SBA/Bank Compliant

An exit strategy is a contingency plan that is executed by an investor, venture capitalist or business owner to liquidate a position in a financial asset or dispose of tangible business assets once certain predetermined criteria for either has been met or exceeded.

An exit strategy may be executed for the purpose of exiting a non-performing investment or closing a business that is not generating profits. In this case, the purpose of the exit strategy is to limit losses.

When a small business applies for a loan, the lender will review the loan and decide if it requires additional support in the form of an SBA guaranty. The lender will then contact SBA regarding a guaranty.  SBA programs require a lead lender.

There are four items the business plan needs to clearly address:

  • How much money you need.
  • How your business will use the money.
  • How you will repay the loan.
  • What you will do if your business is unable to repay the loan.

Our business plan and loan proposals include these elements:

  • Executive Summary.
  • Business Profile.
  • Management Experience
  • Marketing and Sales Strategies
  • Loan Request.
  • Loan Repayment.
  • Collateral.
  • Personal Financial Statements.
  • Business Financial Statements.
  • Equity Investment.
  • Financial Projections.
  • Other Items (if applicable)


It’s time to Grow. Your Plan is guaranteed to meet or exceed bank or SBA guidelines