• We gather the information you submitted to SBA to identify red flags 
• Schedule the SBA inquiry conference call with the client and SBA to clarify where the client stands 
• Complete a 15-point risk assessment in the in-depth research phase. We pull background reports for the owners and companies, verify information, cross-reference data points, and find any other data mismatch or potential red flags.  
• Financial Analysis as a loan officer/underwriter to calculate the income to debt ratio, max loan amount, cash flow, and identify any obstacles or discrepancies 
• Final review for SBA EIDL loan requirements to complete the loan packaging or (re)packaging 
• Pull the forms, letters, documents, and info together to tell the story of your business and reopen/expedite the loan request.
• We help fix as well as advise clients on the steps they take to fix the remaining issues as needed (business consulting) 
• We assist with business legacy by cleaning up simple online marketing needs
• Assist with business plan proposal to ensure it meet the requirements  
• Complete a total package of forms, instructions, letters, and other documentation to submit in an ideal tidy package. 
• Our clients are required to purchase  the ongoing support and assistance for the 1.5% of the loan amount ongoing management services.  

• We gather the information you submitted to your Lender to identify red flags 
• Schedule an inquiry conference call with the client and lender to clarify where the client stands 
• Complete a 15-point risk assessment in the in-depth research phase. We pull background reports for the owners and companies, verify information, cross-reference data points, and find any other data mismatch or potential red flags.  
• Financial Analysis as a loan officer/underwriter to calculate the income to debt ratio, max loan amount, cash flow, and identify any obstacles or discrepancies 
• Final review for SBA loan requirements to complete the loan packaging or (re)packaging 
• Pull the forms, letters, documents, and info together to tell the story of your business and reopen/expedite the loan request.
• We help fix as well as advise clients on the steps they take to fix the remaining issues as needed (business consulting) 
• Complete a total package of forms, instructions, letters, and other documentation to submit in an ideal tidy package. 
• If clients require or need ongoing support and assistance, we recommend purchasing the 1% of loan amount ongoing management services. We also offer Adhoc fees if clients want to pay as they go. 

• We gather the information you submitted to the lender to identify red flags 
• Schedule the lender inquiry conference call with the client and financial institution to clarify where the client stands 
• Final review for SBA loan requirements to complete the loan packaging or (re)packaging 
• Pull the forms, letters, documents, and info together to tell the story of your business and reopen/expedite the loan request.
• We advise your on how to complete a total package of forms, instructions, letters, and other documentation to submit in an ideal tidy package. 
• If clients want help filling out forms and submitting, they will need to upgrade to the full service package and potentially the 1% of the total loan amount. Case-by-case basis. 

In most cases no, but in cases where clients provided wrong information or failed to follow our instructions there are additional fees. Also, in complex cases we always recommend clients add on our ongoing management fee of 1% of the total loan amount. 

We have a 98% success rate on our SBA loan packaging. We do our best to vet our clients with a free discovery to ensure they are qualified for the loans prior. Our goal is to grow with our clients as partners and be there for all their capital needs.