Templates & kits
Built to current SBA requirements (SOP 50 10 8.1), each with instructions and a completed example. The documents you send a lender carry no ACESBA branding.
37 products
Every template a loan program needs, with a program guide. Better value than buying the templates one by one.
For businesses in their first year or borrowing under $50,000.
A complete 7(a) or SBA Express application package.
For buying a business with SBA financing under SOP 50 10 8.1.
For buying, building or renovating property your business occupies, or major equipment.
For businesses affected by a declared disaster.
All 19 templates and every kit program guide, with 12 months of updates.
One template for one part of your application.
Every document an SBA lender will ask for, organized by loan program, with a tracker to work through it.
A business plan laid out the way lenders read them, with guidance on every section and a complete example.
Monthly and annual projections that test debt service coverage the way a lender does.
A line-by-line guide and worksheet for completing SBA Form 413 accurately.
The one-to-two page loan request that tells a lender what you need, why, and how you will repay it.
The debt schedule lenders ask for, with row checks, totals and a reconciliation to your balance sheet.
Templates for explaining credit events, late payments, tax issues and revenue dips clearly and briefly.
Compare lenders side by side, with 25 questions to ask before you choose one.
Work out the equity SBA requires for your project and document where it comes from.
Résumés, a full ownership table, the guarantors SBA requires and the citizenship rule every owner must meet.
Measures debt service coverage on actual results, with documented add-backs.
Every cost of opening the business, the total project cost and the 10% equity it requires.
What to verify before you buy, and a transition plan lenders expect to see.
Builds a 504 project budget and checks the structure and your contribution against SBA limits.
Documents your losses and insurance claims for an SBA disaster loan application.
A cover letter that introduces your package and a guide to assembling it in the right order.
Matches every cost of the project to the money that pays for it, and checks your equity against SBA rules.
For 504 property owners who lease part of the building, with the 51% occupancy check.
Tests whether an asking price is supported before you make an offer.
Tools for presenting your request, preparing your records and staying on track after funding.
The lender deck, one-page loan summary and meeting prep guide together.
A 12-slide deck for your first lender meeting.
The executive summary lenders read first and forward to credit.
The questions lenders and CDCs ask, and how to answer each one.
Profit and loss, balance sheet and interim statements in the format lenders expect.
Gets your books to reconcile with your bank statements and tax returns.
What lenders review when the business is a franchise.
Letter of intent terms and the questions to put to a seller.
A deck for raising your equity contribution from family, friends or partners.
A 90-day plan to correct report errors and lower balances before you apply.
Keeps you on top of what the lender expects after closing.
Compares owning your premises through 504 with renewing your lease.
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Templates help you prepare. They do not replace official SBA or IRS forms, and they are not legal, tax or financial advice.
