Jordan A. Sample

Supportable purchase price

$4,145,922

Financial capacity verified

Own fundsBalances read from the account holder's own institutions, and from statements they uploaded · Figures dated Aug 24, 2026$2,145,922
Verified balances$2,682,403
Available now
Cash and marketable securities. Wire-ready.
Brokerage ····5151Ridgeway Securities
$1,943,712
How this figure was established
Account number
Last four digits 5151, as reported by the institution.
How it was read
Read directly from the institution through FundStamp's data provider. The connection was closed once the balance was taken; no ongoing access is retained.
Checking ····4412First Meridian Bank
$138,406
How this figure was established
Account number
Last four digits 4412, as reported by the institution.
How it was read
Read directly from the institution through FundStamp's data provider. The connection was closed once the balance was taken; no ongoing access is retained.
Available now$2,082,118
Available in 2 to 4 weeks
Retirement and similar accounts. The money is rolled over or withdrawn before it can be sent, and each line says which.
Traditional IRA ····5152Ridgeway Securities
$417,835
How this figure was established
Account number
Last four digits 5152, as reported by the institution.
How it was read
Read directly from the institution through FundStamp's data provider. The connection was closed once the balance was taken; no ongoing access is retained.
Stated by the account holder
Did you inherit this account from someone who died?
No
Counted as available later. The holder states it was not inherited, so the rollover restriction on inherited retirement accounts does not apply.
401(k) ····3355Empower Retirement
$182,450
The amount shown is the vested portion the account holder stated, not the account's balance. Only vested money can be moved.
How this figure was established
Account number
Last four digits 3355, as printed on the document.
The document
A PDF of 2 pages, which was read as text.
Accounts in it
The document named 1 account; a reading that missed any would have been refused.
Uploaded
August 25, 2026 at 10:42 AM
Statement period ends
August 24, 2026
Name printed on it
Jordan A. Sample
The file itself
Deleted. FundStamp read the file and destroyed the file, keeping only the figures, the details above, and the sentence each figure was quoted from. That sentence is our own record of where the number came from and is not published: the account holder chose not to share the statement.
Stated by the account holder
Have you left the employer that sponsors this plan?
Yes
Counted as available later. A plan at an employer the holder has left can be rolled over.
How much of this balance is vested?
$182,450
Counted at the vested $182,450, not the plan's $261,300 balance. Only vested money can be moved.
Available in 2 to 4 weeks$600,285
Confirmed available$2,682,403
Less 20% kept back for closing costs, working capital and living expenses($536,481)
Toward a purchase$2,145,922
Lender· SBA 7(a) loanRead from the letter, which you can download · Dana Whitfield · First Coastal Bank · Sep 19, 2026$1,500,000
“First Coastal Bank has pre-approved Jordan A. Sample for an SBA 7(a) loan of up to $1,500,000 for the acquisition of an operating business, subject to satisfactory completion of due diligence.”
First Coastal Bank · Sep 19, 2026
Download the letter
This letter was supplied by the account holder. FundStamp read the figure off it and located the sentence it appears in, and has not contacted the issuer or assessed whether the document is genuine.
Equity investorConfirmed by the named party · Ray Okonkwo · Okonkwo Holdings · Sep 18, 2026Confirmed from an address at okonkwoholdings.comRay Okonkwo confirmed this commitment directly. FundStamp did not read their balances.Would sign a personal guarantee$500,000
What Ray Okonkwo confirmed
The money
Form of the money: Equity
The figure is the most they would put in for the right deal, not a figure committed to every deal
SBA
Would sign a personal guarantee if the lender requires one
Has funded an SBA change-of-ownership deal before
Is a US citizen or lawful permanent resident
This investor and this buyer
Has invested with the buyer before
What they would not require
Would not take control
What they would do next
Would provide a support letter at LOI, on their own authority
Any such letter would state they reviewed the business
Willing to speak with the broker
Willing to speak with the lender
“I backed Jordan on their last acquisition and I am committing $500,000 to this one, up to $1,000,000 for the right business. I will sign a personal guarantee if the lender asks, and I am happy to speak with either of you.”

Verification sourceConnected financial institutions, and uploaded account statements

Account data providerPlaid, on a real verification

What was verifiedSign-in access to the connected accounts, and the balances printed on the uploaded statements

NameThe name on the uploaded statements matches the name on this page.
The name was supplied by the account holder and was not verified by Plaid.

Figures datedAug 24, 2026 to Sep 20, 2026

StatusActive

Available now

Available in 2 to 4 weeks

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