
Expert Guidance Through Every Step
Mission Statement
SBAWallet.com: the small business engine designed to empower small businesses by providing knowledge of SBA financing and connecting Wall Street to Main Street.



Streamlined Financing. Personalized Service.
Our dedicated team works to help support borrowers from initial understanding to final approval, ensuring a smooth financing path, connecting resources
Comprehensive Services:
-SBA 504 Loans: Ideal for purchasing real estate or long-term machinery, featuring low down payments and fixed rates.
-SBA 7(a) Loans: Offers flexible solutions for various business needs such as working capital and equipment purchases.
Applying for financial assistance shouldn't be daunting. Ready to provide personalized support and answer any questions.
Contact us today to begin your application or learn more about how we can help meet your business financing needs.
Documentation You Will Need
Below is a general checklist, as applicable, when applying for an SBA 504 or SBA 7(a) loan. You'll typically need to provide most lenders with a wide range of documentation. We have included the most commonly required documents below. Ensure that all documents are accurate and up-to-date to streamline the application process.
General documents required for an existing business looking for SBA loan:
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Business tax returns for the last 3 years
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Personal tax returns for the last 3 years
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Business debt schedule
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Interim financial statement (signed and dated, with a balance sheet and income statement dated within the last 2 months)
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Accounts receivable aging (dated within the last 2 months)
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Accounts payable aging (dated within the last 2 months)
New Business:
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Complete Business Plan
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3 year of financial projections with assumptions
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Purchase agreement
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Contractor's written estimate (if applying for a construction loan)
If includes a Franchise Business:
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Letter of intent from franchisor
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Franchise Disclosure Document (FDD)
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Franchise agreement
Buying an Existing Business:
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Seller's tax returns for the past 3 years
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Interim financial statement (dated within the last 60 days)
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LOI or Signed purchase agreement
Refinancing a Loan:
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Original debt documentation
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Original purchase agreement (including settlement sheet)
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Lienholder information
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12-month payment history