Template

Management, Ownership & Citizenship Pack

Lenders must see 100% of direct and indirect ownership, and under SOP 50 10 8.1 every owner and required guarantor must be a U.S. citizen or national living in the U.S. This pack gives you a management résumé template, an ownership and guarantor table that works out who must guarantee and flags Ineligible Persons, and a checklist of the documents each person provides.

What’s included

• Management résumé template and example
• Ownership and guarantor table, including the spouse and 6-month rules
• Citizenship and residency checks for every owner
• Document checklist for each person
• Completed 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