About OKtoLend

OKtoLend prepares independent business valuations and Quality of Earnings reports for SBA 7(a) acquisition loans. The lender orders the work and the report is prepared for the lender. We also prepare 409A valuations and purchase price allocations.

Our software does the document collection, reconciliation and first draft. Reports will be signed by a credentialed valuation analyst (ASA, ABV or CVA), who reviews the work and forms the conclusion. We publish our independence and conflicts policy because independence is the whole point of the report.

OKtoLend is part of Stargo, Inc.

Founder

Jason Lee, Founder & CEO

Jason is a Wharton graduate who began his career in investment banking at Deutsche Bank and Bank of America Merrill Lynch, working on capital markets and corporate finance. At East Pacific Capital he evaluated and valued private investments, and he served as Financial Controller and CFO at several publicly listed companies.

He then built and ran his own companies, including BintanGO and CoHive, raising more than $40M from seed to Series B. He has been on both sides of a loan, answering lenders' questions and waiting on numbers that took too long to verify. He started OKtoLend so lenders get accurate, checked numbers sooner, and good deals reach a credit decision faster with fewer surprises.

The guides explain SBA and IRS rules in plain English and link to the primary sources so you can check them. Nothing on this site is legal, tax or investment advice.

How we write the guides

• Rules are checked against SBA SOP 50 10 8.1, the Code of Federal Regulations and IRS publications, and the date we checked is on each page.
• We don't publish statistics without a linked source. Examples with made-up businesses are labelled as illustrations.
• We don't name or rank lenders, appraisers or valuation firms.

Contact: use the quote request form, or Jason on LinkedIn.