Work with Chief

    Choose the review your deal needs.

    Clear scope. Clear pricing. Built for SBA acquisition lending.

    SBA Valuation

    Core

    $5K

    1 business day*

    What is the business worth?

    • Normalized financials
    • Private deal multiples
    • Multiple valuation methods
    • Value drivers quantified

    SBA requires an independent valuation unless the price is $350K or less and the parties are unrelated.

    • SBA-ready
    • NACVA-certified valuation expertise
    • Lender-ready PDF
    • Structured data available

    Quality of Earnings

    SBA QoE

    $10K

    Under 2.5 weeks*

    How reliable are the earnings and cash flow?

    • Books, returns and IRS transcripts tied out
    • Every adjustment supported
    • SBA cash proof
    • Revenue quality and concentration

    Required for Initial Acquisitions and Business Expansions priced at $3M or more, not counting owner occupied real estate.

    • Built for SBA acquisition diligence
    • Source-linked analysis
    • Lender-ready PDF
    • Structured data available

    QoE + Detailed FDD

    Go further

    $15K

    Scoped at engagement

    What are the broader deal risks?

    • Working capital peg support
    • Net debt and debt-like items
    • Balance sheet review
    • Deeper revenue and KPI schedules

    For buyers and lenders who want more than the minimum.

    *Turnaround times assume all requested data is provided and Q&A is complete.

    Three things to know

    1. 1

      A clean audit isn't a QoE, and neither is the SBA valuation.

    2. 2

      Ask who does the work, and have them walk you through one add-back.

    3. 3

      Judge the price by the risk it removes, not by another firm's quote.

    For lending teams

    Have recurring acquisition volume?

    Chief can support individual files or become a repeatable valuation and Quality of Earnings workflow for the lending team.

    No integration required to start.

    • 01

      Standardized ordering

    • 02

      Lender-specific requirements

    • 03

      Recurring file volume

    • 04

      PDF delivery

    • 05

      Structured data delivery

    • 06

      API access

    • 07

      Existing-loan activation

    • 08

      Underwriting baseline

    Delivery

    The PDF is the deliverable. The data is the asset.

    Every Chief engagement can produce the lender-ready report the credit file needs while preserving the underlying analysis in structured form.

    One analysis

    PDF

    • Lender-ready report
    • Supporting schedules
    • Source-linked conclusions

    Structured data / API

    • Normalized financials
    • QoE adjustments
    • Valuation conclusions
    • Transaction facts
    • Source references
    • Underwriting baseline

    API delivery is an added option, not a requirement for using Chief.

    No integration required to start.

    Order

    Start a file.

    Tell us about the transaction. We'll follow up with secure file instructions.

    Requested review *

    Please don't attach borrower documents here. We'll follow up with secure file instructions.

    *Turnaround times assume all requested data is provided and Q&A is complete.

    Start a File