly what lenders want to see and how to package it.

I'm available for ongoing monthly engagements and one-time projects.

Steps for completing your project

After purchasing the project, send requirements so Jairus can start the project.

Delivery time starts when Jairus receives requirements from you.

Jairus works on your project following the steps below.

Revisions may occur after the delivery date.

You share your loan details

Tell me your loan amount, loan type (7(a), 504, or unsure), and business type so I can confirm the right package for you.

I prepare your toolkit

I package your templates with any tier-specific customization (Premium tier includes pre-populated assumptions tailored to your business).