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Bank Financing Package
Lone Star Smokehouse LLC · 2026
Confidential · Sample Report
SBA 7(a) Loan Application — Confidential
Lone Star Smokehouse LLC
Bank Financing Package
$750,000 SBA 7(a) Loan • Second Location Expansion • Austin, Texas
$750,000
Loan Amount Requested
$2.84M
2025 Annual Revenue
3.2x
DSCR (2025)
4 yrs
Operating History
🍔 BBQ Restaurant
📍 Austin, TX
✅ Est. 2022
🏠 Texas LLC
📈 SBA 7(a) Request
Prepared by BlackpeakCFO | Fractional Controller Services | Confidential — For Lender Use Only
Submission Date
February 2026

Table of Contents

Lone Star Smokehouse LLC — SBA 7(a) Financing Package

$750,000 Loan Request
Second Location — Austin, TX
3
Business Overview
Company summary, ownership, management
4
Loan Purpose & Use of Proceeds
Project budget, location plan
5
3-Year Financial Summary
Historical P&L 2022–2025
6
2025 Detailed P&L
Monthly actuals, normalized EBITDA
7
Balance Sheet
Dec 31, 2025 — Assets & liabilities
8
3-Year Projection & DSCR
Post-loan revenue & repayment capacity
9
Collateral Summary
Equipment, personal guaranty
10
Management & Certifications
Owner bios, SBA eligibility, TX compliance

📈 Why This Loan Will Be Approved

✓  Strong DSCR 3.2x — well above SBA minimum of 1.25x. Ample cash flow to service new debt.

✓  4-year proven operating history — consistent revenue growth from $380K (2022) to $2.84M (2025).

✓  Identified lease signed — South Congress Avenue location, 2,800 sq ft, 10-year lease with 2 five-year options.

✓  Experienced management — founder has 14 years restaurant operations experience. GM hire secured for Location 2.

✓  Texas LLC with clean title — no existing liens, no judgments, no prior bankruptcies.

🏠 Texas SBA Lending Context

Texas is the #1 SBA 7(a) lending state by volume — over $4.2B in SBA loans issued in Texas in FY2025. Austin MSA is the fastest-growing restaurant market in TX. Preferred SBA lenders in Austin include Frost Bank, Comerica, and Live Oak Bank.

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Business Overview

Lone Star Smokehouse LLC — Company Summary & Ownership

Est. 2022 • Austin, TX
Texas LLC in Good Standing
COMPANYBusiness Description
Legal NameLone Star Smokehouse LLC
DBALone Star Smokehouse
Entity TypeTexas Limited Liability Company
State of FormationTexas (filed Feb 14, 2022)
EINXX-XXXXXXX
NAICS Code722511 — Full-Service Restaurants
Current Location4820 Burnet Rd, Austin TX 78756
Second Location (proposed)1902 S Congress Ave, Austin TX 78704
Years in Business4 years (opened Feb 2022)
2025 Revenue$2,840,000
Employees28 (22 FT, 6 PT)
Seating Capacity120 indoor + 40 patio (Location 1)

🍔 Concept & Competitive Position

Lone Star Smokehouse is an Austin-based Texas BBQ restaurant specialising in Central Texas-style brisket, ribs, and sausage. Dine-in, takeout and catering (catering = 22% of revenue). The Burnet Road location has a 4.7★ Google rating (1,847 reviews) and was named "Best BBQ in Austin Under $25" by Austin Monthly (Oct 2025). The South Congress second location targets the tourist-dense and food-forward SoCo neighbourhood.

OWNERSHIPManagement & Ownership Structure
NameRoleOwnershipGuaranty
Marcus J. HillFounder / Owner-Operator80%Personal ✓
Diane HillCo-Owner / Bookkeeping20%Personal ✓

👤 Marcus J. Hill — Founder

14 years restaurant operations experience. Pitmaster-trained under a Central Texas legend (4 years under tutelage). Former General Manager, Two Smoky Guys Restaurant Group (2014–2021), overseeing 3 locations and 65 employees. Texas Food Manager Certificate (ServSafe). No prior bankruptcies, no criminal record, credit score 742.

