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SBA Blueprint for Entrepreneurs: Build a Bank-Ready Business
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SBA Blueprint for Entrepreneurs

Overview
Curriculum
  • 15 Sections
  • 75 Lessons
  • 8 Quizzes
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Welcome to SBA Mastery Blueprint for Entrepreneurs
8 Lessons
  1. Welcome to SBA Mastery Blueprint for Entrepreneurs
  2. What You Will Gain
  3. How This Course Works
  4. Your Loan Package Folder
  5. Who This Course is For
  6. Expectations for Success
  7. Mindset Shift
  8. Let’s Get Started
Before You Get Started: Build Your Funding Foundation
5 Lessons
  1. Do’s and Don’ts When Applying for an SBA Loan
  2. A Short History of the SBA
  3. What is Considered a “Small Business”?
  4. Credit Confidence: What You Really Need for SBA Funding
  5. Quick Credit Confidence Checklist
Before You Get Started: Business Credit Confidence
7 Lessons
  1. Business Credit Confidence
  2. Business Credit — What Lenders Look For
  3. NAICS Codes — Industry Risk Rating
  4. Business Entity & Legal Good Standing
  5. Quick Self-Check
  6. Activity: My Credit Strength Plan
  7. Activity: Strengthen Your Business Readiness
Before You Get Started:Tax Filings and Verifications
7 Lessons
  1. Tax Filings and Verification: What Lenders Require
  2. Business Tax Returns
  3. IRS Form 4506-C (Tax Transcript Authorization)
  4. If You Owe Back Taxes
  5. Why Tax Consistency Matters
  6. Quick Tax Readiness Checklist
  7. Activity: Organize Your Tax Documentation
Lender Readiness Essentials: What You’ll Need Before Approval
6 Lessons1 Quiz
  1. EIN & Business Bank Account Verification
  2. Beneficial Ownership & Control Verification
  3. Proof of Equity Injection (“Skin in the Game”)
  4. Business Insurance Requirements
  5. Quick Lender Readiness Checklist
  6. Before You Get Started- Lender Readiness Essentials
  7. Activity: Upload Compliance Items
Module #1: What are the SBA Programs and the Differences?
5 Lessons1 Quiz
  1. Module #1: What Are the SBA Programs and the Differences
  2. Lesson 1: What the SBA Really Does for Small Businesses
  3. Lesson 2: Understanding the 7(a) Loan Program
  4. Lesson 3: Understanding the 504 Loan Program
  5. Lesson 4: Understanding SBA Express and Microloan Programs
  6. Module #1 Quiz: What are the SBA programs and the differences
Module #2: Developing Your Loan Proposal Package
5 Lessons1 Quiz
  1. Module #2: Developing Your Loan Proposal Package
  2. Lesson 1: Describing Your Business and Ownership
  3. Lesson 2: Organizing Your Documents
  4. Lesson 3: Writing Your Business Plan Summary
  5. Lesson 4: Creating an Organizational Chart
  6. Module #2 Quiz: Developing Your Loan Proposal Package
Module #3: Describing History, Operations and Marketing
5 Lessons1 Quiz
  1. Module #3: Describing History, Operations, and Marketing
  2. Lesson 1: Telling Your Business Story
  3. Lesson 2: Describing Your Operations
  4. Lesson 3: Explaining Your Marketing Strategy
  5. Lesson 4: Reviewing Strengths and Challenges (SWOT Analysis)
  6. Module #3 Quiz: Describing History, Operations, and Marketing
Module #4: Financial Portions of the Loan Proposal
5 Lessons1 Quiz
  1. Module #4: Financial Portions of the Loan Proposal
  2. Lesson 1: The Three Main Financial Statements
  3. Lesson 2: Understanding Your Balance Sheet and P&L
  4. Lesson 3: Reviewing Your Personal Financial Statement (SBA Form 413)
  5. Lesson 4: Explaining Your Financial Story
  6. Module #4 Quiz: Financial Portions of the Loan Proposal
Module #5: Preparing Required SBA Forms
5 Lessons1 Quiz
  1. Module #5: Preparing Required SBA Forms
  2. Lesson 1: SBA Form 1919 – Borrower Information Form
  3. Lesson 2: SBA Form 413 – Personal Financial Statement
  4. Lesson 3: SBA Form 912 – Statement of Personal History
  5. Lesson 4: Reviewing for Accuracy and Completeness
  6. Module #5 Quiz: Preparing Required SBA Forms
Module #6: Preparing Other SBA Forms
4 Lessons1 Quiz
  1. Module #6: Preparing Other SBA Forms
  2. Lesson 1: Common Optional SBA Forms
  3. Lesson 2: When and Why Additional Forms Are Requested
  4. Lesson 3: Staying Organized with Multiple Forms
  5. Untitled
Module #7: Compiling Your Loan Proposal Package
5 Lessons1 Quiz
  1. Module 7: Compiling Your Loan Proposal Package
  2. Lesson 1: Putting the Pieces Together
  3. Lesson 2: Reviewing for Accuracy and Consistency
  4. Lesson 3: Creating a Loan Summary or Cover Page
  5. Lesson 4: Presenting Your Package Confidently
  6. Module #7 Quiz: Compiling Your Loan Proposal Package
Capstone Activity
6 Lessons
  1. Capstone Activity: Building Your SBA Loan Package Workspace
  2. Step 1: Create Your Google Drive Folder Structure
  3. Step 2: Upload Your Completed Documents
  4. Step 3: Review Using the SBA Mastery Checklist
  5. Step 4: Share or Export Your Package
  6. Completion Reminder
SBA Loan Terminology – Plain Language Guide
1 Lesson
  1. SBA Loan Terminology – Plain Language Guide
Top 20 SBA Loan Questions Entrepreneurs Ask
1 Lesson
  1. Top 20 SBA Loan Questions Entrepreneurs Ask

SBA Blueprint for Entrepreneurs helps business owners prepare complete, compliant SBA loan packages with confidence. This program breaks down eligibility, documentation, financial projections, and lender expectations step-by-step so entrepreneurs can submit stronger applications, reduce delays, and improve approval outcomes.

Entrepreneurs gain access to templates, checklists, projection tools, and lender-aligned workflows used by professional SBA packagers. Whether you're preparing your first SBA loan request or strengthening an existing application, the Blueprint gives you the clarity and structure needed to avoid common mistakes and streamline the path to funding.

For additional training, explore Tax Analysis for Entrepreneurs or learn more About SBA Mastery Academy

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