Our Products & Services
Note: All credit card payments show up as “JM Advice” on your credit card statement.
Written Guides to 7a and EIDL – $245
These are instant download e-books. Click on a link to purchase.
For SBA 7a Loans – Guide to SBA Default & Offer in Compromise
For EIDL Loans – Guide to Navigating EIDL Default
Priority Consultations (Off Hours)
- Duration: 30 minutes (via Phone – $395)
- Available for: ALL loan types (7a, 504, EIDL, etc.)
- For urgent cases: Nights, weekends, holidays, or when my calendar is full. Please check my online calendar below (links that say “Click Here to Schedule…) BEFORE emailing me.
- How to request off hours consultations : Email Jason at Jason @ JasonTees.com
SBA 7a Loan Case Evaluation – $345
- Duration: 30 minutes via Phone
- Who it’s for: SBA 7a Loan Borrowers Only (NOT for EIDL)
- Service includes: A review of your situation and customized advice based on your specific circumstances, including the likelihood of an Offer in Compromise.
- $345 fee will be credited towards my services if you hire me to assist with an Offer in Compromise.
Click here to schedule your SBA 7a Loan Case Evaluation
EIDL Consulting Services
30-Minute EIDL PHONE Advisory Session – $345 – Discussion over the PHONE, scheduled in advance. Click here to Schedule
We’ll get as deep into the weeds as you feel you need, and skip over the stuff you already know or don’t need to know. Typical topics include:
- Latest Update on Hardship Accommodation
- Latest Update on Treasury Recalls
- What if I need to close my business?
- What do I do with the collateral?
- What happens if I don’t make my payment?
- Can I settle my EIDL loan?
- Can I sell my business?
- Will SBA take my loan back from Treasury?
- What can the Treasury do to collect?
- How do I know if I personally guaranteed my EIDL loan?
- Will my credit be impacted?
- What does “Charged Off” or “In Liquidation” mean?
- Explanation of collection tools currently used by SBA & Treasury
Due to the high number of inquiries I receive, I unfortunately do not offer free 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.
Free EIDL Audio Course (20+ Minutes)
Covers 6 common EIDL default questions that I get from borrowers.
“Full Service” SBA Offer in Compromise Consulting
For All SBA loan Types (where OIC is available)
Flat Fee Option: $7500 – One flat fee, paid upfront.
Contingency Fee Option:
$3500 Upfront plus 5%* of Amount Forgiven (Fee Capped at $20K)
*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.