You will get SBA Loan Consultation from SBA Lender who Closed over 1,500 loans
Top Rated
Project details
I spent 12 years as an SBA lender and closed over 1,500 SBA loans. With our 1 on 1 consultation I will help you determine how much you might qualify for in an SBA loan, help you determine a realistic loan structure, and help you find the best fit lender based on your specific situation.
Language
EnglishBusiness Type
Small BusinessPlan Purpose
Loan ApprovalWhat's included $20
These options are included with the project scope.
$20
- Delivery Time 1 day
13 reviews
(12)
(1)
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DO
David O.
May 11, 2026
Great consultation with Adam and looking forward to working with him.
HO
Holly O.
Jan 9, 2026
Adam provided excellent support in assisting me with starting a new therapy private practice. Adam helped me navigate if I should proceed with a SBA loan or not. He asked thoughtful questions and was able to direct me towards an option that would provide success. I look forward to working with him in the future. I highly recommend him for SBA loan consulting!
DO
David O.
May 11, 2026
You will get SBA Loan Consultation from SBA Lender who Closed over 1,500 loans
Great consultation with Adam and looking forward to working with him.
HM
Harrison M.
Apr 8, 2026
30 minute consultation
Great working with you Adam!
BP
Bob P.
Feb 14, 2026
Expert SBA Loan Underwriting Consultation
Very easy to work with and delivered product ahead of time because he knew I had a time constraint. Great experience
SK
Sivashankar K.
Feb 13, 2026
SBA Disaster Loan Transfer Specialist
Adam was incredibly helpful and resolved all my issues within the allotted time. I highly recommend Adam, and I plan on continuing to work with him in the future.
TE
Tim E.
Feb 2, 2026
Custom Financial Model for SMB Acquisitions
This is the second time I’ve worked with Adam and Projection Hub on an extensive financial modeling project. Adam and his team were great to work with, extremely detail-oriented, and delivered a beautifully designed, easy-to-use model. Highly recommend them for complex financial modeling work.
About Adam
Financial Projections | SBA Loans | Financial Models | Business Plans
100%
Job Success
Middletown, United States - 10:01 am local time
📊 𝙰 𝙵𝙴𝚆 𝙽𝚄𝙼𝙱𝙴𝚁𝚂 𝚃𝙷𝙰𝚃 𝙼𝙰𝚃𝚃𝙴𝚁
✅ 1,500+ SBA loans closed during my 12 years running an SBA lending program ✅ Grew a small business loan fund from $100K to more than $50M lent ✅ 1,000+ custom financial models and financial projections delivered since 2012 ✅ 50,000+ founders have used ProjectionHub's financial projection templates and tools ✅ Clients approved for millions in SBA 7(a) and SBA 504 financing
⭐ Here is what a recent Upwork client said: "We found Adam, and what a blessing it was! He went WAY above and beyond our expectations. The lender we are working with was blown away at the critical information they received from us, which allowed our process to progress easily and much faster." (Curtis S., SBA loan financial projections)
🏦 𝚆𝙷𝚈 𝙻𝙴𝙽𝙳𝙴𝚁𝚂 𝚂𝙰𝚈 𝚈𝙴𝚂
Most financial projections fail at the bank for one reason: they were built by someone who has never read a projection the way an underwriter reads one. I have. I approved and declined SBA loan applications for over a decade, so every financial projection I build starts from the question the lender will actually ask: does the cash flow cover the debt? That means DSCR, break-even, and coverage ratios are not an afterthought in my financial projections. They are the spine.
ProjectionHub is also the company behind 100+ CPA-developed, industry-specific financial projection templates, so your financial projections start from proven revenue logic for your industry, not a blank spreadsheet. We have built financial models across healthcare, construction, real estate, e-commerce, SaaS, retail, restaurants, and franchises.
📈 𝚆𝙷𝙰𝚃 𝙸 𝙳𝙾
▸ Financial projections for SBA loans: 5-year, 3-statement financial projections with DSCR, break-even, and coverage ratio analysis built for SBA 7(a), SBA 504, and bank underwriting ▸ Business plans: lender-ready business plans with integrated financial projections, market research, use of funds, and staffing plans ▸ Financial models for investors: revenue models, unit economics, and investor-grade financial projections for pre-seed through Series A raises ▸ Acquisition financial projections: pro forma financial projections and debt service analysis for business acquisitions ▸ SBA loan prequalification: document review, maximum SBA loan sizing, and direct introductions to best-fit SBA lenders ▸ Financial model review: validating the assumptions in your existing financial model or financial projections before they reach a lender or investor
🤝 𝚆𝙷𝙾 𝙸 𝚆𝙾𝚁𝙺 𝚆𝙸𝚃𝙷
Founders applying for SBA loans, buyers acquiring a business with SBA or bank financing, startups preparing investor-grade financial projections, and existing businesses expanding with new debt. If your deal needs financial projections a credit committee will trust, that is my lane.
📋 𝙷𝙾𝚆 𝙸𝚃 𝚆𝙾𝚁𝙺𝚂
1. Send me your loan or raise details: loan type, target amount, timeline
2. First draft of your financial projections in as little as 2 business days
3. Unlimited revisions to your financial projections based on lender or investor feedback
4. When useful, a direct introduction to 1-2 SBA lenders who fit your deal
📞 If you are preparing an SBA loan application, raising capital, or buying a business, message me with your loan type, target amount, and funding stage. I will outline exactly what your financial projections and business plan need to get approved.
Steps for completing your project
After purchasing the project, send requirements so Adam can start the project.
Delivery time starts when Adam receives requirements from you.
Adam works on your project following the steps below.
Revisions may occur after the delivery date.
I provide a list of documents and questions to answer prior to call
We complete a 1 hour consultation call