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.