EXEQadvisor
SBA Acquisition Diligence
Free for SBA lenders

Know exactly what to do with each of your acquisition files.

A free field kit for the new SOP 50 10 8.1 rules. Six tools your team can use on live deals this week.

SOP 50 10 8.1 is effective October 1. This kit gets your team ready to apply it, file by file.
See the six tools inside ↓

Where should we send it?

Free · Straight to your inbox · No sales call

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Straight to your inbox. No sales call required.

What is inside

Six tools, one download

Everything you need to sort your pipeline and keep deals moving.

1

Decision tree

Tells you in a minute whether a deal needs a Quality of Earnings report.

2

Purchase-price worksheet

Proves the $3M threshold, including the real estate subtraction.

3

QoE and Cash Proof scope

What a compliant report has to contain.

4

Engagement checklist

Engage the valuation and QoE the right way.

5

Information request

Hand it to your borrower so they know what to send.

6

Readiness checklist

Catch the gaps before they stall the file.

Prepared by EXEQ, an accredited valuation and diligence firm for SBA acquisition financing.