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SBA Data · Verified against SOP 50 10 8 + 13 CFR 120 · 2026

SBA Business-Acquisition Financing Benchmarks (2026)

Every number a buyer, broker, or lender needs to size an SBA 7(a) acquisition, in one citable place. Each figure is tied to its primary source. Free to cite with attribution to Hartwell Labs.

For a 2026 SBA 7(a) business acquisition, the borrower must inject at least 10% of total project cost, the deal must clear the SBA's coverage tests, 1.15x on the business for a loan over $350k and 1:1 on a global basis (lenders typically want 1.25x), the upfront guaranty fee runs 2% to 3.75% of the guaranteed portion depending on loan size, and the maximum 7(a) loan is $5,000,000. A seller note counts toward the injection only on full standby and only up to half of the required injection.

10%
Minimum equity injection
of total project cost, change of ownership
1.15x
SBA DSCR floor
business, loans over $350k; global 1:1; lenders want 1.25x
$5M
Maximum 7(a) loan
per borrower/affiliate group
100%
U.S. citizen/national ownership
LPRs excluded as of 3/1/2026
Equity injection: what counts and how much
SourceHow it counts
Minimum injection10% of total project cost (price + working capital + fees)
Buyer cashCounts in full; must be seasoned and source-documented
Gift fundsCount in full; source documented (not a disguised loan)
Retirement rollover (ROBS)Counts in full via a compliant ROBS structure
Seller noteCounts ONLY on full standby for the life of the loan (Form 155), and at most HALF the required injection
Seller note with paymentsCounts zero toward injection

Source: SBA SOP 50 10 8, Section B, Ch. 1

≤ 50% The most a seller note can cover of the required equity injection, and only on full standby

Source: SOP 50 10 8; SBA Form 155

Global DSCR thresholds (2026)
DSCRWhat it means
Below 1:1Below the SBA global floor, decline territory as structured
1:1SBA global minimum (SOP 50 10 8); business cash flow must also clear 1.15x on a loan over $350k
1.25xThe comfort level most lenders underwrite to
1.50x+Strong; clears conservative credit committees

Source: SBA SOP 50 10 8 Section B, Chapter 1

FY2026 SBA 7(a) upfront guaranty-fee schedule
Gross loan amountSBA guarantyUpfront fee (of guaranteed portion)
$25,000 – $150,00085%2.0%
$150,001 – $700,00075%3.0%
$700,001 – $5,000,00075%3.5% to $1M guaranteed + 3.75% above

Source: SBA Procedural Notice 5000-872051 (FY2026 fee schedule)

Collateral discount rates (the 'fully secured' test)
AssetCounted at
Commercial real estateEquity = fair market value − prior liens (no lien required if equity < 25% of value)
New machinery & equipment75% of purchase price
Used machinery & equipment50% of net book value (or 80% of an orderly-liquidation appraisal)
Furniture & fixtures10% of net book value
Inventory & receivables (trading assets)10% of book value

Source: SBA SOP 50 10 8, Section B, Ch. 1 (collateral valuation)

Not a decline reason Under SOP 50 10 8, inadequate collateral alone cannot be the reason a 7(a) acquisition loan is declined, if the deal cash-flows, it can still be approved

Source: SBA SOP 50 10 8

Methodology & sources

Every figure on this page is drawn directly from primary SBA sources, not secondary summaries or broker folklore. The controlling documents are the SBA Standard Operating Procedure SOP 50 10 8 (effective June 1, 2025), 13 CFR Part 120, and the current SBA Procedural Notices that amend them, including the 2026 sunset of the SBSS score for 7(a) Small Loans (which set a 1.10x floor for loans of $350k or less), the FY2026 guaranty-fee schedule, and the citizenship eligibility change effective March 1, 2026. Figures are reviewed against each new Procedural Notice.

This is educational reference data, not lending advice; an individual lender's credit policy may be more conservative than these SBA minimums. Last verified July 2026.

TH

Written by Thomas Hartwell, author of the FUNDED series of industry-specific SBA lending guides.

Cite this page

These figures are free to cite and republish with attribution. Journalists, advisors, and lenders: copy whichever format you need. If you want a specific number checked or expanded for a story, the methodology and primary sources are listed above.

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Published July 24, 2026. Reviewed against each new SBA Procedural Notice, if you are citing a figure, link the page rather than copying the number so your readers get the current one.

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