Business Plans for SBA lenders

searcher profile

May 04, 2021

by a searcher from Tulane University - A. B. Freeman School of Business in Austin, TX, USA

Wanted to see if anyone has any examples of a business plan used to successfully secure SBA financing.

Also, has anyone noticed a difference in valuation methods used by SBA Lenders pre vs post COVID.

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commentor profile
Reply by a lender
in Yorba Linda, CA, USA
We go over our deal teaser memo template (along with our debt coverage model) on a call for self-funded searchers every Thursday. It's not a full business plan, but a good starting point. If you would like to register, send me an e-mail: redacted Also, ^redacted‌ has a great investment memo template. Valuation methods have not changed, per se. But obviously valuation vendors are making appropriate adjustments and assumptions around Covid impacts and post-Covid projected performance.
commentor profile
Reply by an intermediary
from Rutgers in Cherry Hill, NJ, USA
Hi Heather. I will email you to share your info with at least one of my clients. On a personal note, I am always interested in different ways to package loan apps. I vary the package often based on the borrower, and industry.
commentor profile
+3 more replies.
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