SBA loans are a paperwork problem before they're a money problem. I handle the paperwork.

Independent guidance through SBA 7(a), 504, and microloan programs — packaging your application the way underwriters actually want to see it.

SBA 7(a) Packaging

Full application prep for the most common SBA loan program, covering working capital, equipment, and acquisitions.

SBA 504 Guidance

Structuring financing for real estate and major fixed-asset purchases through the 504 program.

Lender Matching

Connecting your business with SBA-approved lenders whose portfolio actually fits your industry.

Post-Approval Support

Help navigating draw schedules, covenants, and reporting requirements after closing.

How an engagement typically goes

Free eligibility call

30 minutes to review your business financials and loan goals.

Application packaging

I prepare your full application package to lender standards.

Lender introductions

Your package goes to lenders most likely to approve your specific situation.

Closing support

I stay involved through underwriting questions until funds are disbursed.

"Marcus caught two issues in our financials that would have gotten us declined. We closed in five weeks instead of the four months we were quoted elsewhere."

— Owner, regional HVAC contractor