SBA Business Valuations

Unlock the Capital to Fuel Your Success

At Investment Consulting - USA, we specialize in accurate, SBA-compliant business valuations tailored to small business owners, buyers, lenders, and investors. Whether you're applying for an SBA loan, planning a sale or acquisition, or simply assessing your company's market position, our certified valuation experts deliver precise, actionable insights you can trust.

Why SBA Business Valuations Matter

Securing an SBA loan or executing a sound investment strategy begins with a realistic understanding of your business’s worth. The United States Small Business Administration requires certified, independent valuations to ensure fairness, accuracy, and compliance in lending decisions.

We provide valuations that meet SBA SOP 50 10 guidelines, helping to streamline approval processes and reduce risk for all parties involved.

Common Documents Requested for an

SBA Business Valuation

To ensure accuracy and compliance with SBA standards, we typically request the following documents:

Last 3-5 Years of Federal Tax Returns (Business & Owner)
Year-to-Date Financial Statements (Profit & Loss, Balance Sheet)
Current Business Debt Schedule
Business Plan or Executive Summary (if available)
Interim Financials (if recent year-end is outdated)
Detailed List of Assets & Equipment
Owner’s Compensation Breakdown
Copy of Any Franchise or Licensing Agreements
Recent Appraisals (if available)
Organizational Chart or Ownership Structure
Details of Any Pending Litigation or Contingencies

We’ll guide you through every step and provide a checklist tailored to your specific business and valuation purpose.

Get Started Today

Whether you're navigating an SBA loan or planning your next big move, a professional business valuation is the foundation for smart decisions. Contact us now to request a free consultation or speak with a certified valuation specialist.

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