Selected Engagements
SBA 7(a) Feasibility Study Engagements
SBA 7(a) reviewers require feasibility documentation demonstrating primary market area absorption capacity, capture-rate defensibility, and a financial projection consistent with SOP 50 10 8 review standards. The engagements below summarize feasibility studies prepared for SBA 7(a) financing requests across multiple asset classes.
Glamping & Outdoor Hospitality
34-Unit Safari Tent Glamping Resort, Blanco County, Texas
Could Hill Country leisure demand sustain a 62% trailing-twelve occupancy assumption across 34 safari tents at the proposed nightly rate.
Express Car Wash
3-Site Express Tunnel Car Wash Portfolio, Hillsborough County, Florida
Could Tampa MSA daily traffic counts and household density support 78,000 annual memberships across three tunnel sites.
Car Wash
Express-Tunnel Car Wash, Douglas County, Colorado
Did Castle Rock corridor traffic counts and registered-vehicle density support 78,000 annual paid washes by year three.
Restaurant
Three-Unit Quick-Service Restaurant Portfolio, Wake County, North Carolina
Did Wake County trade-area demographics and franchisor average-unit-volume benchmarks support the proposed acquisition multiple.
Hotel
72-Room Boutique Hotel Conversion, Multnomah County, Oregon
Did Portland inner-east leisure and corporate demand support a soft-brand boutique conversion at $189 stabilized ADR.
Car Wash
Dual-Tunnel Express Car Wash with Self-Service Bays, Clark County, Nevada
Did Henderson trade-area traffic counts and registered-vehicle density support dual-tunnel throughput at 145,000 annual washes.
Restaurant
Full-Service Concept Restaurant, Orleans Parish, Louisiana
Did French Quarter and Warehouse District daypart traffic support $3.1M projected stabilized revenue at the proposed average ticket.
RV Park
65-Site RV Park and Campground, Horry County, South Carolina
Did Myrtle Beach leisure inflows and seasonal-RV demand support a turnaround thesis at the proposed acquisition basis.
Healthcare
Multi-Operatory Dental Practice Acquisition, King County, Washington
Did Bellevue-area patient panel and trailing collections support the acquisition multiple of 78% of trailing collections.
Healthcare
Full-Service Veterinary Hospital, Bernalillo County, New Mexico
Did Albuquerque trade-area pet ownership and capacity-constrained competitor utilization support a four-DVM hospital.
Brewery
Production Microbrewery with Taproom, Chittenden County, Vermont
Did Burlington-area craft-beer demand and self-distribution capacity support 4,200 barrels annual production.
Funeral Services
Funeral Home and Crematorium Acquisition, DuPage County, Illinois
Did service-area mortality demographics and trailing-call volume support the acquisition multiple at 4.1x EBITDA.
Fitness
Franchise Fitness Center, Bergen County, New Jersey
Did Paramus trade-area population, income, and competitor membership penetration support 4,200 stabilized memberships.
Coworking
Coworking Facility Conversion, Cook County, Illinois
Did West Loop knowledge-worker density and post-pandemic distributed-team behavior support 480 stabilized memberships.
Entertainment
Bowling and Family Entertainment Center, Tulsa County, Oklahoma
Did Broken Arrow trade-area family-household density support a 32-lane bowling and entertainment program.
RV & Boat Storage
108-Stall RV and Boat Storage Facility, Maricopa County, Arizona
Could Phoenix West Valley household growth and registered-vessel counts absorb 108 covered RV and boat stalls at the proposed monthly rate within a 24-month lease-up.
Resort
21-Cabin Micro-Resort, Vilas County, Wisconsin
Could Northwoods leisure demand support a 21-cabin micro-resort at the proposed nightly rate with 58% trailing-twelve occupancy.