The Renewal
Best For:
Small businesses holding an SBA certification who want their recertification or annual review prepared correctly and on time:
Women-Owned (WOSB / EDWOSB)
HUBZone
Veteran-Owned and Service-Disabled Veteran-Owned (VOSB / SDVOSB)
8(a) Business Development (annual review)
Why It’s a Great Fit:
Most SBA certifications must be recertified every three years, within a 90-day window before the deadline, and 8(a) participants complete an annual review. Missing the window can lead to decertification.
The Renewal handles the preparation with you. We confirm your deadline and the current SBA rule, review your records against your original certification, prepare your application, and guide you through submitting it. You approve everything before it is filed.
Our team uses AI-assisted tools to organize and compare your records. A person verifies every finding. Sensitive financial and personal information is handled only by our team, never by AI tools.
What’s Included:
Deadline & Rules Check: We confirm your certification’s deadline and renewal window, and re-check the current SBA rule for your program.
Record Review: We compare your current company information with your original certification and flag any changes.
Document Checklist & Audit: We give you a program-specific document checklist and review your records for inconsistencies before anything is filed.
Set-Aside Alignment Review: A preliminary review of your size and affiliation position against current published SBA size standards. It is not an official SBA size determination or legal advice.
Application Preparation: We prepare your application and supporting narrative.
Guided Submission: We walk you through entering and submitting your application in SBA’s certification portal. We never ask for your password. You approve the complete filing before it is submitted.
Agency Follow-Up: We track the review and prepare responses to any SBA questions for your approval.
What Is Included (The Premium Deliverables):
The Renewal Dossier: Your submitted application, submission receipts, agency correspondence and SBA’s decision. It also records your next deadline and a recommended preparation date, 120 days before it.
Not Included:
State or local certifications
First-time certification applications
Appeals or reconsideration requests (quoted separately)
Ongoing certification monitoring (available through our certification monitoring service)
Legal, tax, or accounting advice
Guaranteed approval
Any work not expressly included in your selected package
Client-Paid Costs:
Notary fees, government fees, and any third-party verification costs are paid by you directly. These costs are separate from our service fee.
How We Close Your Engagement:
If SBA has not decided within 90 days of submission, we close your engagement as “submitted, decision pending”. We send you the decision at no charge when it arrives.
SBA questions received within 30 days after closure are handled at no additional charge.
If an error in the content we prepared causes a problem, we correct and resubmit it once at no charge.
Deliverable Outcomes:
Your recertification or annual review is prepared, approved by you and submitted, with a complete record of what was filed and what SBA decided.
The Renewal supports your recertification. Decisions are made by the SBA, and approval is not guaranteed.
Available Packages:
(Choose your package before checking out.)
Standard Base Renewal — $2,250
One federal SBA certification renewal or an 8(a) annual review.
Includes:
Deadline and rules check
Record review, document checklist, and audit
Set-Aside Alignment Review
Application preparation and guided submission
Agency follow-up
The Renewal Dossier
Upgrade 1 | Base + 1 Additional Certification — $3,500
Adds a second federal SBA certification held by your business, renewed in the same engagement.
Upgrade 2 | Base + 2 Additional Certifications — $4,750
Adds a second and third federal SBA certification held by your business, renewed in the same engagement.
Additional certifications must have a renewal window that opens before or during your engagement. If one does not, you can schedule it to start when its window opens (within six months), or receive a refund of $1,250 for that certification if no work has started.
Best For:
Small businesses holding an SBA certification who want their recertification or annual review prepared correctly and on time:
Women-Owned (WOSB / EDWOSB)
HUBZone
Veteran-Owned and Service-Disabled Veteran-Owned (VOSB / SDVOSB)
8(a) Business Development (annual review)
Why It’s a Great Fit:
Most SBA certifications must be recertified every three years, within a 90-day window before the deadline, and 8(a) participants complete an annual review. Missing the window can lead to decertification.
The Renewal handles the preparation with you. We confirm your deadline and the current SBA rule, review your records against your original certification, prepare your application, and guide you through submitting it. You approve everything before it is filed.
Our team uses AI-assisted tools to organize and compare your records. A person verifies every finding. Sensitive financial and personal information is handled only by our team, never by AI tools.
What’s Included:
Deadline & Rules Check: We confirm your certification’s deadline and renewal window, and re-check the current SBA rule for your program.
Record Review: We compare your current company information with your original certification and flag any changes.
Document Checklist & Audit: We give you a program-specific document checklist and review your records for inconsistencies before anything is filed.
Set-Aside Alignment Review: A preliminary review of your size and affiliation position against current published SBA size standards. It is not an official SBA size determination or legal advice.
Application Preparation: We prepare your application and supporting narrative.
Guided Submission: We walk you through entering and submitting your application in SBA’s certification portal. We never ask for your password. You approve the complete filing before it is submitted.
Agency Follow-Up: We track the review and prepare responses to any SBA questions for your approval.
What Is Included (The Premium Deliverables):
The Renewal Dossier: Your submitted application, submission receipts, agency correspondence and SBA’s decision. It also records your next deadline and a recommended preparation date, 120 days before it.
Not Included:
State or local certifications
First-time certification applications
Appeals or reconsideration requests (quoted separately)
Ongoing certification monitoring (available through our certification monitoring service)
Legal, tax, or accounting advice
Guaranteed approval
Any work not expressly included in your selected package
Client-Paid Costs:
Notary fees, government fees, and any third-party verification costs are paid by you directly. These costs are separate from our service fee.
How We Close Your Engagement:
If SBA has not decided within 90 days of submission, we close your engagement as “submitted, decision pending”. We send you the decision at no charge when it arrives.
SBA questions received within 30 days after closure are handled at no additional charge.
If an error in the content we prepared causes a problem, we correct and resubmit it once at no charge.
Deliverable Outcomes:
Your recertification or annual review is prepared, approved by you and submitted, with a complete record of what was filed and what SBA decided.
The Renewal supports your recertification. Decisions are made by the SBA, and approval is not guaranteed.
Available Packages:
(Choose your package before checking out.)
Standard Base Renewal — $2,250
One federal SBA certification renewal or an 8(a) annual review.
Includes:
Deadline and rules check
Record review, document checklist, and audit
Set-Aside Alignment Review
Application preparation and guided submission
Agency follow-up
The Renewal Dossier
Upgrade 1 | Base + 1 Additional Certification — $3,500
Adds a second federal SBA certification held by your business, renewed in the same engagement.
Upgrade 2 | Base + 2 Additional Certifications — $4,750
Adds a second and third federal SBA certification held by your business, renewed in the same engagement.
Additional certifications must have a renewal window that opens before or during your engagement. If one does not, you can schedule it to start when its window opens (within six months), or receive a refund of $1,250 for that certification if no work has started.