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  • Stock Certificate/Stock Ledger/Stock Purchase Agreement/Membership Interest Purchase Agreement
  • WHAT'S INCLUDED IN THIS DOWNLOAD:
  • Stock Certificates and Stock Ledger
  • The SBA requires all Corporations to provide the fronts and backs of all issued Stock Certificates along with a stock ledger that ties out to each stock certificate ever issued, cancelled or voided.
  • This template includes a fully editable Stock Certificate (front and back) along with a stock ledger.
  • Stock Purchase Agreements - Corporations
  • You must have a Stock Purchase Agreement for any shares issued or transferred after initial corporation formation.
  • This template contains all the language needed to produce a Stock Purchase Agreement.
  • Membership Interest Purchase Agreements - LLCs
  • You must have a Membership Interest Purchase Agreement for any LLC Membership issued or transferred after initial LLC formation.
  • This template contains all the language needed to produce a Membership Interest Purchase Agreement.

 



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  • Bylaws/Operating Agreement/Partnership Agreement/Meeting Minutes
  • WHAT'S INCLUDED IN THIS DOWNLOAD:
  • Bylaws - Corporation
  • You must have a copy of your corporation's original Bylaws and any amended versions. What you may not know is that your corporate bylaws must contain specific language that gives the applicant for 8(a) Certification unconditional ownership and control. Without this special language your Bylaws may not be accepted by the SBA.
  • This sample contains all the language needed for you to produce an 8(a) compliant set of Bylaws.
  • Operating Agreement - LLCs
  • You must provide a copy of your LLC's original Operating Agreement and any amended versions. What you may not know is that your Operating Agreement must contain specific language that gives the applicant for 8(a) Certification unconditional ownership and control. Without this special language your Operating Agreement may not be accepted by the SBA.
  • This template contains all the language needed for you to produce an 8(a) compliant Operating Agreement.
  • Partnership Agreement - General Partnerships
  • You must provide a copy of your Partnership's original Agreement and any amended versions. What you may not know is that your Partnership Agreement must contain specific language that gives the applicant for 8(a) Certification unconditional ownership and control. Without this special language your Partnership Agreement may not be accepted by the SBA.
  • This template contains all the language needed for you to produce an 8(a) compliant Partnership Agreement.
  • Meeting Minutes - Corporations
  • You must provide a copy of your original Meeting Minutes and the last two years of your Shareholder and Board of Director Meeting Minutes.
  • This template will show you how to prepare acceptable Shareholder and Board of Director Meeting Minutes properly electing all directors and officers. The template also contains the proper language to approve the amendment to your bylaws and make application for the SBA 8(a) program.
  • Meeting Minutes - LLCs
  • You must provide a copy of your original and the last two years of your Member Meeting Minutes.
  • This template will show you how to prepare acceptable Member Meeting Minutes properly electing all managing members and officers. The template also contains the proper language to approve the amendment to your operating agreement and make application for the SBA 8(a) program.

 

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Want access to over two dozen more approved samples, templates and detailed step-by-step videos that help you complete your 8a Application. See our 8a Accelerator software.

 

  • Community Property Transmutation Agreement
  • WHAT'S INCLUDED IN THIS DOWNLOAD:
  • If you are married and live in a community property state such as: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington or Wisconsin the applicant must property transmute at least 51% of his/her ownership interest in their applicant firm to their sole and separate property.
  • This template will enable you to properly transmute the ownership interest of the applicant firm to his/her sole and separate property.

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Want access to over two dozen more approved samples, templates and detailed step-by-step videos that help you complete your 8a Application. See our 8a Accelerator software.

 

  • History of Business
  • WHAT'S INCLUDED IN THIS DOWNLOAD:
  • You must provide a brief history of your business when applying for 8(a) Certification.
  • This template will assist in what you need to provide to fulfill all requirements for an acceptable History of the Business.

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Want access to over two dozen more approved samples, templates and detailed step-by-step videos that help you complete your 8a Application. See our 8a Accelerator software.

 

  • Narrative Statement of Economic Disadvantage/Narrative Statement of Social Disadvantage
  • WHAT'S INCLUDED IN THIS DOWNLOAD:
  • Narrative Statement of Economic Disadvantage
  • All applicants for 8(a) Certification MUST prepare and submit a Narrative Statement of Economic Disadvantage that properly describes, in detail, their personal experiences stemming from actual or perceived prejudice or bias they have experienced.
  • Samples are included for Hispanic, Black American, Native American, Asian American and Subcontinent Asian American. The provided samples show what type of specific details you need to document within your narrative statement of economic disadvantage to prove the required adequate evidence standard by the SBA.
  • Narrative Statement of Social Disadvantage
  • If the applicant for 8(a) Certification is not a member of one of the following SBA's designated groups:
  • Black Americans; Hispanic Americans; Native Americans (American Indians, Eskimos, Aleuts, or Native Hawaiians); Asian Pacific Americans (persons with origins from
    Burma, Thailand, Malaysia, Indonesia, Singapore, Brunei, Japan, China (including Hong Kong), Taiwan, Laos, Cambodia (Kampuchea), Vietnam, Korea, The Philippines, U.S. Trust Territory of the Pacific Islands (Republic of Palau), Republic of the Marshall Islands, Federated States of Micronesia, the Commonwealth of the Northern Mariana Islands, Guam, Samoa, Macao, Fiji, Tonga, Kiribati, Tuvalu, or Nauru); Subcontinent Asian Americans (persons with origins from India, Pakistan, Bangladesh, Sri Lanka, Bhutan, the Maldives Islands or Nepal)
  • You must also prepare and submit a Narrative Statement of Social Disadvantage that properly describes, in detail, your personal experiences stemming from actual or perceived chronic prejudice or bias you have experienced.
  • Samples are included for a Caucasian Female and Service Disabled Veteran. The provided sample shows what type of specific details you need to provide in your own unique Narrative Statement of Social Disadvantage taht you must prepare to prove the required preponderance of evidence standard by the SBA.

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Want access to over two dozen more approved samples, templates and detailed step-by-step videos that help you complete your 8a Application. See our 8a Accelerator software.

 

  • 2 Year Waiver - Required if you have been in business for less than 2 years
  • WHAT'S INCLUDED IN THIS DOWNLOAD:
  • If the applicant firm has been in business for less than 2 years or its income tax returns for each of the two previous tax years do not show operating revenue in its primary industry in which it is seeking 8(a) Certification for then you must submit a Waiver to prove you meet the SBA's potential for success criteria.
  • Our sample Potential for Success Waiver shows you how to properly address each of the 5 areas:
  • Condition 1: The individuals upon whom eligibility is based must have substantial business management experience.
    Condition No. 2: The applicant firm must demonstrate the technical experience to carry out its business plan with a substantial likelihood of success.
    Condition No. 3: The applicant firm must have adequate capital to sustain its operation and carry out its business plan.
    Condition No. 4: The applicant firm must have a record of successful performance on contracts from governmental or non-governmental sources in its primary industry category.
    Condition No. 5: The applicant firm must have the ability to timely obtain the personnel, facilities, equipment, and any other requirements needed to perform such contracts.

$29.95 - Purchase
Instant Download
(MS Word 2003 or later required)
Add to Cart View Cart

Want access to over two dozen more approved samples, templates and detailed step-by-step videos that help you complete your 8a Application. See our 8a Accelerator software.