The Preston Group, LLC
Proprietary Products
 Proprietary Products

Proprietary Products SBA 7(a) Lending Proprietary Products SBA 504 Lending

Process & Loan Review
 Process & Loan Review

Process & Loan Review 7(a) Process & Loan Review 504

Practicality Training
 Performance Training

Performance Training 7(a) Performance Training 504


Our Vision

To enhance the Small Business Administration government guaranteed loan programs by partnering with Lenders and Certified Development Companies across the nation to improve all aspects of production, policy, procedures, operations, internal controls, compliance and personal training, thereby increasing overall productivity, credibility and longevity of the goverment guaranteed loan programs.

Our Mission

To be a catalyst within the Small Business Administration goverment guaranteed loan programs by encouraging operational improvement and compliance thereby increasing productivity, efficiency, effectiveness, overall performance and ultimately profitability.

Our Promise

To fulfill the client's expectations by improving the overall operation of the Small Business Administration goverment guaranteed loan programs administered while simutaneously conducting ourselves in the most professional and courteous manner in keeping with the "Golden Rule".

Internal Control

All Small Business Administration Loan Program process and loan review conducted by The Preston Group, LLC constitutes an independent third party internal control for the organization being reviewed. The company does not create potential conflicts of interest by reviewing its own work. The company does not and will not engage in any SBA production activity including, but not limited to marketing, underwriting, processing, closing, funding, servicing, or liquidating SBA loans.

  • SBA 7(a) and 504 Subject Matter Experts (SMEs)
  • SBA Expert Witness Testimony 2014
  • Industry Leader since 2007
  • National Client Base
  • Seasoned Personnel with Vast Experience and Expertise in:
    • SBA Regulatory Requirements
    • Loan Origination, Underwriting, Closing, Funding, Servicing, & Intensive Servicing
    • Loan Review
    • SBA OCRM Risk Based Reviews
    • Professional Experience from FDIC, Financial Institutions, Investigations, Real Estate, ORE Liquidations, Asset Management, Accounting, Finance, Project Management, Portfolio Management, Due Diligence Reviews, FDIC & SBA Contracting and Compliance
  • Review of SBA Department
  • Process Review
  • Eligibility
  • Processing
  • Underwriting
  • Closing/Funding
  • Loan Review
  • Due Diligence
  • Servicing
  • Intensive Servicing
  • Training
  • Reporting
  • Internal Controls
  • Risk Rating System
  • Loan Loss Reserve
  • Liaison/SBA Risk Review
  • Liquidations/Harm Issues
  • USDA Loan Review
  • Credit Approval Memorandum (CAM)
  • SBA Process & Procedures Manual
  • Use of Proceeds/Funds Reconciliation
  • Organizational Charts
  • Checklists
  • Strategic Plan
  • Internal Control Policy
  • Risk Rating System
  • Borrower Injection/Contribution Reconciliation
  • SBA Specific Training
  • Oversight of Processes & Reporting
  • Foundation for Future Growth
  • Internal Controls
  • Regulatory Compliance
  • Servicing/Collections
  • Operating Efficiency & Effectiveness
  • Performance/Productivity/Profitability
  • Internal Rate of Return


“You Perform, We Perfect”®


The Preston Group, LLC is certified as a 100% woman owned small business.

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