Interactive Acquisition Tools

SBA Business Acquisition Legal Hub

Interactive tools for buying a business with SBA 7(a) financing. Loan modeling, purchase price allocation optimizer, 65+ item due diligence checklist, and attorney-guided closing timeline.

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65+
DD Items
4
Phase Process
$240
Per Hour
Sergei Tokmakov
Sergei Tokmakov, Esq.
California Attorney
CA Bar #279869

Why buyer's counsel matters in SBA acquisitions: The SBA lender's attorney represents the lender. The seller's attorney represents the seller. You need someone whose sole job is protecting your interests — reviewing the APA for buyer-favorable terms, structuring indemnification to protect you post-closing, catching issues with purchase price allocation that cost you tax dollars, and ensuring the SBA Authorization letter conditions are satisfied without last-minute closing delays.

SBA 7(a) Loan Calculator

Model your acquisition financing with real-time amortization and equity injection analysis

Purchase Price Allocation Optimizer

Allocate your purchase price across asset categories to maximize depreciation benefits

12-Week Acquisition Timeline

Standard LOI-to-closing timeline for SBA 7(a) business acquisitions

1
Weeks 1-3 — Phase 1
Due Diligence & LOI Review
Review signed LOI for binding vs. non-binding terms. Build industry-specific DD checklist. Coordinate with CPA on financial diligence. Preliminary title search and zoning verification.
LegalRegulatory
2
Weeks 3-6 — Phase 2
Asset Purchase Agreement
Draft or review/redline the APA. Negotiate seller reps & warranties. Structure indemnification (basket, cap, survival). Draft non-compete, transition services, bill of sale. Build in MAC clause.
Legal
3
Weeks 4-8 — Phase 3
SBA Lender Coordination
Review SBA Authorization letter line by line. Verify equity injection structure (10-20%). Draft standby seller note if applicable. Coordinate entity formation. Provide legal opinions.
LenderLegal
4
Weeks 8-12 — Phase 4
Closing & Post-Closing
Coordinate dual closing (business + real estate). Review closing statements and prorations. Handle license transfers and deed transfer. Post-closing purchase price adjustments and holdback release.
LegalLenderRegulatory

Due Diligence Checklist

Interactive 65+ item checklist covering all diligence categories for business acquisitions

APA Key Provisions

Critical provisions that protect buyers in asset purchase agreements

Provision Buyer's Position Typical Range
Indemnification Basket Deductible threshold before seller indemnifies. Lower is better for buyer. $10K-$25K (1-2.5% of purchase price)
Indemnification Cap Maximum seller liability. Higher is better for buyer. 10-20% of purchase price
Survival Period How long reps & warranties survive closing. Longer protects buyer. 12-18 months (24+ for fraud)
Non-Compete Scope Geographic and temporal restrictions on seller. Broader protects buyer. 2-5 years, 25-mile radius (varies by state)
MAC Clause Right to walk if material adverse change occurs between signing and closing. Revenue/enrollment drop >10-15%
Holdback/Escrow Portion of price held in escrow for post-closing adjustments. More protects buyer. 5-10% for 6-12 months
Seller Standby Note Seller-financed portion on SBA full standby. Reduces buyer's equity injection. 5-15% of price, 24-month standby

Industry-Specific Acquisition Guide

Key legal considerations by business type

👶
Childcare Centers
Licensed facilities with enrollment-dependent revenue. License transfer is the critical path item.
  • State licensing transfer application
  • Enrollment verification & parent agreements
  • Staffing ratios & compliance history
  • Inspection reports (last 3 years)
  • Interim management agreement (if needed)
🍴
Restaurants & Food Service
Health permits, liquor licenses, lease assignments, and FF&E-heavy purchase price allocations.
  • Health department inspection history
  • Liquor license transfer (ABC application)
  • Lease assignment & landlord consent
  • FF&E inventory & equipment condition
  • Supplier/vendor contract assignments
Manufacturing & Trades
Equipment-intensive businesses with environmental exposure, contractor licenses, and customer concentration risk.
  • Phase I Environmental Site Assessment
  • Equipment appraisals & maintenance logs
  • Contractor license transferability
  • Customer concentration analysis
  • Workers' comp experience modifier
💉
Professional Practices
Medical, dental, veterinary, accounting. Patient records, professional licenses, and non-solicitation agreements.
  • Professional license requirements
  • Patient/client record transfer (HIPAA)
  • Non-solicitation of staff & clients
  • Malpractice insurance tail coverage
  • Managed care contract assignments

