Wert-Berater, Inc. — Independent Feasibility Study Consultants
Preparation Checklist

SBA 504 & 7(a) Feasibility Preparation Checklist

SBA-backed loans generally serve for-profit small businesses, and 504 real-estate projects commonly involve owner-occupied property. Use this checklist to prepare the documentation and feasibility support most often requested for an SBA 504 or 7(a) engagement.

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Eligibility context (confirm with your lender)

Business & sponsor documentation

Project & use of proceeds

Feasibility & market support

What we provide

SBA program rules and eligibility are set by the U.S. Small Business Administration and your participating lender. This is a general preparation guide, not SBA policy. This resource is general educational information only. It is not legal, financial, tax, or immigration advice, and it is not a determination of eligibility. Program participation is decided by lenders and the relevant government agencies.
More resources: All resources · Lender-ready · SBA 504/7(a) · USDA B&I/REAP · FAQ

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Wert-Berater, Inc. · 1968 South Coast Hwy, Ste 2382, Laguna Beach, CA 92651 · 111 Town Square Pl Ste 1238 PMB 657834, Jersey City, NJ 07310 · 539 W. Commerce St #8486, Dallas, TX 75208 · 66 W Flagler Street, Suite 900, PMB 12704, Miami, FL 33130 · +1 310-857-2443 ext. 800 · email · Blog Index · Privacy · Terms · Site Map