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BORSA™ - SBA Lender Solution

DRDA, P.C. is one of America's top CPA firms for small businesses.  We have been a trusted advisor and consultant to America's small businesses for over 23 years.

We have produced a White Paper that explains how we developed the Equity Injection rollover solution, the BORSA™.  We are confident that the BORSA™ can help your SBA loan officers increase their SBA loan volumes. View the BORSA White Paper

Our unique position as a CPA firm that specializes in financial consulting to small businesses, and our extensive experience with SBA lending, makes us the best choice for solving the challenges posed by the new Small Business Administration SOP-50 10 (5). 

SOP 50 -10 (5) stipulates that a Small Business Administration Loan Applicant may no longer use cash from home equity loans or other personal credit for an Equity Injection, unless the borrower can demonstrate repayment ability from sources other than the cash flow of the business.  The BORSA™  allows your customers to use cash from their qualified plans for the required Equity Injection for their SBA loans, without incurring taxes, penalties, or interest.

As CPAs we not only create the structure that allows customers to use their qualified plans balances for an Equity Injection, but we also provide SBA lenders with the documentation required to be compliant with any post-close reviews by the Small Business Administration.  We have taught courses on compliance with this structure through NAGGL and Coleman Publishing.  We also offer audit and Small Business loan review services to lenders. DRDA, P.C. can help you and your customers remain compliant with the Small Business Administration's documentation requirements stipulated in the new SOP. 

View the BORSA White Paper


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