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(Did you miss parts I and II, reviewing what to focus on before and during a bank merger for SBA 7(a) teams? Part I is here , and part II...

Part I of our series on how to handle the SBA portfolio during a merger – discussed what you need to do before the merger: assessing the...

Mergers are seldom easy, no matter what industry you’re in. Bank mergers, with all the associated regulations and financial...

Banks have a deserved reputation of being traditionalists, slow to adopt new technologies and often bound up in “how we’ve always done it...

For a new business – or any business involving a complete change of ownership – to qualify for a loan, SBA requires fully-documented...

As always, there was a lot to digest at the 2024 NAGGL conference.  And as part of our SBA lender consulting services we spent some time...

SBA is releasing what they’re referring to as a “modernized” Form 1502 and filing process – and yes, it’s a definite improvement over the...

Is AI taking over the world? Listening to some people, you might think so. But – slow down! Not so fast. We were fortunate to attend a...

Hard to believe, but we’re well into the fourth – and final! – quarter of the year. So there’s a lot going on, not the least of which is...

Underwriting SBA loans requires attention to details, skill, and experience. As part of our lender consulting services , we routinely...