Buyer decision workflow

Evaluate an SBA-Financed Acquisition

Combine transparent deal math with historical SBA cohorts and current-document earnings definitions.

The Buyer Question

Does the proposed structure appear financeable enough to justify lender outreach and deeper diligence?

When to Use This Workflow

  • The buyer expects SBA 7(a) or 504 financing
  • Down payment or working capital is constrained
  • Seller SDE is the main repayment source

Inputs Required

  • Price, down payment, rate, term and working capital
  • NAICS, location and requested loan amount
  • Seller-stated and document-supported SDE

Analysis Performed

  • Calculate debt service and indicative DSCR
  • Build a reproducible historical SBA cohort
  • Show lender activity and concentration with small-cohort suppression

Evidence Used

  • Versioned SBA FOIA records
  • Buyer-entered financing assumptions
  • Document-supported earnings when available

Decision Outputs

  • Financing comparison
  • Scenario table
  • Lender activity observations
  • Financing risks and contingency questions

Coverage Limitations

  • Historical comparables do not predict approval or valuation.
  • Lender activity is not current appetite or an endorsement.
  • Every scenario is illustrative, not a lending decision.

Decision-support boundary: Findings are point-in-time acquisition intelligence, not an appraisal, audit, quality-of-earnings opinion, legal conclusion, lending decision or guaranteed clearance.

Related Buyer Intelligence

Appropriate report

Acquisition Financing Intelligence

Start with the report whose evidence depth matches this decision. Coverage labels and unresolved items remain visible.

Review Acquisition Financing Intelligence