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.
Model study · Car Wash
Express Tunnel Car Wash in Douglas County, Colorado: An SBA 7(a) Model Study
Model study of a new 130-ft express tunnel car wash in Douglas County, CO under SBA 7(a): demand, membership ramp, DSCR, equity and stress tests.
Model study · Restaurant
Acquiring Four Franchised Quick-Service Restaurants in Wake County, North Carolina with SBA 7(a): A Lender-Grade Model Study
Model study of an SBA 7(a) purchase of four franchised quick-service restaurants in Wake County, NC: unit P&L, four-wall EBITDA, DSCR, global cash flow.
Model study · Hotel
Model Study: Acquiring and Repositioning a 72-Room Boutique Hotel in Portland, Oregon, with SBA 7(a)
Model study of a 72-room boutique hotel purchase and renovation in Multnomah County, OR under SBA 7(a): lodging data, the $5M cap, DSCR and stress tests.
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.
Model study · RV Park
65-Site RV Park Acquisition and Expansion in Horry County, South Carolina: An SBA 7(a) Model Study
Model study of a 65-site RV park acquisition and expansion in Horry County, SC under SBA 7(a): demand, DSCR, stress tests and SOP 50 10 8.1 rules.
Model study · Healthcare
Acquiring a General Dental Practice in King County, Washington: An SBA 7(a) Model Study
Model study of an SBA 7(a) dental practice purchase in King County, WA: normalized earnings, patient attrition, DSCR, seller standby note and stress tests.
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.
Model study · Funeral Services
Acquiring an Independent Funeral Home with Its Building in DuPage County, Illinois: An SBA 7(a) Model Study
Model study of an independent funeral home purchase with real estate and pre-need contracts in DuPage County, IL under SBA 7(a): calls, DSCR, risks.
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.