Schedule a lender consultation
Bring one transaction you expect to fund. We will walk the Appendix 15 mapping against your file and tell you what it needs, whether or not you engage us.
Prefer to talk? Call (336) 203-7399 or email team@acecpas.com
From form to booked call in minutes
Tell us about the file
Transaction type, your institution and contact details. It takes about a minute.
Pick your own slot
Our calendar opens right after you submit. Choose the time that works for you.
Talk to the signing CPA
We walk the Appendix 15 mapping against your procedure and tell you what your file needs, whether or not you engage us.
Questions lenders ask before booking
Quick answers for credit and vendor management teams.
No. The first call is free and carries no obligation to engage us.
The CPA who leads the engagement and signs the report.
Yes. We are based in Raleigh and work with SBA 7(a) lenders across the US.
Initial Acquisition and Business Expansion transactions with a Business Purchase Price of $3 million or more, for applications receiving an SBA loan number on or after October 1, 2026.
The LOI or purchase agreement, the seller's last two years of tax returns and trailing twelve month financials, if you have them. We can still talk without them.
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