What good packaging looks like

Deals other lenders passed on — funded.

A sample of SBA files we've packaged and closed. Every one started as an owner who wasn't sure they'd qualify.

$180M+SBA capital packaged
600+Businesses funded
3 programs7(a), 504 & Microloan
92%Of packaged files approved
SBA 7(a)Partner buyoutManufacturing

Machine shop buys out a retiring partner.

Their own bank sat on the file for two months asking for the same documents. We repackaged it and moved it to an SBA lender that wanted the deal.

$1.8MSBA 7(a)
10 yrTerm
6 wksTo close
SBA 504Real estateRestaurant

Restaurant group stops renting and buys its building.

Rent kept climbing. A 504 let them purchase their space with 10% down at a payment close to what they'd been paying their landlord.

$2.3MSBA 504
25 yrTerm
10%Down
SBA 7(a)AcquisitionHealthcare

Associate dentist acquires the practice she worked at.

First-time buyer with strong cash flow but limited down payment. We structured the acquisition so she kept her savings and gave up no equity.

$1.25MSBA 7(a)
10 yrTerm
0%Equity given up
SBA 7(a)Equipment + WCHome services

HVAC company funds a fleet expansion.

Needed trucks and working capital to take on a backlog. We rolled equipment and operating cash into a single 7(a) so they could hire and scale.

$640KSBA 7(a)
10 yrTerm
+22Trucks added
SBA 504Ground-up buildSelf-storage

Operator builds an owner-occupied self-storage facility.

A construction project most banks wouldn't touch. The 504 structure gave long, fixed-style financing and kept the cash injection manageable.

$3.9MSBA 504
25 yrTerm
OwnerOccupied
SBA 7(a)Debt refinanceE-commerce

DTC brand refinances out of expensive short-term debt.

Stacked merchant cash advances were draining daily revenue. We refinanced the balances into a single 10-year SBA note and freed up cash flow.

$900KSBA 7(a)
10 yrTerm
61%Lower payment

Your deal could be the next one.

Most of these owners weren't sure they'd qualify. The eligibility check is short, free, and won't touch your credit.