Lender Resources & Checklists

Welcome to the SBA 7(a) Lender Valuation Resource Center, your go-to hub for practical tools, checklists, and SBA-compliant valuation guides. These resources are designed specifically for lenders navigating the complexities of business acquisition loans under SBA SOP 50 10 8. Access ready-to-use downloads, red flag reference sheets, fair market value guidance, and valuation due diligence checklists—all created to help streamline your review process, reduce risk, and ensure SOP-aligned underwriting practices.

Industry Checklists

Highland Global’s industry-specific checklists are designed to support lenders in the underwriting process by providing a structured framework for evaluating key aspects of a business acquisition. These tools help lenders assess operational strengths, financial indicators, market risks, and common red flags within each industry—giving them a practical, deal-level lens for analysis. Whether used during initial screening or deeper due diligence, each checklist empowers lenders to ask the right questions, identify potential concerns early, and ensure the business aligns with underwriting expectations.

Underwriting Guides

Highland Global’s lender underwriting guides are designed to support SBA 7(a) loan underwriters with clear, practical tools for evaluating small business acquisitions. These resources help lenders identify key risk factors, assess business fundamentals, and ensure alignment with SBA SOP 50 10 8 requirements. Whether you’re analyzing borrower financials or preparing a credit memo, our guides streamline the underwriting process and provide structured guidance across a wide range of topics.