Glossary · People and paperwork
In short
A fiscal agent handles financial matters, such as managing funds, making payments, and maintaining financial records, on behalf of another party. This role is less common in typical SBA 7(a) acquisitions.
While not usually a direct participant in a standard 7(a) loan closing, a fiscal agent might be involved in more complex financing structures or specific government-backed programs. If one is present, understand their exact responsibilities and how they interact with the flow of funds in your transaction.
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.
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