Kit

Real Estate & Equipment (504) Kit

A 504 project involves a bank, a Certified Development Company and your own contribution. This kit builds the project budget, applies the 10%, 15% or 20% contribution, checks the structure, covers owner-occupancy for property you partly lease out, and includes a 504 program guide.

What’s included

• 15 templates, including the 504 project worksheet and rent roll
• Contribution and structure checks
• 504 program guide
• Every file in one ZIP download

What’s in this kit

• Lender Document Checklist & Tracker$19.00 alone
• SBA-Ready Business Plan Template$29.00 alone
• 3-Year Projection & Cash Flow Workbook$39.00 alone
• Personal Financial Statement Guide (SBA Form 413)$15.00 alone
• Loan Request & Use-of-Funds Narrative$29.00 alone
• Business Debt Schedule$15.00 alone
• Letters of Explanation Kit$19.00 alone
• Lender Comparison Worksheet$15.00 alone
• Equity Injection & Source-of-Funds Kit$29.00 alone
• Management, Ownership & Citizenship Pack$19.00 alone
• Historical Cash Flow & Add-Back Workbook$39.00 alone
• 504 Project Cost, Contribution & Jobs Worksheet$19.00 alone
• Lender Cover Letter & Package Assembly Guide$15.00 alone
• Sources & Uses of Funds Worksheet$9.00 alone
• Rent Roll & Property Operating Statement$19.00 alone

Bought separately: $329.00. As a kit: $139.00.

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