SBA Loan Referral Form

Refer an SBA-Backed Acquisition Opportunity

This form is designed for SBA lenders, buyers, and intermediaries who are evaluating healthcare acquisition opportunities that may involve SBA financing.

Vallexa Advisors works closely with qualified SBA lending partners to help ensure opportunities are structured, positioned, and documented in a way that supports a smooth and realistic SBA review process.

What this referral is

This referral allows you to share key details about a potential acquisition, buyer profile, or financing question so our team can assess alignment with SBA eligibility, healthcare regulations, and transaction structure.

Who should use this form

  • SBA lenders reviewing healthcare transactions
  • Buyers pursuing SBA-backed healthcare acquisitions
  • Intermediaries coordinating with lending partners

What this is not

This is not a general inquiry or valuation request. Submissions should relate to active or near-term acquisition scenarios where SBA financing is being evaluated.

Why SBA Lenders & Buyers Work With Vallexa

  • Healthcare specialization: We focus exclusively on healthcare transactions, including hospice, home health, home care, and related services.
  • SBA awareness: Our team understands common SBA constraints such as the 36-month rule, change-of-ownership issues, and licensing limitations.
  • Clean data rooms: We prepare financials, compliance documentation, and operational data in a way that supports lender review.
  • Discretion-first process: All information shared through this form is treated as confidential and reviewed internally before any next steps.

What happens after you submit

  1. Your submission is reviewed by the Vallexa team
  2. We assess SBA eligibility and transaction alignment
  3. If appropriate, we follow up to clarify details or coordinate next steps

Submission does not obligate any party and does not constitute loan approval, engagement, or representation.

Confidentiality note: Information submitted through this form is used solely for internal review and coordination related to SBA-backed healthcare transactions.