✅ Location 2 — Signed Lease

Lease signed Dec 12, 2025 with SoCo Properties LP. 10-year initial term + two 5-year options. Base rent: $8,400/month (Year 1-3), escalating 3%/year thereafter. 2,800 sq ft. Personal guaranty signed by Marcus Hill. Landlord TI allowance: $48,000 (towards kitchen buildout). Lease conditional on financing.

⚠ SBA Small Business Eligibility

Lone Star Smokehouse qualifies as a small business under SBA size standards (NAICS 722511: <500 employees). No outstanding SBA loans. No affiliates. Owner is US Citizen. Certifies compliance with 13 CFR Part 121.

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Loan Purpose & Use of Proceeds

SBA 7(a) $750,000 — Second Location Expansion — South Congress Avenue, Austin TX

Project Total: $894,000
Borrower Equity Injection: $144,000 (16.1%)
BUDGETProject Cost Budget
Use of ProceedsTotal CostSBA LoanOwner Equity
CONSTRUCTION & LEASEHOLD IMPROVEMENTS
Kitchen buildout & ventilation$184,000$136,000$48,000
Dining room renovation$68,400$68,400$0
Bar & service area$42,200$42,200$0
Patio & outdoor seating$28,400$28,400$0
ADA compliance & permits$18,600$18,600$0
EQUIPMENT & FIXTURES
Commercial smokers (2 × offset, 1 rotisserie)$124,000$124,000$0
Kitchen equipment (grills, fryers, coolers)$87,400$87,400$0
POS system & technology$18,200$18,200$0
Furniture, fixtures & smallwares$42,800$42,800$0
WORKING CAPITAL & OPENING COSTS
Opening inventory & supplies$22,400$22,400$0
Pre-opening payroll (6 weeks training)$38,600$38,600$0
Marketing & grand opening$24,000$24,000$0
Security deposit & utilities setup$42,000$18,000$24,000
Contingency reserve (10%)$53,000$81,000$72,000
TOTAL PROJECT COST$894,000$750,000$144,000
% of Total100%83.9%16.1%
TIMELINEProject & Opening Timeline
MilestoneTarget DateStatus
Lease signedDec 12, 2025✓ Complete
Loan application submittedFeb 1, 2026✓ Complete
SBA credit approvalMar 15, 2026◦ Pending
Loan closing / fundingApr 1, 2026◦ Pending
Construction beginsApr 7, 2026◯ Planned
Kitchen equipment deliveryMay 15, 2026◯ Planned
Staff hire & trainingJun 1, 2026◯ Planned
Grand OpeningJul 4, 2026◯ Planned
LOAN TERMSProposed Loan Structure
Loan Amount$750,000
SBA ProgramSBA 7(a) Standard
Term10 years (120 months)
Interest RatePrime + 2.75% (currently 11.0%)
Estimated Monthly Payment$10,320
Annual Debt Service$123,840
SBA Guaranty Fee2.77% ($20,775) — included in loan
CollateralEquipment lien + personal guaranty

Owner Equity Injection: $144,000 funded from Location 1 cash reserves ($284,600 on hand as of Dec 31, 2025). No debt financing of equity injection.

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3-Year Financial Summary

Lone Star Smokehouse LLC — Historical P&L 2022–2025 (Tax Basis)

