Get specialized assistance with the SBA loan process from application to approval, along with a custom plan based on your business, which is our SBA funding specialists' area of expertise. We were established in Atlanta, GA, and serve clients throughout the USA.
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Our funding specialists will assist by reviewing every necessary component of your application to ensure the highest chance for approval.
We will analyze your business's financial records and funding needs to see if an SBA loan is the best option.
We will look over your business and personal credit, financing, and supporting documents to figure out possible SBA program options.
With the information you provided in the assessment, we will match you with the best strategy to either develop your documents to be complete or apply.
The team puts together your complete SBA application package and connects you with an SBA-approved lender based on your business.
We assist you with getting past the underwriting process to funding, and your Client Success Manager will stay in contact with your business while you're growing.
We have the flexibility to customize your SBA strategy based on your business and funding goals.
We provide active support to our clients along the way and provide feedback on the status of your file, instead of letting it sit in underwriting and never updating you.
We adopt a funding strategy that involves your long-term needs and supports your business to grow and offer personal funding of $50K+ or business funding for $100K+.
Our packages are based on the needs of your business, including SBA funding for microloans or the 7(a) loan for traditional full funding.
A full in-house team of SBA specialists, client success reps, and a founder-led strategy team works your case, not a single overloaded agent.
We help business owners by providing them with the tools and knowledge to empower them to navigate SBA funding with ease, without stress or confusion.
Real results, Integrity, and Education provide the framework for each client interaction.
Heads Up Financials was founded by a financial educator who emphasizes clarity and simplicity, rather than the same tired methods.
We have an SBA funding strategist, client success reps, and application specialists who work on your case every day.
We do business with clear terms in our contracts, and we promise never to make a claim of
Wherever you are in your journey with SBA funding, we have a plan. We have everything from checks for initial SBA funding eligibility to support for a full SBA funding application.
|
Plan |
Starting At |
Best For |
|
SBA Readiness Plan |
$700 (Reg. $1,200) |
First-time SBA eligibility review and file preparation |
|
Momentum SBA Plan |
$1,850 |
Strengthening qualification and preparing a full application |
|
Empire Plan |
$2,560 |
Personal + business credit, LLC setup, funding up to $100K |
|
Full Application Accelerator |
$3,400 |
Complete application prep, documentation, and lender matching for faster approval |
|
Ascend Mentorship |
$5,000 |
1-on-1 mentorship, credit + business strategy, funding up to $150K |
|
Dynasty VIP |
$7,500 |
White-glove service for entrepreneurs scaling wealth |
Multiple Business SBA plans are available for entrepreneurs seeking SBA funding for more than one business.
Determine SBA loan eligibility for your business and learn how to prepare for SBA funding approval with our custom report.
SBA loan assistance programs allow businesses to apply for funding at various developmental stages. The SBA offers some funding opportunities for newer businesses, including microloans. An eligibility assessment helps businesses identify opportunities and prescribes actions to improve the application for better qualification prospects.
The length of the SBA loan process depends on the loan type and the lender. SBA microloans are typically faster to process, and larger loans (SBA 7(a) or 504 loans) can take a couple of months to several weeks due to underwriting and document processing.
No funding company can give an SBA approval guarantee, and you should avoid any that do. What we can give you is an assessment of eligibility, the preparation of your application in its entirety and with accuracy, and assistance throughout the process.
An SBA loan is a government-backed loan and is often characterized by a lower interest rate and longer amortization, but with a lengthy and detailed application and review process. A business line of credit offers quick access to funds and a flexible continuous draw structure with less review. Many businesses utilize both at various stages of their business, and we can help determine what your business needs.