Product Description
This service provides a low-cost method for your 8(a) certification by providing feedback before the firm’s application has a critical error that results in a failed 8(a) application.
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8(a) Certification Kit
This service provides a low-cost method for a firm to be approved for 8(a) certification. With 70% of applications returned for lack of completion, the 8(a) Certification Kit is a necessity. This kit will give your application four advantages.
Data will be appropriately placed in the application and in the proper format for SBA 8(a) certification. The SBA business opportunity specialist reviewing your application will search through a 250–400-page document searching for out of place paperwork.
Reviewing our checklist and tab system will ensure that all information that the SBA requires is included within the application.
Samples of successful social and economic disadvantaged narratives.
Templates for summarizing personal and business financial information.
Business Analyst Review
A team of our analysts including a CPA, MBA, Professional Writer, a former CFO, and other business professionals will review your application’s financial data for completeness, run through our 8(a) certification checklist, as well as review the narratives you are submitting to the SBA. The business analyst will then make comments regarding the narrative for modifications that should be made to improve the firm’s likelihood of 8(a) certification. The business analyst will review financial data of the firm and owner to check for economic disadvantage trouble areas as well as review the self-drafted two-year waiver for meeting SBA requirements of fulfilling the “likelihood of success” threshold. We will add financial and other templates to help your firm through the certification process.
Why Have Your 8(a) Application Reviewed Before Submission?
Many business owners spend weeks or even months preparing their 8(a) application. Unfortunately, even small mistakes can lead to delays, requests for additional information, or unnecessary complications during the SBA review process.
A professional application review provides an opportunity to identify potential concerns before the application reaches the SBA.
Common areas that often require additional attention include:
- Ownership and control documentation
- Financial disclosures
- Social disadvantage narratives
- Economic disadvantage calculations
- Missing supporting documents
- Inconsistent information between forms
A thorough review can help ensure that the application accurately reflects the business and presents information in a clear and organized manner.
What We Review
Our review process focuses on the areas that most frequently create questions during SBA evaluations.
Ownership Structure
Verification that ownership documentation supports SBA requirements.
Control Requirements
Review of management authority and decision-making responsibilities.
Financial Information
Evaluation of personal and business financial disclosures.
Supporting Documentation
Review of required records and attachments.
Application Consistency
Identification of conflicting or incomplete information.
Narrative Statements
Review of social disadvantage narratives and supporting explanations.
Who Benefits Most From an Application Review?
This service is often valuable for:
- Businesses preparing their own application
- Applicants with multiple owners
- Companies applying under a Two-Year Waiver
- Businesses with complex ownership structures
- Owners who want an independent review before submission
- Applicants responding to SBA requests for additional information
Even well-prepared applications can benefit from a second review before submission.
Common Issues Found During Reviews
Over the years, several recurring issues have appeared in applications submitted for review.
Incomplete Documentation
Required supporting records may be missing or outdated.
Ownership Questions
Operating agreements and corporate records do not always align with SBA requirements.
Financial Reporting Errors
Personal and business financial information may be presented inconsistently.
Weak Narrative Responses
Applicants sometimes provide limited explanations where additional detail would strengthen the application.
Missing Signatures or Forms
Simple administrative issues can create unnecessary delays.
Frequently Asked Questions
Answers to common questions about SBA certifications and the application process.