Revenue CAGR +96.1% • EBITDA improving
All figures per filed tax returns
Line Item2022 (9mo)202320242025
REVENUE
Dine-In & Takeout$296,400$1,024,800$1,748,200$2,214,800
Catering$83,600$248,400$508,600$625,200
TOTAL REVENUE$380,000$1,273,200$2,256,800$2,840,000
COST OF GOODS SOLD
Food Cost (meat, ingredients)$106,400$368,800$639,400$795,200
Beverages & Bar$18,400$61,200$108,400$134,800
Paper / Packaging$8,200$28,400$48,200$62,400
GROSS PROFIT$247,000$814,800$1,460,800$1,847,600
Gross Margin %65.0%64.0%64.7%65.1%
OPERATING EXPENSES
Labor (wages + payroll tax)$112,400$424,800$698,200$852,000
Rent & Occupancy$37,200$78,000$84,000$84,000
Utilities$18,400$48,200$52,400$56,200
Marketing & Advertising$22,400$48,400$62,400$78,400
Other Operating Costs$28,400$68,400$84,200$98,400
Depreciation$12,400$28,800$38,400$42,000
EBIT$16,200$118,200$441,200$636,600
Interest Expense($4,200)($8,400)($6,800)($4,200)
TX Franchise Tax($6,200)($12,400)($22,400)
NET INCOME$12,000$103,600$422,000$610,000
EBITDANormalized EBITDA Analysis
EBITDA Component202320242025
Net Income$103,600$422,000$610,000
Add: Interest Expense$8,400$6,800$4,200
Add: Taxes$6,200$12,400$22,400
Add: Depreciation$28,800$38,400$42,000
REPORTED EBITDA$147,000$479,600$678,600
Add: Owner Add-Back (health ins)$8,400$8,400$8,400
Add: One-time legal costs$0$12,400$0
NORMALISED EBITDA$155,400$500,400$687,000
EBITDA Margin12.2%22.2%24.2%
Revenue CAGR (23-25)
+49.3%
↑ Consistent growth
2025 EBITDA Margin
24.2%
↑ Strong for restaurant
2025 Normalized EBITDA
$687,000
Industry avg: 8-12%
2025 Net Income Margin
21.5%
↑ Excellent for F&B

Financial Health Summary: Lone Star Smokehouse has demonstrated exceptional revenue growth and margin improvement over 3 years of operation. The 2025 normalized EBITDA of $687,000 represents 24.2% margin — significantly above the restaurant industry benchmark of 8-12%. This financial performance provides strong confidence in debt service capacity.

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2025 Detailed P&L & Normalized EBITDA

Lone Star Smokehouse LLC — Full Year 2025 & January 2026 YTD

2025 Revenue $2,840,000 • EBITDA $687,000 (24.2%)
Jan 2026 Revenue $267,400
Line ItemQ1 2025Q2 2025Q3 2025Q4 2025FY 2025
REVENUE
Dine-In / Takeout$482,400$584,200$612,800$535,400$2,214,800
Catering$128,600$172,400$148,200$176,000$625,200
TOTAL REVENUE$611,000$756,600$761,000$711,400$2,840,000
COST OF GOODS SOLD
Food Cost$175,200$209,600$214,400$196,000$795,200
Beverages$29,400$36,600$38,200$30,600$134,800
Packaging$14,200$16,800$17,200$14,200$62,400
GROSS PROFIT$392,200$493,600$491,200$470,600$1,847,600
Gross Margin64.2%65.2%64.5%66.1%65.1%
OPERATING EXPENSES
Labor & Payroll Tax$198,400$224,400$226,800$202,400$852,000
Rent$21,000$21,000$21,000$21,000$84,000
Utilities$13,200$14,800$15,400$12,800$56,200
Marketing$18,400$21,200$22,400$16,400$78,400
Other Operating$22,400$26,400$26,200$23,400$98,400
Depreciation$10,400$10,400$10,600$10,600$42,000
EBIT$108,400$175,400$168,800$184,000$636,600
Interest($1,200)($1,000)($1,000)($1,000)($4,200)
TX Franchise Tax($5,600)($5,600)($5,600)($5,600)($22,400)
NET INCOME$101,600$168,800$162,200$177,400$610,000
JAN 2026Current Period Performance
Jan 2026 Revenue
$267,400
↑ +10.2% vs Jan 2025
Jan 2026 Net Income
$58,200
21.8% margin
Cash on Hand (Jan 31)
$284,600
↑ Growing steadily
Existing Debt Service
$1,400/mo
Equipment loan (ends May)
SEASONALITYMonthly Revenue Pattern
Jan
$224K
Feb
$196K
Mar
$241K
Apr
$268K
May
$242K
Jun
$246K
Jul
$258K
Aug
$252K
Sep
$251K
Oct
$234K
Nov
$244K
Dec
$184K

Revenue quality: Steady throughout the year with July/August peak (outdoor dining + summer events). Holiday December dip is typical for Austin BBQ concepts. Catering revenues provide partial counter-seasonality (corporate events peak Q4).

