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.
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
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
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.
a Service Agreement
What to expect when you sign up for
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
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
- 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
- A current certificate of good standing (required for
Corporations and LLC's only)
- Stock certificates/Stock ledger (Corp), Membership
- Articles of Incorporation/Organization/Partnership
- 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 worksheet will be
provided to assist with this item)
- A copy of the lease agreement for business. If you operate
out of your home, we will prepare a letter of explanation to
- 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?
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.
a Service Agreement
Do you have any references I can
You can view our list of
client testimonials and call any of our clients.