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Glossary · Reading the business

Commingling of Funds

In short

Mixing personal funds with business funds, or funds from separate businesses, in a single account. This practice creates accounting headaches, obscures true business performance, and is a red flag for SBA lenders.

What it means in a deal

During due diligence, look for signs of commingling in the seller's bank statements. This makes it difficult to accurately assess the business's profitability and cash flow. After acquisition, ensure you maintain separate business and personal accounts to avoid audit issues and maintain clear financial records.

Official sources

SOP 50 10 — Lender and Development Company Loan Programs

U.S. Small Business Administration · SBA Standard Operating Procedure

Last checked 2026-06-15. Official sources control — verify before relying on any rule for a live deal.

Common questions about Commingling of Funds

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Defined by CapBench 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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