We have extensive experience in developing and reviewing commercial loan applications prior to
presentation to lending sources. We are an SBA "preferred" loan packager, and are
knowledgeable of many of the SBA Guaranteed loan application requirements. We provide the
assistance necessary to ensure compliance with the many loan requirements established for standard
commercial loans and SBA Guaranteed loans.
The loan review process includes providing the business client with pertinent information to ensure
that the loan application meets the requirements and standards established by the lending sources.
Although we assist with the development of financial data, we highly recommend that the client
engage the services of a qualified CPA or accounting firm to provide financial counsel and ensure
compliance with federal and state regulations. We also recommend that the client engage the
services of qualified legal counsel. If requested, we will assist in the selection of these types of
We highly recommend that the business client make use of the SBA and commercial loan application
information available at the many US Small Business Administration Business Information Centers (BIC),
as well as much of the information which is available at the SBA's home page:
To request additional information, click on: Information Request Form.