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SBA guide

A Texas borrower's guide to SBA loans.

The SBA is one of the most powerful tools available to Texas SMEs. Here is what you need to know about the two most-used programs.

SBA 7(a)

The flexible workhorse

The SBA 7(a) is the most-used SBA program. It funds working capital, equipment, real estate, business acquisitions, partner buy-outs, and debt refinance in a single loan, up to $5 million.

  • Loan size: up to $5M
  • Term: up to 10 years for working capital, 25 for real estate
  • Rate: variable, typically Prime + 2.25% to 4.75%
  • Down payment: as low as 10% on acquisitions and CRE
  • Guaranty: personal from all 20%+ owners
SBA 504

For real estate and heavy equipment

The 504 program is structured for owner-occupied commercial real estate and large equipment. It combines a bank loan and a Certified Development Company (CDC) loan to deliver long-term, fixed-rate financing with low down payments.

  • Project size: typically $250K to $20M+
  • Structure: 50% bank, 40% CDC, 10% borrower equity
  • CDC portion: fully amortized, fixed rate, 10 to 25 years
  • Use: owner-occupied real estate, major equipment, expansion
  • Required: business must occupy 51%+ of the property
How the process works

What to expect on a Texas SBA loan.

  1. 01

    Pre-qualification

    We review the deal informally with two or three best-fit SBA lenders, usually within 48 hours.

  2. 02

    Full package

    You assemble the SBA application package (tax returns, financials, SBA forms 1919 and 413, business plan if applicable).

  3. 03

    Underwriting

    The lender underwrites, orders appraisal and environmental on real estate, and issues a term sheet.

  4. 04

    Close and fund

    Loan documents are signed, conditions cleared, and funds disbursed. Total timeline: 45 to 90 days typical.

Thinking about an SBA loan?

We will tell you up front whether your deal is a strong SBA candidate, and what to expect on rate, terms, and timing.

Talk to a TCS advisor