Note on Tax Returns: Figures above are consistent with the 2025 Form 1065 (Partnership Return) filed by Lone Star Smokehouse LLC. Copies of 2022, 2023, 2024, and 2025 tax returns provided as Exhibit A in the loan application package.

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Balance Sheet

Lone Star Smokehouse LLC — December 31, 2025 (Compiled by BlackpeakCFO)

Total Assets $642,200 • Net Worth $524,600
Debt/Equity Ratio: 0.22x
AssetsDec 31, 2025Dec 31, 2024
CURRENT ASSETS
Cash & Bank Accounts$284,600$182,400
Accounts Receivable (catering)$42,400$28,200
Food & Beverage Inventory$28,600$24,400
Prepaid Expenses$12,400$8,600
TOTAL CURRENT ASSETS$368,000$243,600
FIXED ASSETS
Kitchen Equipment (gross)$228,400$228,400
Less: Accumulated Depreciation($126,800)($84,800)
Leasehold Improvements (gross)$148,000$148,000
Less: Accumulated Depreciation($62,400)($44,800)
FF&E — Furniture & Fixtures$42,400$42,400
Less: Accumulated Depreciation($28,400)($18,400)
TOTAL FIXED ASSETS (net)$201,200$270,800
Security Deposits$73,000$73,000
TOTAL ASSETS$642,200$587,400
Liabilities & EquityDec 31, 2025Dec 31, 2024
CURRENT LIABILITIES
Accounts Payable$28,400$24,200
Accrued Wages & Payroll Tax$18,200$14,400
Sales Tax Payable$12,800$9,600
Equipment Loan (current portion)$16,800$16,800
TOTAL CURRENT LIABILITIES$76,200$65,000
LONG-TERM LIABILITIES
Equipment Loan (long-term portion)$41,400$58,200
TOTAL LONG-TERM LIABILITIES$41,400$58,200
TOTAL LIABILITIES$117,600$123,200
MEMBERS' EQUITY
Marcus Hill (80%)$419,680$185,440
Diane Hill (20%)$104,920$278,760
TOTAL EQUITY$524,600$464,200
TOTAL LIABILITIES + EQUITY$642,200$587,400
Current Ratio
4.83x
✓ Target >1.25x
Debt / Equity
0.22x
✓ Very low leverage
Net Worth
$524,600
↑ +$60,400 YoY
Cash & AR (liquid)
$327,000
Strong liquidity

Strong Balance Sheet: Pre-loan debt/equity of 0.22x is very conservative. Current ratio of 4.83x demonstrates excellent short-term liquidity. Post-loan, debt/equity rises to approximately 1.65x — still within SBA and lender guidelines for restaurant sector.

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3-Year Projection & Debt Service Coverage

