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Neal Patel, Cba, Cva, Cepa profile image

Neal Patel, Cba, Cva, Cepa

Co-Founder at Valzy
Intro Book
Business valuation expert and entrepreneur with 20+ years of experience in SBA lending and exit planning.
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Location
Cranbury, New Jersey, United States, US
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Bio

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Neal Patel is a seasoned entrepreneur and business valuation expert with 20+ years of experience in SBA lending, valuation, and exit planning. He has co-founded several companies, including Valzy and LendUX, and has served as a member and partner in various organizations. Patel holds a Mini-MBA from Rutgers University - Newark and certifications from the Exit Planning Institute, National Association of Certified Valuators and Analysts (NACVA), and Institute of Business Appraisers.

Credentials

  • Certified Exit Planning Advisor (CEPA)
    Exit Planning Institute
    May, 2024
    - Apr, 2026
  • Certified Valuation Analyst (CVA)
    National Association of Certified Valuators and Analysts (NACVA)
    Nov, 2012
    - Apr, 2026
  • Certified Business Appraiser (CBA)
    Institute of Business Appraisers
    Feb, 2010
    - Apr, 2026

Experience

  • Valzy
    • Co-Founder
      • Jan 2019 - Present

      Valzy is a web-based valuation tool used by over 150 SBA Lenders, SBDC Counselors and Business Brokers which generates a detailed internal business valuation within 20 minutes with a simple step-by-step process.

  • LendUX
    • Co-Founder and CEO
      • Jun 2021 - Present

      LendUX is an end-to-end SBA 7(a) loan automation platform for SBA lenders which includes a full digital borrower application, E-tran API connections, dynamic doc management and all SBA closing and legal documents.

  • Vistage Worldwide, Inc.
    • Member
      • Apr 2014 - Present

  • Wingstop Restaurants Inc.
    • New Jersey, United States
    • Franchisee
      • May 2017 - Present
      • New Jersey, United States

      Multi-unit Franchisee (Union, Wharton, Morristown)

  • Reliant Business Valuation
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Strategic Advisor
      • Mar 2023 - Nov 2023

      Advisor to Private Equity owned strategic buyer.

    • Founder
      • Jan 2010 - Mar 2023

      Certified Business Valuations and Equipment Appraisals for SBA Lenders. Your Most Reputable Source for SBA Values®

  • ApplyforPPP.com
    • Co-Founder
      • Mar 2020 - Dec 2021

      ApplyforPPP.com is a PPP Origination and Forgiveness Platform built for SBA community banks that assisted over 14,000 small business owners obtain financing during the COVID-19 pandemic.

  • Reliant Capital Funding, LLC
    • Partner
      • Jan 2005 - Dec 2010

      SBA 7(a) loan consulting

Education

  • Rutgers University
    Bachelor of Science, Computer Science
  • Rutgers University - Newark
    Mini-MBA, Business

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