Need 1-on-1 advice? Schedule some time with me, or request an on-demand consultation (See "Services & Fees" page).
Phone: .  Email: Jason@jasontees.com

The video below tells you a little about who we are, what we do, and what it costs.

Our Services and Fees

Case Evaluation: $250. This fee will be credited to any other products or services (i.e. you’ll get $250 off those fees), should you choose to purchase one. Mention promo code “HELP” when you schedule an evaluation and get $25 off (refunded after consultation).

I’ll review your situation and advise what your options are, based on the circumstances of your situation.

The case evaluation fee is charged for all SBA loan types and circumstances. Due to the high number of inquiries I receive, I unfortunately do not offer free phone consultations.

Schedule an evaluation here:

https://calendly.com/sba-case-evaluation/consult

Online SBA Offer in Compromise (Course Only): $999 ($749 if you’ve previously paid for a Case Evaluation in the past 6 months.)

Course Materials Include:

  • 15-minute LIVE consultation with Jason to go over any specific questions
  • Pre-Recorded Course narrated by Jason Milleisen (similar to video above)
  • 90 page guide to SBA Offer In Compromise
  • Powerpoint Slides from Online Course
  • Checklist of required SBA documentation
  • SBA Forms

This recorded course shares all my tips and tricks needed for you to prepare your own SBA Offer In Compromise.

Broken up into individual modules to allow you to easily locate the info that you want to find and refer back to.

Includes a step-by-step tutorial to complete all the sections of SBA Form 770 (PFS) in the format that lenders/SBA want them.  Includes insights into how to present assets like 401Ks, home values, monthly income, and personal expenses.

Walks you through how to write a complete OIC, including structure and amount.  Discusses what info to include, and what to leave out.

To purchase the course or ask a question, please email ..

SBA Online Course + Jason will Review and Suggest Edits to your OIC: $2999

Full Service OIC Consulting: $2500 Upfront plus 10% of Amount Forgiven (Fee Capped at $20K).

I’ll guide you through the entire process,  and will remain available until the matters is resolved. The ultimate goal is an approved OIC.  No hourly billings.

I will work with you to prepare your OIC package.  I’ll conduct an initial interview to determine eligibility, send you a checklist of required items, and review all documentation.

Revise your draft of the PFS (SBA Form 770) in order to ensure it’s complete and accurate, adding addendums where needed.

I will draft the SBA OIC (SBA Form 1150) that you can submit to your lender/SBA. I do not handle communications with your lender/SBA.

Questions? Send an email to ..