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Glossary · People and paperwork

Controlling Party

In short

This is any individual or entity with significant influence over the business, typically owning 20% or more, or having key management responsibilities. All Controlling Parties must provide personal guarantees.

What it means in a deal

The SBA defines a Controlling Party as anyone owning 20% or more of the business, or holding certain positions like CEO, President, or managing member. All Controlling Parties must personally guarantee the SBA loan. This ensures they are fully committed and accountable, so be prepared for these guarantees.

Official sources

13 CFR Part 120 — Business Loans

Office of the Federal Register · Federal regulation

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 Controlling Party

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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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