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In-depth series on deals, FP&A, modeling and finance. Each series takes one topic through the figures, the process and the checklist behind it.

Series · SBA lending and QoE

The SBA QoE Playbook

From 1 October 2026, larger SBA acquisition loans need a lender-obtained QoE. The new dates, the $3M line, who obtains the report, and how add-backs are tested.

Read the series
Business purchase price
$3M
No mandatory QoE
Lender-obtained QoE
$0$1M$2M$3M$4M$5M

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