Template

Equity Injection & Source-of-Funds Kit

Startups and most business purchases need at least 10% of total project cost, and 504 projects 10% to 20%. Lenders then verify where the money came from before any loan funds are released. This kit calculates your requirement, shows which sources count and the evidence each needs, applies the limit on seller notes, and gives you a gift letter template and a source-of-funds guide.

What’s included

• Equity injection calculator for 7(a) and 504
• Seller note on full standby, capped at half the requirement
• Evidence list for every source
• Gift letter template
• Source-of-funds documentation guide
• Completed business purchase example

Every AceTheSBA product comes with

• Step-by-step instructions for every section
• A completed example for a fictional business
• References to the SBA rule each part applies
• Editable Word, Excel or PowerPoint files
• A version showing the SBA rules it follows (SOP 50 10 8.1)
• Documents for your lender kept free of AceTheSBA branding