20 | Resources and Next Steps
Knowledge without motion is just theory. Use these tools to keep moving forward. Your next steps: Download our Companion Toolkit, which includes:
T Bank Insight Our team has financed over $1B in owner-led acquisitions. Whether you’re ready now or just exploring, we’ll give you straight answers and practical guidance.
Deal Profile Worksheet (PDF) Due Diligence Checklist (Excel) SBA Form 413 Template 100-Day Integration Planner (Google Sheet)
Book a 30-minute discovery call with a T Bank SBA specialist Create a secure due diligence folder for tax returns, PFS, and LOIs “Your lender should equip you to succeed — not just fund the deal.” Quick Summary You’re not on your own — and you don’t have to wait. Let’s take the next step together. About T Bank SBA Lending T Bank is the largest Texas-based SBA lender, serving clients nationwide. We specialize in small business acquisitions, professional practices, healthcare, logistics, and owner-occupied real estate. Our SBA team works exclusively with entrepreneurs acquiring existing businesses — often for the first time. Each transaction is supported by a dedicated team: a relationship manager, underwriter, and closer — working in sync from LOI to closing. We understand executive comp structures, seller notes, lease assignments, and the emotional curve of becoming an owner. Whether you're stepping in full- time or gradually transitioning, we help you move with clarity and confidence. Ready to own? Take the next step toward acquisition — with expert guidance and SBA financing designed for first-time owners. Rod Rodriguez Executive Vice President - SBA/USDA Lending (480) 686-0937 | rrodriguez@tbank.com | Book a meeting
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For informational purposes only. Not legal, tax, or financial advice.
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