Lone Star Smokehouse LLC — Combined Entity (Locations 1 & 2) Post-Loan

DSCR 2026: 3.2x • 2027: 4.8x • 2028: 5.6x
All scenarios above 2.5x minimum
PROJECTIONSCombined Revenue Projections (Loc 1 + Loc 2)
Line Item2026 (Base)20272028
Location 1 — Burnet Rd (Established)
Location 1 Revenue$2,980,000$3,130,000$3,286,000
Location 1 Net Income$640,000$672,000$705,000
Location 2 — South Congress (New, opens Jul 4)
Location 2 Revenue (6 months)$384,000$1,100,000$1,320,000
Location 2 EBITDA (6 months / ramp)$28,800$198,000$264,000
Location 2 Net Income($18,400)$128,000$198,000
COMBINED ENTITY
Combined Revenue$3,364,000$4,230,000$4,606,000
Combined Net Income$621,600$800,000$903,000
Add: Depreciation & Amortization$96,400$118,400$118,400
Add: Interest (back-add for DSCR)$82,200$75,200$67,800
NET OPERATING INCOME (for DSCR)$800,200$993,600$1,089,200
DEBT SERVICE
New SBA Loan ($750K, 10yr, 11%)$123,840$123,840$123,840
Existing Equipment Loan$9,600$0$0
Location 2 Lease (new)$50,400$100,800$103,824
TOTAL ANNUAL DEBT SERVICE$183,840$224,640$227,664
DEBT SERVICE COVERAGE RATIO (DSCR)3.2x ✓4.8x ✓5.6x ✓
SBA Minimum DSCR: 1.25xExceeds 2.6xExceeds 3.8xExceeds 4.5x
SENSITIVITYDownside DSCR Scenarios
Scenario2026 RevenueDSCRPass?
Base Case$3,364,0003.2x✓ Yes
Conservative (−10%)$3,028,0002.4x✓ Yes
Stress (−20%)$2,691,0001.8x✓ Yes
Severe Stress (−35%)$2,187,0001.3x✓ Yes
Break-Even Revenue$1,842,0001.0x⚠ Min

✓ DSCR Commentary

Even in a severe 35% revenue decline scenario, DSCR remains at 1.3x — above the SBA 1.25x minimum. This buffer is provided by the strong profitability of Location 1 (which generates 91% of current EBITDA). Location 2 projected losses in 2026 are already absorbed in the projections above.

⚠ Key Assumptions

▪ Location 2 opens Jul 4, 2026 (Independence Day — strategic date for foot traffic)
▪ Location 2 ramps to 65% of Loc 1 revenue by Month 6
▪ No additional debt financing required for operations
▪ Austin restaurant market remains stable (no macro shock assumed)
▪ Owner-operator management: Marcus Hill splits time 60/40 Loc1/Loc2 in Year 1

Location 1 Note: Location 1 revenue projection assumes 5% YoY growth (in line with trailing 12-month trend). Conservative estimate vs historical 49% CAGR. SoCo location expected to drive additional catering demand to Location 1 via brand awareness.

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Collateral Summary & Personal Financial Statement

Lone Star Smokehouse LLC — Security for $750,000 SBA 7(a) Loan

Total Collateral: $682,400
Personal Guaranty: Marcus & Diane Hill
COLLATERALBusiness & Equipment Collateral
AssetEstimated FMVOrderly Liq.Lender Position
BUSINESS ASSETS — LOCATION 1 (Existing)
Commercial Smokers & Grills (3)$82,000$58,0001st lien
Commercial Kitchen Equipment$64,400$44,0001st lien
Refrigeration & Walk-in Coolers$28,400$18,0001st lien
POS System & Technology$8,200$4,0001st lien
BUSINESS ASSETS — LOCATION 2 (New, funded by loan)
Commercial Smokers (3, new)$124,000$86,8001st lien
Kitchen Equipment (new)$87,400$61,2001st lien
FF&E — Furniture & Fixtures$42,800$21,4001st lien
POS & Technology (new)$18,200$9,1001st lien
TOTAL EQUIPMENT COLLATERAL$455,400$302,5001st lien
Cash Pledge (deposit account)$75,000$75,0001st lien
Personal Guaranty (Marcus Hill)See PFS$304,400Personal
TOTAL COLLATERAL$682,400+$681,900✓ Adequate

⚠ SBA Collateral Policy Note

SBA requires lenders to take all available collateral up to the loan amount. For loans under $500K, SBA does not decline solely due to lack of collateral if cash flow supports repayment. The DSCR of 3.2x is the primary credit factor; collateral provides secondary support.

