Texas • SBA 7(a)
Operator-first
Living document

Texas SBA 7(a) Buyer Starter Pack

A practical pack to help you stabilize operations after an SBA 7(a) acquisition. No guru energy. Just the rhythms, checklists, and templates that keep you in control.

Slack access is waitlisted while we onboard in waves and keep the room high-signal.
If you signed a personal guarantee, we get it.
This is built for owners with real stakes. The goal is fewer unforced errors and calmer operations.

Cash control

13-week cash flow + weekly rhythm.

People + customers

Retention checklists and handoff messaging.

Lender-ready

Reporting hygiene and covenant awareness.

Pack outline

Built for Texas SBA 7(a) acquisition buyers who want to get stable and stay stable.

Days 1–7: Stabilize and listen

Don't break what works. Establish cash visibility and protect people + customers.

  • Confirm who really runs what (key staff map)
  • Top customer + top employee risk review
  • Start a weekly cash rhythm (13-week draft)
  • Owner calendar: recurring meetings + daily operating check

Days 8–30: Build the operating cadence

Get a weekly scorecard, meetings, and decision flow running — so the business stops living in your head.

  • Weekly scorecard (KPIs + targets + owner notes)
  • Weekly leadership meeting agenda (same format every week)
  • AR/AP hygiene and collection cadence
  • Handoff communication plan (staff + customers)

Days 31–60: Reduce downside

Tighten cash conversion, harden reporting, and remove recurring operational surprises.

  • Working capital improvements (AR timing, AP timing, inventory basics)
  • Covenant and insurance checklist (lender-ready hygiene)
  • SOP draft list: the 10 workflows that cause fires
  • Vendor + professional stack review (CPA, insurance, banking)

Days 61–90: Become predictable

Make performance feel boring: stable execution, clear delegation, and fewer emergencies.

  • Delegation map (what only you can do vs what can be owned)
  • Refine scorecard targets based on real data
  • Customer concentration plan (if needed)
  • Quarterly planning rhythm (simple, operator-friendly)

Templates included

These are the things you can open and use — not just ideas.

13-week cash flow template

Simple weekly update format with a built-in actions list when cash gets tight.

Owner scorecard + weekly meeting agenda

A repeatable cadence so decisions don't pile up (and you don't become the bottleneck).

Lender-ready reporting checklist

A calm bank relationship starts with predictable reporting and clean basics.

People + customer stabilization checklists

What to say, what to ask, and what to watch so you don't trigger churn post-close.

Slack community (daily)

The pack gives structure. The Slack room gives support — daily conversation with other Texas SBA buyers.

  • Ask real-time questions (cash, people, bank, vendors)
  • Weekly scorecard + cash check-in thread
  • Shared resources that get better over time

No guru energy

We're here for control and stability. Specific questions. Specific answers. Real operator constraints.

Invite-first and low-noise so you can actually use it.

Membership tiers (beyond the pack)

The pack gives structure. Membership gives ongoing support. Slack access is currently waitlisted while we onboard in waves.

Texas SBA 7(a) Newsletter

Free

Short operator notes for borrowers. Built for the first year.

  • Cash + people + lender hygiene in plain English
  • New templates as we publish them
  • Texas-specific operator realities

Paid newsletter + private audio

Paid

Interviews, deep dives, and specific 7(a) mechanics.

  • In-depth operator interviews
  • Private podcast / audio notes
  • Borrower-specific breakdowns (rates, covenants, reporting)

Verified Slack community ($200/mo)

Waitlist

Application-based. Opening in small batches while we validate demand.

  • Verified borrowers only (real SBA debt)
  • Daily Slack conversation + templates library
  • Member perks: Texas SBA data products + discounted VA hiring

Peer Circles (moderated)

Coming soon

Matched 5–7 peers + monthly in-person meetups.

  • Matched group (similar business + SBA debt profile)
  • Monthly in-person meetups (Texas metros)
  • Moderated by an executive coach
Waitlist, on purpose
We’re validating demand and onboarding in small batches so the room stays high-signal. If you’ve got the debt, you’re our people.
Built for people with real stakes
If you signed a personal guarantee, we get it. The goal is fewer unforced errors and a calmer first year.

Get templates + the Texas SBA 7(a) newsletter

Drop your email and choose what you want. If you want Slack access ($200/mo), join the verified waitlist.

Built for:
Texas SBA 7(a) acquisition buyers (Austin / DFW / Houston / San Antonio + surrounding).

No spam. No selling your email.

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Prefer to talk it through? Book a call.

One‑time to us: $4,000 (Do it with me) or $10,000 (Do it for me). No recurring fees. 100% of ongoing monthly pay goes directly to your hire. Typical EA pay is $1,000–$3,500/mo depending on scope and experience. Optional AOR for compliance and payments is available at‑cost.