Glossary · Reading the business
In short
These are liquid assets like stocks, bonds, or mutual funds that can be quickly converted to cash. For a business, they represent a readily available source of funds.
In a business acquisition, marketable securities held by the target business are considered during valuation and collateral analysis. They can sometimes be used to meet working capital needs or as part of your equity injection if you have them personally. Understand their true liquidity and market risk.
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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Send us the asking price and the seller's cash flow — we'll show whether the deal services SBA debt and where the add-backs are likely to hold up.
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