Glossary · People and paperwork
In short
A CPA is a licensed accounting professional who can prepare financial statements, file taxes, and provide financial advice. They are essential for verifying a business's financial health.
Your CPA will be critical during due diligence, helping you scrutinize the seller's financial statements and tax returns. They'll advise on add-backs, business valuation, and the financial structure of the acquisition. Choose one with M&A experience.
Defined by DealRoom.so SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.
Know what you'll need before you apply
Tell us about the deal and who's buying — we'll flag the guaranty, eligibility, and paperwork issues that slow SBA approval before they cost you time.
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