SBA Conclusion of Value
The SBA's SOP requires a very specific type of report. An SBA Conclusion of Value has been reviewed, refined, and tested to the specifications of the SBA's SOP. This provides SBA lenders a unique perspective into the value of a small business.
This customized SBA report meets the specific requirements currently listed by the most up-to-date SBA's SOP.
Recommended uses: SBA 7a/504 Financing, Internal Lender Use


Quality of Projection Report
At some point during the implementation of a business venture, a financial projection or forecast has to be generated to outline a business plan and to paint a mental image of the business's financial expectations and outcomes.
A Quality of Projection Report uses sources to validate these expected outcomes with industry data and market historical trends. This independent report measures the quality of the businesses expectations by comparing market data and trends.
Recommended uses: Lender Underwriting, Annual Forecasting
Industry Pulse Report
The growth of specific industries can differ drastically considering current and forecasted economic, political, and social factors. The Industry Pulse Report identifies these factors, analyzes their impact on industry value, while indicating sector tendencies.
This one page report uses specific local bench-marking to help understand business industry value as compared to other businesses operating within the same industry.
Recommended uses: Initial Discussions, Understanding Industry


USDA Feasibility Study
The success or failure of any business venture can be impacted by many factors. These factors can be identified, analyzed, and assessed using a feasibility study.
In some instances, the United States Department of Agriculture (USDA) requires a feasibility study in certain business ventures allowing the business owner/risk taker to better understand the probability of success or failure considering associated credible risk factors.
Recommended uses: SBA 504, USDA, Capital Intensive Ventures
