Programs
Choose the SBA Mastery path that matches your goals. Each program is designed to help you turn SBA lending knowledge into income, independence, and long-term opportunity—without needing a license or a corporate gatekeeper.
Whether you’re ready to build a consulting business, prepare your own company for funding, or sharpen your credit and tax positioning, there is a clear, focused pathway here for you.
SBA Mastery for Brokers
This pathway is built for professionals who are tired of income ceilings, market swings, and waiting on someone else’s approval. You’ll learn how to position yourself as the SBA expert lenders and business owners turn to when they’re serious about funding.
- Shift from chasing deals to being sought out as the trusted SBA expert.
- Turn packaging and deal prep into a premium consulting offer.
- Create a location-flexible business you can run from your laptop.
- Detach your income from interest rates, commissions, and market cycles.
SBA Blueprint for Entrepreneurs
This pathway gives you the lender’s view of your business, so you’re no longer “hoping for approval.” Instead, you’ll know exactly how your numbers, structure, and story need to look before you ever hit submit on an application.
- See your business the way an SBA lender will see it—before they do.
- Clean up gaps that quietly kill approvals and waste your time.
- Walk into lender conversations prepared, clear, and in control.
- Position your business as funding-ready instead of “maybe one day.”
Credit Mastery for Entrepreneurs
This program shifts you out of “fix my score” thinking and into strategic credit architecture. You’ll learn how to build a profile lenders respect and use that positioning to support real business funding—not just prettier numbers on a report.
- Understand how underwriters actually read your credit profile.
- Align your credit moves with future SBA and bank funding goals.
- Trade quick fixes and disputes for long-term financial credibility.
- Lay the foundation to transition from personal to business-based funding.
Tax Return Mastery for Entrepreneurs
Lenders make decisions from your tax returns long before they ever speak to you. This program shows you how to read those numbers like an underwriter, so you can fix the story your returns are telling—before they quietly block your approval.
- Decode what your tax returns are really saying about cash flow and risk.
- Spot red flags that cause lenders to hesitate or decline.
- Align your tax strategy with your funding strategy—not against it.
- Walk into the SBA process with numbers that work for you, not against you.
SBA Toolkits & Resources
When you don’t have time to start from a blank page, these toolkits give you structure. From checklists to scripts, you’ll have assets that match how lenders actually work, so your preparation looks professional—and feels easier.
- Use lender-aligned checklists instead of random internet advice.
- Streamline your prep with ready-made templates and scripts.
- Save hours on every file or application you touch.
- Support your clients or your own business with professional-grade tools.
SBA Mastery Complete Path
For those who are all-in, this option bundles the SBA Mastery pathways so you can build a full SBA skill stack—credit, tax, packaging, and entrepreneurial strategy—without piecing everything together on your own.
- Shortcut months of trial-and-error with a complete, guided path.
- Stack multiple revenue and opportunity streams around SBA lending.
- Position yourself as the “one call” solution for entrepreneurs and partners.
- Move decisively instead of second-guessing your next step.