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SBA 504 calculator

SBA 504 Loan Calculator

Model a two-loan fixed-asset financing structure and combined payment.

FormulaProject cost = Bank portion + CDC/SBA portion + Equity
Calculator

SBA 504 Loan Calculator

Enter your numbers and the result updates straight away.

Results

Outputs

Bank loan
Waiting for valid inputs
CDC/SBA loan
Waiting for valid inputs
Borrower equity
Waiting for valid inputs
Combined monthly payment
Waiting for valid inputs

Planning estimate only. Verify assumptions before making a financial decision.

Worked example

A $2 million project modeled at 50% bank, 40% CDC/SBA, and 10% equity produces $1 million, $800,000, and $200,000 portions.

Methodology

How this calculation works

Each financing share is applied to eligible project cost. The bank and CDC portions are amortized separately using their entered rates and a common planning term, then combined.

How to interpret the result

SBA states that 504 financing is for major fixed assets and generally cannot fund working capital or inventory. Actual structure, debenture rate, bank term, fees, special-purpose equity requirements, and eligibility come from the CDC and lender.

Limitations

Results are educational planning estimates. They do not include every tax, legal, accounting, financing, or business-specific consideration and are not professional advice.

Sources and further reading

Browse more Business Finance Calculators.

Formula and example
Project cost = Bank portion + CDC/SBA portion + Equity

A $2 million project modeled at 50% bank, 40% CDC/SBA, and 10% equity produces $1 million, $800,000, and $200,000 portions.

Common use cases
  • Estimate a project capital stack.
  • Compare bank and CDC portions.
  • Plan borrower equity and combined payment.
SBA 504 Loan Calculator FAQ

How is SBA 504 calculated?

Each financing share is applied to eligible project cost. The bank and CDC portions are amortized separately using their entered rates and a common planning term, then combined.

What should I check before using the result?

SBA states that 504 financing is for major fixed assets and generally cannot fund working capital or inventory. Actual structure, debenture rate, bank term, fees, special-purpose equity requirements, and eligibility come from the CDC and lender.

Does this calculator provide financial advice?

No. It applies the stated formula to your inputs for educational planning. Validate definitions, timing, accounting treatment, and assumptions before acting.