Our Services and Fees

CASE EVALUATION for all loans, including EIDL Loans (30 Minutes – $250)

The $250 fee will be credited to any other consulting services (i.e. you’ll get $250 off those fees), should you choose to purchase them (Premium EIDL Audio Course excluded).

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

For those who took EIDL loans without a personal guarantee, if your business is closing, there is one very important fact that you need to know that could save you thousands of dollars.

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, nor can I respond to emails with “just one quick question” or to let you know if “it’s worth it” for you to schedule a case evaluation. .

Schedule an evaluation here:

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

Free EIDL Audio Course (20+ Minutes)

Covers 6 common EIDL default questions that I get from borrowers. Note: One major update is that there is now an application for those who want to submit an Offer in Compromise….this is not reflected in this recording.

Premium EIDL Audio Course (90 Minutes – $150)

• 90+ Minutes of audio answers 20+ common EIDL questions
• 36-page Supplemental Guide
• Email support from DLA founder Jason Milleisen to answer any lingering questions that you have about your EIDL.

Click Here to Get Instant Access to EIDL Audio Course

“Full Service” SBA Offer in Compromise Consulting

For All SBA loan Types: $2750 Upfront plus 5%* of Amount Forgiven (Fee Capped at $10K for EIDL loans, $20K for all other loan types).

*7.5 % if the loan balance is less than $100K.

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. The bulk of my fee is only due is an OIC is approved.

I will work with you to prepare your OIC package.  I’ll conduct an initial interview to determine eligibility, 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 (don’t stress, it’s mostly just sending emails and following up).

Not sure if it’s worth it to hire someone like me? I’ve attempted to answer that question here and here.

“Review Only” SBA Offer in Compromise Consulting

Flat Fee of $3500 for all SBA loan types – You prepare the OIC package, and I’ll review and recommend edits and changes. Includes all my time to help prepare the offer plus up to 2 hours of additional consulting advice once the OIC is submitted to the lender (2 hours is typically enough, but if things go sideways, additional time will be billed at $250 per 30 minutes.)

The big difference between this and the “Full Service” OIC Consulting is that you are in charge of putting pen to paper. I just advise on what edits and changed to make.

Questions about my services? Send an email to jason@jasontees.com. Note: While I’m happy to answer questions about my services, please do not email me to ask me to review your situation and let you know “it’s worth it” to schedule a Case Evaluation, or with “one quick question”. As a one-man shop getting dozens of inquiries each week, I simply don’t have the bandwidth.