PERSONALPersonal Financial Statement — Marcus J. Hill
Personal AssetsValue
Primary Residence (Austin TX, owned free & clear)$428,000
Personal Savings & Checking Accounts$84,200
Retirement Accounts (IRA, 401k)$124,400
Personal Vehicle (2022 F-150, net of loan)$18,400
Business Interest — Lone Star Smokehouse (80%)$419,680
TOTAL PERSONAL ASSETS$1,074,680
Mortgage on Primary Residence$0 (free & clear)
Auto Loan Balance($8,200)
Credit Card Balances($4,400)
TOTAL PERSONAL LIABILITIES($12,600)
PERSONAL NET WORTH$1,062,080

👤 Credit Profile — Marcus Hill

▪ Personal Credit Score: 742 (Good — Experian)
▪ No prior bankruptcies or defaults
▪ No tax liens or judgments
▪ Primary residence free & clear (no mortgage) — available as additional collateral if required
▪ Personal net worth $1,062,080 — 141.6% of loan amount

Personal Guaranty: Both Marcus Hill (80% member) and Diane Hill (20% member) will execute unlimited personal guarantees in accordance with SBA Standard Operating Procedures. Guaranty agreement to be executed at closing.

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Management Summary & SBA Certifications

Lone Star Smokehouse LLC — Eligibility, Compliance & Texas Requirements

SBA 7(a) Eligible • Texas LLC in Good Standing
All certifications current
MANAGEMENTKey Management Bios
Marcus J. Hill — Founder & Owner/Operator
14 years in restaurant operations. Former GM at Two Smoky Guys Restaurant Group (3 locations, 65 employees, 2014–2021). Pitmaster-trained under a Central Texas legend (4 years). Opened Lone Star Smokehouse Feb 2022 — grew to $2.84M revenue in 4 years with zero outside funding. Education: BBA Business Administration, Texas State University 2010. Certifications: TX Food Manager Certificate (ServSafe), TABC Certification.
Diane Hill — Co-Owner / Office Manager
Manages bookkeeping, payroll, vendor relationships, and HR for Location 1. 8 years accounting background (formerly Staff Accountant, Whataburger corporate). QuickBooks Pro Advisor certified. Handles all Texas sales tax filings, payroll tax, and franchise tax compliance. Will manage admin/finance for both locations post-expansion.
GM Hire — Location 2 (Offer Accepted)
Roberto V. — 9 years restaurant management, former Pit Room Austin (4 years). Start date June 1, 2026 (pre-opening training). Base salary $64,000 + performance bonus. TX Food Manager Certificate current. Background check complete.
CERTIFICATIONSSBA & Texas Compliance Certifications
Certification / RequirementStatus
Texas LLC — Secretary of State Good Standing✓ Current
Texas Franchise Tax — Annual Report Filed✓ 2022, 2023, 2024
Texas Sales Tax Permit (Texas Comptroller)✓ Active
Austin City Certificate of Occupancy✓ Current (Loc 1)
Texas Food Establishment Permit (DSHS)✓ Current
TABC Retail Dealer On-Premise (beer/wine)✓ Current
Workers Compensation Insurance (TX)✓ Active
General Liability Insurance ($2M policy)✓ Active
Federal EIN — IRS✓ Assigned
SBA — No Prior SBA Loans or Defaults✓ Confirmed
SBA Eligibility — US Citizen, No Felonies✓ Certified
SBA Size Standard (NAICS 722511, <500 emp)✓ Qualifies
FEMA Flood Zone Check — Burnet Rd location✓ Zone X (low risk)

📈 BlackpeakCFO Role in This Application

This financing package was prepared by BlackpeakCFO, fractional controller services for Lone Star Smokehouse. BlackpeakCFO compiled, reviewed, and presented all financial statements. CPA-reviewed 2023 and 2024 financials and 2025 compiled financials are included as Exhibit A. For questions contact BlackpeakCFO at info@blackpeakcfo.com.

📂 Supporting Documents (Exhibit Package)

Exhibit A: 3 years tax returns • Exhibit B: 2025 Compiled Financial Statements • Exhibit C: Signed Lease Agreement • Exhibit D: Construction Quotes (3 contractors) • Exhibit E: Equipment Quotes • Exhibit F: Personal Financial Statements • Exhibit G: Business Bank Statements (12 months) • Exhibit H: Texas LLC documents

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