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Wert-Berater, Inc.
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Financing Programs · USDA Business & Industry

USDA B&I Guaranteed Loans

The Business & Industry programme is USDA’s general-purpose guarantee for rural commercial and industrial projects. A commercial lender makes the loan and applies for the guarantee; the borrower never applies to USDA directly. Since 2020 the programme has been processed under the OneRD rule at 7 CFR part 5001, which is where the eligibility, equity and feasibility requirements below come from.

Quick answer

What it is: a loan made by a commercial lender and guaranteed in part by USDA Rural Development under 7 CFR part 5001.

Who applies: the lender. The borrower works with the lender.

Where it has to be: a rural area as defined in 7 CFR 5001.3, with priority points for projects in an unincorporated area or a city of fewer than 25,000 people.

Capital test: existing businesses generally need 10 percent balance sheet equity; new businesses 20 percent, or 25 percent where the guarantee is requested before construction is complete (7 CFR 5001.105(d)).

Feasibility: required from an independent qualified consultant for guaranteed loans over $1,000,000 to a new business (7 CFR 5001.306(a)(3)(i)).

Scope of practice. Wert-Berater, Inc. does not arrange, broker or place debt or equity capital, and is not a lender, a Certified Development Company or a loan packager. The firm prepares the independent feasibility, market, valuation and financial analysis that lenders and agencies require, and is paid a fixed fee for that analysis whether or not the financing closes.

Capital and equity requirements

7 CFR 5001.105(d) sets a capital or equity test that must be met at loan closing. A borrower satisfies it in one of several ways — balance sheet equity, investment into the project, or owner-contributed capital measured against fixed assets — and the threshold depends on what kind of borrower it is.

Capital and equity, 7 CFR 5001.105(d)
BorrowerBalance sheet equityOr investment as a share of eligible project cost
Existing businessAt least 10 percent, or a maximum debt-to-equity ratio of 9 to 1At least 10 percent
New business with adequate sales contractsAt least 10 percent, or 9 to 1At least 10 percent
New business, guarantee requested before construction is completeAt least 25 percent, or 3 to 1At least 25 percent
All other new businessesAt least 20 percent, or 4 to 1At least 25 percent

Subordinated debt counts toward equity when it is subject to a standstill agreement for the life of the loan, and grants count toward the project-investment measure. The Agency may raise the requirement for a higher-risk loan, and may reduce it for an existing business where guarantees are obtained under 7 CFR 5001.204 and the pro forma statements support it.

When a feasibility study is required

The trigger is in the application rule, not the eligibility rule. Under 7 CFR 5001.306:

  • For guaranteed loans greater than $1,000,000 to a new business, a feasibility study prepared by an independent qualified consultant acceptable to the Agency is required, and the Agency determines its scope.
  • For loans of $1,000,000 or less, to new or existing businesses, the Agency may require a feasibility study where the lender’s analysis or other borrower information is not enough to determine technical feasibility or economic viability.
  • A technical report is required for renewable energy systems and projects using other integrated processing equipment and systems.
  • Applications over $600,000 carry additional submissions, including a pro forma balance sheet projected to closing; loans of $600,000 or less can be processed under the lighter route in paragraph (b).
  • Where the loan exceeds $1,000,000 and would increase direct employment by more than 50 employees, USDA must obtain concurrence from the U.S. Department of Labor.

“Independent qualified consultant” is the operative phrase. A study written by the borrower, by an affiliate, or by the lender does not meet it, and neither does a market summary that restates the sponsor’s projections. What the study has to contain is set out in our B&I feasibility study guide.

Cooperatives and larger loans

7 CFR 5001.105 carries specific provisions for cooperatives. Guaranteed loans to eligible cooperatives may be made in principal amounts up to $40 million where the project is in a rural area and the facility provides for value-added processing of agricultural commodities, subject to a cap on how much of the fiscal year’s funds may go to loans above $25 million. Loans to eligible cooperatives may also be made in non-rural areas where the primary purpose is a value-added processing facility serving producers within 80 miles, the primary benefit is employment for rural residents, the loan does not exceed $25 million, and the total guaranteed under that paragraph stays within 10 percent of the funds available for the year.

Projects at that scale are the ones where the independent analysis carries the most weight: the agency is being asked to stand behind a facility whose throughput, supply agreements and offtake pricing determine whether the debt is serviceable.

What the analysis has to establish

Market

Demand for the output or service in the defined trade area, competitors and their capacity, the pricing the projections assume, and the evidence behind the capture rate.

Technical

That the site, the process and the equipment can produce what the projections assume, at the cost and throughput assumed, on the schedule assumed.

Financial

Projections tied to the market and technical findings, with debt service coverage tested against downside cases rather than a single base case.

Management

Whether the people running the business have done this before, and what the plan is where they have not.

Last reviewed September 2026. Figures are quoted from the current text of 7 CFR part 5001.

Frequently asked questions

What is the maximum B&I guaranteed loan?
The rule sets specific ceilings for cooperative borrowers — up to $40 million for a rural value-added processing facility, and up to $25 million for qualifying non-rural cooperative projects, each subject to annual funding caps. Loan sizes outside those provisions are governed by the programme's annual funding and the Agency's underwriting.
How much equity does a B&I borrower need?
Generally 10 percent for an existing business, 20 percent balance sheet equity for a new business, and 25 percent where the lender requests the guarantee before construction is complete. The tests, and the alternatives to balance sheet equity, are at 7 CFR 5001.105(d).
Is a feasibility study always required?
No. It is mandatory for guaranteed loans over $1,000,000 to a new business. Below that threshold the Agency may still require one where the lender's analysis does not settle technical feasibility or economic viability.
Who can prepare the study?
An independent qualified consultant acceptable to the Agency. Independence excludes the borrower, its affiliates and the lender.
Have a B&I file that needs an independent study?

Fixed fee quoted in one business day; delivery in 10–15 business days. Independent analysis only — Wert-Berater does not arrange, broker or place capital.

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Legal disclosure. Wert-Berater, Inc. offices are mailing addresses only. Following the COVID-19 pandemic the firm has elected to work remotely; its office locations receive mail and are not staffed for visitors or in-person meetings. Headquarters mailing address: 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651.

Wert-Berater, Inc. is an independent provider of feasibility studies and other related services. The firm does not provide financing or equity investment advice, and does not arrange, broker, or place debt or equity capital of any kind.

All appraisal assignments are performed by Bruce E. Jones, MAI, ASA-GC, BCA, CMEA, a member of the Appraisal Institute since 2006, a staff member of Wert-Berater, Inc. and owner of Special Purpose Realty Valuation.

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