Equity Business Valuation Services

SBA FINANCING

Business Valuation for SBA Financing

Business valuations prepared to meet SBA lender requirements, in accordance with USPAP. Our appraisers hold credentials with leading professional organizations, so your financing application rests on a standards-compliant, defensible valuation.

  • Prepared in accordance with USPAP
  • Meets SBA lender requirements
  • Remote completion, fast turnaround

What We Deliver

SBA Loan Valuation Services

Our appraisers prepare business valuations designed to meet SBA lender documentation standards, tailored to your loan application and financing stage.

  • Operating Company Valuation

    Full enterprise valuations using income, market, and asset approaches, prepared to SBA lender specifications.

  • Minority & Fractional Interest Valuation

    Valuations of non-controlling stakes and LP interests, addressing illiquidity and control discounts.

  • Real Estate Holding Company Valuation

    Specialized valuations for real-estate entities, including debt-to-equity assessments.

  • Multi-Entity Organization Valuation

    Consolidated valuations across related entities and pass-through structures.

  • Asset-Backed Lending Support

    Equipment, inventory, and real-property valuation to establish loan-to-value and advance rates.

  • USPAP-Compliant Reporting

    Every valuation report follows the Uniform Standards of Professional Appraisal Practice.

Our Process

How We Deliver Your SBA Loan Valuation

  1. 01

    Initial Consultation & Scope Definition

    We gather details about your business, financing need, and SBA lender requirements.

  2. 02

    Financial & Operational Analysis

    Our team reviews your financial statements, tax returns, cash flow, and operational performance.

  3. 03

    Market & Comparable Analysis

    We evaluate comparable transactions and market data relevant to the Oklahoma market.

  4. 04

    Valuation & Report Preparation

    We prepare a comprehensive, USPAP-compliant report.

  5. 05

    Delivery & Lender Support

    Your report is delivered in the format your SBA lender requires.

STANDARDS-COMPLIANT VALUATION

Credentialed Expertise in Business Valuation

Every SBA loan valuation is prepared by appraisers holding credentials with leading professional organizations and in accordance with USPAP.

American Society of Appraisers

ASA (Business Valuation)

American Institute of Certified Public Accountants

AICPA ABV (Accredited in Business Valuation)

CFA Institute

CFA (Chartered Financial Analyst)

Uniform Standards of Professional Appraisal Practice

USPAP Compliance (The Appraisal Foundation)

Request Your SBA Valuation
USPAPAll reports prepared in accordance with the universal standard
SBA-ReadyValuations meet SBA lender documentation requirements

FAQ

Frequently Asked Questions

What is a business valuation, and why does the SBA require one?

A business valuation is a professional assessment of your company's economic worth. The SBA typically requires an independent, USPAP-compliant valuation to verify that loan proceeds align with legitimate business purpose.

Will my SBA lender accept a valuation from Oklahoma Business Valuation?

Our valuations are prepared in accordance with USPAP and follow SBA lender requirements. Final acceptance is determined by your lender.

How long does an SBA business valuation take?

Most SBA valuations are completed within 2 to 3 weeks.

What financial documents do I need to provide?

Typically we request 2 to 3 years of tax returns, financial statements, profit-and-loss reports, and balance sheets.

Is the valuation performed on-site, or do you need to visit my business?

Business valuations are conducted remotely using the financial and operational data you provide.

What credentials do your appraisers hold?

Our appraisers hold credentials with leading organizations such as the ASA, AICPA (ABV), and CFA Institute.

Ready to move forward?

Get your USPAP-compliant business valuation started today.