Austin Business Strategies offers a complete SBA loan preparation service designed to help business owners apply for SBA 7a and 504 loans with confidence. This package is built for entrepreneurs seeking funding for real estate, equipment, working capital, or expansion. We streamline the process by combining expert consulting with lender-ready documents to help you secure the financing you need.
Once you purchase the service, we begin by collecting all necessary financial documents such as tax returns, interim financials, debt schedules, and supporting materials. From there, our team creates a 16-page custom financial pro forma that includes 3 to 5 years of financial projections, a breakdown of expenses and income, cash flow analysis, and loan fund usage. These projections are tailored to meet SBA lender standards.
We also deliver a professional funding pitch deck that clearly presents your business model, market opportunity, use of funds, growth strategy, and key financial highlights. This is a valuable tool when meeting with lenders or investors.
Included in the service is a plug-and-play business plan templates, guide and workbook to help you with crafting your business plan. Our team will review once complete or offer guidance to help you refine it.
Our team handles the heavy lifting so you can focus on growing your business. When your documents are complete, we send the full loan package to your designated funding expert, creating a seamless handoff and increasing your chances of loan approval.
This service is ideal for startups and existing businesses that want a structured and strategic approach to SBA loan readiness.
Let us help you become BANKREADY® and confident in front of any lender.
Schedule your document review call for a date that will give you time to gather and upload all requested documentation in your welcome email.
*Fee includes a $250 processing fee.
SBA Loan Prep and Funding Readiness
The information and materials provided by Austin Business Strategies are for general informational and educational purposes only. While we assist in preparing financial documents and funding materials, our services do not constitute legal, accounting, or financial advice. Clients are encouraged to consult with a licensed financial advisor, accountant, or attorney for guidance specific to their business and financial situation. Austin Business Strategies makes no guarantees regarding loan approval, loan amounts, or funding outcomes. All funding decisions are made solely by the lenders or financial institutions. Any decisions made based on our materials and recommendations are the sole responsibility of the client.