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SBA Loan Chart

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SBA Loan Chart
Maximum Percent of Use of Maximum Guaranty Who Benefits to

Program Maturity







Quick Reference to SBA Loan Guaranty Programs

Amount Guaranty Proceeds Interest Rates Fees Qualifies Borrowers

7(a) Loans

SBA approves $2 million gross Maximum guaranty Expansion/renovation; Depends on ability Loans less than 7 years: (Fee charged on Must be for profit Long-term financing

of 75% up to new construction, to repay. Generally max. prime +2.25%; 7 yrs. guarantied portion & meet SBA size Improved cash flow

($1.5 million $1.5 million; purchase land or working capital & or more: prime +2.75%; of loan only.) Maturity standards; show Fixed maturity

guaranty) 85% if gross loan buildings; purchase machinery & under $50,000, rates can 1 year or less 0.25% good character, No balloons

is $150,000 or equipment, fixtures, equipment (not to be higher by 2% for loans guaranty fee; over credit, management, No prepayment penalty (under

less. lease-hold improvements; exceed life of of $25,000 or less; and 1 year: $150,000 gross and ability to repay. 15 years)

working capital; refinance equipment) is 5-10 1% for loans between amount or less = 2%; Must be an eligible

debt for compelling years; real estate is $25,000 and $50,000. $150,001 - $700,000 = type of business.

reasons; seasonal line of 25 years. Prepayment penalty 3.0%; over $700,000 =

credit, inventory for loans with maturities of 3.5%. 3.75% on guar.

15 years or more if prepaid portion over $1 million.

during 1st 3 years. Ongoing fee of

www.sba.gov/services/financialassistance/sba.oantopics/7a/index.html 0.494%.

SBAExpress $350,000 50% May be used for revolving See 7(a) Loans $50,000 or less See 7(a) See 7(a) Faster turnaround

Lender approves. lines of credit (up to 7 year prime + 6.5%; $50,000 Streamlined process

U.S. Small Business Administration









Minimal SBA paperwork. maturity) or for a term + Prime + 4.5%. Easy-to-use line of credit

loan (same as 7(a)).

www.sba.gov/services/financialassistance/7alenderprograms



Community Express. $250,000 Same as 7(a) May be used for revolving See 7(a) Same as 7(a) Same as 7(a) HUBZones, Faster turnaround

Lender approves. lines of credit (up to 7 year LMI areas, Streamlined process

Minimal SBA paperwork. maturity) or for a term All loans of $25,000 or less Easy-to-use line of credit

loan (same as 7(a)). Technical assistance provided









www.sba.gov/services/financialassistance/7alenderprograms



Patriot Express $500,000 Same as 7(a) Same as See 7(a) Same as 7(a) See 7(a) See 7(a). In addition, Lower rate maximums than

Lender approves loan. SBAExpress small business must be other SBAExpress programs

Minimal additional SBA owned and controlled by Less paperwork

paperwork. one or more of the following Fast turnaround

groups: veteran, active-duty Expanded eligibility

military, reservist or National Electronic application

Guard member or a spouse

of any of these groups, or a

widowed spouse of a service

member or veteran who

died during service or of a

www.sba.gov/services/financialassistance/7alenderprograms service-connected disability.

CAPLines: Short-term/ $2 million 75% if more Finance seasonal working Up to 5 years Same as 7(a) except the See 7(a) See 7(a) Funds short-term working capital

Revolving Lines of Credit; (small asset than $150,000; capital needs; cost to Standard Asset-Based Existing business Various lines of credit

Seasonal Contract based 85% if total loan perform; construction costs, no fee restriction, but Allows business to obtain contracts

Builders Standard/ limited to is $150,000 or advances against existing fee disclosure to SBA Larger in size for business growth

Small Asset-Based $200,000) less. inventory and receivables, required. Can be used to create current

consolidation of short-term assets

debts. Can be used to finance existing

www.sba.gov/services/financialassistance/SpecialPurposeLoans current assets



Information current as of October 2008 U.S. Small Business Administration

www.sba.gov 409 3rd St., S.W.

1-800-U ASK SBA (1-800-827-5722) Washington, DC 20416

Maximum Percent of Use of Maximum Guaranty Who Benefits to

Program Maturity







Quick Reference to SBA Loan Guaranty Programs

Amount Guaranty Proceeds Interest Rates Fees Qualifies Borrowers

7(a) Loans (continued)

International Trade $2 million 75% if more than IT loan must be used only Up to 25 years. See 7(a) See 7(a) Small businesses (see 7(a) Long-term financing for land and

(Separate $150,000 for the acquisition of long- for qualifications)engaged/ building where assets are used

working-capital term, fixed assets. A preparing to engage in to produce products for export.

loan plus IT 85% if total loan is separate working-capital international trade/adversely

loan together $150,000 or less loan may be used for affected by competition from

may have working capital needs imports.

$1.75 million associated with international

combined trade.

guaranty.)



www.sba.gov/services/financialassistance/SpecialPurposeLoans



Export Working Capital $2 million 90% up to Short-term, working-capital Matched single No cap See 7(a) Small businesses 7(a) for Short-term working capital for

Program (may be $1.5 million loans for exporters transaction cycle or other qualifications, those export needs

1-page application, fast combined with maximum guaranty generally 1 year for who need short-term Inexpensive minimum guaranty

U.S. Small Business Administration









turnaround, may apply for International line of credit. working capital. fee 1/4 of 1%

prequalification letter. Trade loan) Revolving or transaction based

Allows specific financing for

exporting without disrupting

domestic financing and

www.sba.gov/services/financialassistance/SpecialPurposeLoans business plan







Non-7(a) Loans

Microloans $35,000 Not applicable Purchase machinery & Shortest term Negotiable with No guaranty fee Same as 7(a) except non- Direct loans from nonprofit

Loans through nonprofit (total loan equipment, fixtures, possible, not to intermediary. profit day care intermediary lenders

lending organizations; amount to leasehold improvements; exceed 6 years Subject to either 7.75 or Fixed-rate financing

technical assistance also small business finance increased 8.5% above intermediary Very small loan amounts

provided. borrower) receivables; working capital. cost of funds. Technical assistance available

Cannot be used to repay

existing debt.

www.sba.gov/services/financialassistance/sbaloantopics

504 Loans 504 loan maxi- Project costs Long-term, fixed-asset loans; 504 Loan: 10- or Fixed rate on 504 Loan Ongoing guaranty fee For profit businesses that Fees under 3%

Provided through mum amount financed by: Lender (non-guarantied) 20-year term. established when debenture on 504 loan (FY 2009) do not exceed $7.5 million Long-term fixed rate

Certified Development ranges from 504 Loan up to 40% financing secured by first Lender (unguaran- backing loan is sold. is 0.0% of principal in tangible net worth and Low down payment

Companies (CDCs) $1.5 million to Lender: 50% lien on project assets. tied) financing may Declining prepayment O/S. Ongoing fee % do not have average net Full amortization: no balloons

which are licensed by $4.0 million Equity 10-20%. 504 loan provided from SBA have a shorter term. penalty for 1/2 of term. does not change during income over $2.5 million

SBA. depending on 100% guarantied debenture term. for past 2 years.

type of business. sold to investors at fixed rate

secured by 2nd lien.



www.sba.gov/services/financialassistance/sbaloantopics









U.S. Small Business Administration

409 3rd St., S.W.

Washington, DC 20416

U.S. Small Business Administration

1-800-U ASK SBA (1-800-827-5722) Information current as of October 2008

www.sba.gov SBA programs and services are provided on a nondiscriminatory basis.


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