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Self Prepared Full 8(a) Application Review

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

Our Full 8(a) Application Review service will ensure that your self-prepared 8(a) Application is prepared properly and will save you the agonizing delays and potential for denial.  With thousands of successful 8(a) Applications reviewed, our Full 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 review it to ensure it has been properly prepared. We work one-on-one with you to review  your 8(a) Application paperwork.

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 prepare your 8(a) Application.

We review your entire 8(a) Application. This includes thoroughly reviewing every item that will be required for your unique 8(a) Application. We will alert you of any missing items, identify any potential eligibility issues along with definitive solutions to get around them, if possible, and work one-on-one with you to finalize the 8(a) Application to be submitted to the SBA.

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What to expect when you sign up for this service?
Upon engaging us for the Full 8(a) Application Review service, we will request access to your certify.sba.gov account(s). See Checklist for information on how to prepare your electronic documents for submission.

Next, we will thoroughly review every section of your certify.sba.gov profile including Business Ownership, Individual Contributors, Character, Potential for Success and Control.

This includes detailed reviews of all of the supporting/relevant documents (Articles of Incorporation, Bylaws, Meeting Minutes, Stock Certificates/Ledger, Certificate of Good Standing, Signature Cards, Business Tax Returns, Financial Statements, Loan Documents, Business and Special Licenses, List of contracts for the last 12 months, Loan Agreements, Leases, Resumes, Personal Tax Returns, Disadvantaged Individuals Personal Financial Condition - Personal Financial Statement), etc. that must be uploaded to certify.sba.gov depending on how your questions are answered.

Once this initial review has been completed we will provide you 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 uploaded 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 request that these items be forwarded to us for review so further analysis can be made on whether there are any issues that need to be addressed to prevent possible questions by the SBA.
Should any changes to your documents be required, we will identify the required changes you will need to make.

At the conclusion of the service your 8(a) Application will be ready to be submitted to the SBA including instructions on what to expect next will be detailed.

Even after you submit your 8(a) Application, we will provide ongoing support to any SBA request.

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 their spouse.
  • 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. 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 detailed listing of current and past federal and non-federal contracts and invoices for the last 12 months
  • 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 (most recent)
  • Business bank signature cards
  • Copies of all business and special licenses
  • Copies of any business loan agreements
  • 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.
  • A Personal Financial Statement
What happens if you don't have some of the required items?

We will provide you approved worksheets, samples, and templates that assist in collecting and developing some of the information requested. 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 initial 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.

Total review time depends on how complete your 8(a) Application is and how many times we need to perform additional reviews.

A typical 8(a) Certification Application is several hundred pages in length and can be more than 4 inches thick when submitted to the SBA. It takes time to properly compile, complete and review all of your documentation.

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 Full 8(a) Application Review?

Our 8(a) Application Review Service fee is: $1,900.00.

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

$1,900 - Fixed Price Fee