• 5322 Primrose Lake Circle, Suite B, Tampa, FL 33647
  • (813) 333.5800
  • info@cloveer.com

One-Time Express 8(a) Application Review

Have you attempted to prepare your 8(a) Application on your own but are unsure whether or not it contains all of the required information and meets all of the SBA 8(a) Program requirements.

Our Express 8(a) Application Review service will ensure that your self-prepared 8(a) Application contains all of the required information and will save you the agonizing delays and potential for denial. With thousands of successful 8(a) Applications reviewed, our Express 8(a) Application Review Service is what you are looking for.

8(a) Application Review Service Faqs

What is the service and who should consider it?

This service is designed for the small business owner who has attempted to prepare their own 8(a) Application and needs an expert to perform a one-time review of it. We review your 8(a) Application paperwork in its current state of completion.

We are experienced at solving complex 8(a) application show stoppers. Whether you are a 100% minority owned firm with multiple years in business or a firm that has multiple owners or non-minority owners with a track record of less than two years in business, we have the knowledge and expertise to prepared your 8(a) Application.

We review your 8(a) Application in its current state of completion. This includes thoroughly reviewing every item provided. We will alert you of any missing items and identify any potential eligibility issues found, along with definitive solutions to get around them, if possible.

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What to expect when you sign up for this service?
Upon engaging us for the Express 8(a) Application Review service, we will request that you to send us a copy of your self-prepared 8(a) Application paperwork in the electronic format requested by the SBA. See https://certify.sba.gov/8a-docs for information on how to prepare your electronic documents for submission.

We will thoroughly review every item and document within your 8(a) Application paperwork provided in great detail.

At the conclusion of our express review we provide you with a detailed progress report. This progress report will identify the following:

  • If you have any 8(a) program eligibility issues and provide you a definitive solution to overcome them, if possible.
  • A list of all items you provided along with whether there are any areas within each item that needs to be addressed to prevent possible questions or issues that will be brought up by the SBA.
  • A list of all items that are missing which are required by the SBA within your unique 8(a) Application.
We review the entire 8(a) Application one-time, including the online and supporting document portions, including all required SBA forms and attachments. We also review the required 2 year waiver, if needed and the narrative statement of social disadvantage, if required.

At the conclusion of the service you will receive the progress report detailing the changes you must make to your 8(a) Application.

What type of Information will need to be collected and provided to the SBA?

Keep in mind that each 8(a) Application is unique and document requirements vary for each 8(a) Application. Below is a typical list of items that will need to be included within your application:

  • 1040 Federal ONLY tax returns (last three filing years) including all schedules, attachments, W-2s, 1099's and proof of payment for any tax owed for each 8(a) Applicant and anyone else who owns more than 10% interest in the business or who is considered a key officer, employee or director.
  • Business Federal tax returns including all schedules and attachments for the last three filing years, or as many as you have been in business, if less than 3 years.
  • Balance Sheet, Income Statement, A/P and A/R aging statements no older than 30 days old and also for the last three years. Please note, your financial statements must be prepared either on an income tax basis or be GAAP compliant.
  • A resume for each 8(a) Applicant and any other key officer, employee, director or 10% or more owner.
  • A Detail listing of and copies of current and past federal and non-federal contracts and invoices for the last two completed fiscal years
  • At least 2-3 letters of reference from current and/or past clients
  • A current certificate of good standing (required for Corporations and LLC's only)
  • Stock certificates/Stock ledger (Corp), Membership Certificates/ledger(LLC).
  • Articles of Incorporation/Organization/Partnership filing/DBA Filing
  • Bylaws, Operating Agreement or Partnership Agreement
  • Stockholder/Board or Member Meeting minutes (organization and last two years)
  • Organization chart
  • Business bank signature cards
  • Copies of all business and special licenses
  • Copies of any business loan agreements
  • A brief history of the business
  • A copy of the lease agreement for business. If you operate out of your home, we will prepare a letter of explanation to the SBA.
  • Copy of your current business insurance declaration
  • Copies of personal financial statement supporting statements (banks statements, IRAs, Mortgage, Deeds, Home Owners Insurance, Credit Cards, etc.)
What happens if you don't have some of the required items?

You can purchase our templates and samples that will assist in some of the items or have us assist you via hourly consulting based upon your unique business circumstances. If you do not have a balance sheet or income statement for your business, we can assist in the creation of these for you too, for an additional fee.

How long does it typically take to review the 8(a) Application?

It typically takes a minimum of 2 business days to perform the express review of your 8(a) Application documentation, although this time frame can be shorter or longer depending on the degree of complexity of your 8(a) Application.

How long does it typically take to get 8(a) Certified once the 8(a) Application is submitted?

Once you submit your 8(a) Application to the SBA for review, you will typically receive an email within 2 business weeks that identifies your SBA reviewer. Your SBA reviewer, may at this time, request additional information to answer any questions they may have. We can provide ongoing support to any SBA request for additional information at a mutually agreed upon additional fee. Once the SBA has determined that your 8(a) Application is deemed complete, it will take approximately 90 days to be notified of a decision by the SBA.

What is the total cost for the Express 8(a) Application Review?

Our 8(a) Application Review Service fee is: $999.00.

This is payable in one installment.

We accept Visa, MasterCard, American Express, Discover and Checks for payment.

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Do you have any references I can contact?

You can view our list of client testimonials and call any of our clients.

View 8(a) Program Frequently Asked Questions

$999.00 - Fixed Price Fee