SmallBiz Recon · Free Guide Library

Free downloadable guides built from real SBA servicing experience.

Quick reference material covering SBA loan programs, COVID EIDL servicing basics, communication strategies, and business plan templates. Built from public guidance and direct operational experience inside the SBA Servicing Department. No sign-up required.

10guides available now
$0always free, no email gate
PDF · DOCXview online or download
Volume Index · Available

Available guides.

10 guides
VOL 1

SBA Common Phrases

Decode SBA terminology and understand what loan officers really mean. Essential vocabulary for effective SBA communication.

Last updated March 1, 2026
View
VOL 2

EIDL Servicing Cheat Sheet

Quick reference guide for COVID EIDL servicing actions, requirements, and common scenarios. Essential tips from former SBA professionals.

Last updated March 1, 2026
View
VOL 3

SBA Loan Types

Comprehensive overview of all SBA loan programs, eligibility requirements, and which program fits your business needs.

Last updated March 1, 2026
View
VOL 4

Communicating with the SBA

Best practices for effective communication with SBA personnel, including email templates and phone call strategies.

Last updated March 1, 2026
View
VOL 5

10 Steps to Start your Business

Step-by-step roadmap for launching your business, from initial planning to opening day. Includes SBA resources and requirements.

Last updated March 1, 2026
View
VOL 6

What is a Business Plan

Complete guide to creating an effective business plan that meets SBA requirements and impresses lenders.

Updated January 30, 2026
View
VOL 7

SBA Mission Briefing

Collection of 20 lesser-known SBA facts, statistics, and operational details to help you navigate the SBA system more effectively.

Last updated March 1, 2026
View
VOL 8

Business Plan, Example 1

Detailed sample business plan for a startup company seeking SBA funding. Includes all required sections and financial projections.

Last updated March 1, 2026
View PDF Now
VOL 9

Business Plan, Example 2

Detailed sample business plan for a startup company seeking SBA funding. Includes all required sections and financial projections.

Last updated March 1, 2026
View
VOL 10

Business Plan Starter Kit (SBA-Friendly)

A simplified starter kit with a lean plan structure, executive summary template, and lender-ready sections that keep you organized.

Last updated March 1, 2026
View
Why we built this library

The guidance you needed before you ever filled out an SBA form.

Most borrowers learn the SBA’s vocabulary, servicing rules, and submission expectations the hard way — through delays, denials, and unanswered emails. These guides exist so the first time you encounter a phrase, a process, or a document, you already know what it means and what the agency is actually looking for. Everything here is free, references public federal policy, and is informed by direct operational experience inside the SBA Servicing Department.

Maintained bySmallBiz Recon staff
SmallBiz Recon team reviewing SBA servicing documents
Volume Index · In Production

Coming soon.

05 guides
VOL 11Coming Soon

Submission Command Center

Master checklist for sending clean, complete requests: subject lines, attachment naming, PDF order, and the mistakes that cause delays.

Coming soon
VOL 12Coming Soon

SBA Loan Types, Plain English Edition

Quick breakdown of SBA programs, who each one is best for, common eligibility highlights, and what most borrowers misunderstand.

Coming soon
VOL 13Coming Soon

EIDL Servicing Red Flags & Fixes

Top reasons servicing requests stall or get denied, plus fast fixes: missing docs, mismatched info, insurance issues, and more.

Coming soon
VOL 14Coming Soon

Collateral & UCC Basics (What Borrowers Should Know)

Plain-English guide to collateral, liens, UCC searches, what they prove, and what SBA typically expects in a clean package.

Coming soon
VOL 15Coming Soon

Treasury Cross-Servicing Survival Guide

What it means, what changes once you're there, what SBA can and can't do, and practical next steps to stabilize.

Coming soon

Scope of service and legal disclaimer

SmallBiz Recon™ is a DBA of Recon11 Global Systems, LLC. SmallBiz Recon™ is an independent educational and document-packaging service. We are not affiliated with, endorsed by, or connected to the U.S. Small Business Administration, the U.S. Department of the Treasury, Coast Professional, the CBE Group, or any other government agency or contractor.

SmallBiz Recon™ is not a law firm. We do not provide legal advice or legal opinions, do not represent clients in legal proceedings, do not draft court filings, do not interpret law for any specific client circumstance, and do not negotiate on behalf of clients with federal agencies. Our service is administrative document packaging and process navigation under SBA SOP 50 52 2 and current COVID EIDL servicing guidance.

For legal questions about your specific situation, consult a licensed attorney in your jurisdiction. Always verify policy specifics against the official source before relying on them.