Acquisition Legal Services

SBA Acquisition Counsel
From LOI to closing and beyond
APA Review
$599+ flat fee
Review and redline an existing Asset Purchase Agreement
  • Line-by-line APA review
  • Issue-flagging memo
  • Redlined revisions
  • Indemnification analysis
  • Allocation review
Request Review
Consultation
$125 / 30 min
Focused consultation on specific acquisition issues
  • LOI term review
  • Deal structure analysis
  • SBA requirement clarification
  • Negotiation strategy
  • Risk assessment
Schedule Consult

Frequently Asked Questions

What does SBA 7(a) financing cover in a business acquisition?

SBA 7(a) loans can finance the purchase of an existing business including tangible assets (equipment, inventory, real estate), intangible assets (goodwill, customer lists, licenses), and working capital. The SBA guarantees up to 85% of loans under $150K and 75% of loans over $150K, with maximum loan amounts up to $5 million. Buyers typically need 10-20% equity injection from documented sources.

Why does purchase price allocation matter?

The allocation divides your purchase price among FF&E (5-7 year MACRS depreciation), real estate (39-year building, land non-depreciable), goodwill (15-year amortization under IRC §197), non-compete (15-year amortization), and consulting/transition (ordinary income to seller). A buyer-favorable allocation maximizes the amount in fast-depreciating categories like FF&E, reducing your taxable income faster. The allocation must be defensible with the IRS and agreed upon by both parties — Form 8594 is filed by both buyer and seller.

Do I need my own attorney for an SBA acquisition?

Yes. The SBA lender's attorney represents the lender, not you. The seller's attorney represents the seller. You need counsel whose sole job is protecting your interests in the APA, making sure the reps & warranties actually mean something, and catching the issues that cost buyers money after closing — undisclosed liabilities, enrollment misrepresentation, license transfer problems, unfavorable purchase price allocations. The cost of buyer's counsel (typically $3,600-$6,000 for a standard SBA deal) is a fraction of the cost of discovering post-closing problems without contractual remedies.

What is a seller standby note?

A seller standby note is when the seller finances part of the purchase price but agrees to defer all payments. SBA requires seller notes to be on "full standby" for 24 months — no payments of principal or interest during that period, and the note must be subordinate to the SBA loan. This is commonly used when the buyer's equity injection needs supplementing. The note terms must comply with SBA SOP 50 10.

What is a Material Adverse Change (MAC) clause?

A MAC clause gives the buyer the right to walk away from the deal (or renegotiate) if a material adverse change occurs between signing the APA and closing. For business acquisitions, this typically covers significant revenue declines, loss of key customers or contracts, regulatory changes affecting the business, or discovery of undisclosed liabilities. The definition of "material" is heavily negotiated — sellers want it narrow, buyers want it broad.

How long does an SBA acquisition take?

Typical timeline is 8-12 weeks from signed LOI to closing. Phase 1 (weeks 1-3): due diligence and LOI review. Phase 2 (weeks 3-6): APA drafting and negotiation. Phase 3 (weeks 4-8): SBA lender coordination. Phase 4 (weeks 8-12): closing mechanics. Delays commonly come from SBA Authorization letter conditions, license transfers (especially for regulated businesses like childcare or healthcare), or seller disclosure issues discovered during diligence.

Buying a Business with SBA Financing?
I handle SBA 7(a) acquisitions from LOI through closing. Buyer's counsel, not lender's counsel.
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Disclaimer: This page is for informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by viewing this content. The interactive tools provide general estimates — they are not substitutes for professional legal, tax, or financial counsel. Tax treatment depends on individual circumstances; consult a CPA for tax advice. Sergei Tokmakov is licensed to practice law in California (Bar #279869).