You don't need an MBA to run a business.
But every business owner deserves a MYBA — My Business Advisor.
MYBA turns scattered financials into clarity, confidence, and a lender-ready capital package. We prepare business owners to walk into every capital conversation ready for the right money.
Built for established operators.
MYBA is designed for serious business owners generating $1M+ in annual revenue — leaders ready for the structure their enterprise deserves.
Marketplaces match. Credit tools monitor. MYBA prepares.
We exist to democratize access to capital for first-generation entrepreneurs. What others learned at the family table, we put in every owner's hands.
MYBA turns scattered financials into clarity, confidence, and a lender-ready capital package. We prepare business owners to walk into every capital conversation ready for the right money.
A world where no business is denied a fair shot at capital because no one taught its owner the rules. We see first-generation founders building generational wealth with the same advisory edge once reserved for the few.
One platform. Four pillars.
Business Health Dashboard
A single, executive-grade view of the metrics that move your enterprise — health, credit, capacity, and risk.
Digital Personal Financial Statement
An always-current PFS, built with the precision a private banker expects. Share securely in one click.
Document Vault
A discreet, encrypted home for tax returns, K-1s, leases, agreements and the documents your team requires.
MYBA Advisor
Private, intelligent guidance — drawing on your data and your team — available the moment you need it.
We don't replace your team.
We bring your team together.
Executive clarity, at a glance.
A private cockpit for your enterprise — designed for owners who value discretion and precision over noise.
- Mar 14Quarterly review with CPA
- Mar 21Lender call · Capital line
- Apr 02Estate planning · Attorney
- CRE lending tightens as banks reweight portfoliosBloomberg · 2h ago
- SBA SOP updates affecting 7(a) loan documentationSBA.gov · 1d ago
Your PFS, ready for the bank.
A living personal financial statement that becomes part of your Bank-Ready Package — organized the way a lender expects to see it.
Three tiers. One standard.
Each tier is built around the operator's stage — from getting organized to commanding a private advisory bench.
For the operator getting organized.
- Business Health Dashboard
- Digital Personal Financial Statement
- Document Vault
- Quarterly review
For owners preparing for growth or capital.
- Everything in Essential
- Credit & readiness monitoring
- Bank-Ready Package
- MYBA Advisor (priority)
Concierge advisory for serious operators.
- Everything in Capital Ready
- Dedicated MYBA strategist
- Quarterly executive briefings
- Direct line to your advisory bench