OUR BLOG

Lori’s current SBA-geek fun: facilitating a monthly SBA Form 1502 Roundtable, with over 50 participants from 25 different Lenders. From our experience working with clients and from what we hear from Lenders at the Roundtable, there are four primary early-warning signs of SBA Form 1502 reporting trouble. All of them relate to mismatches between Lender and FTA records.

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...

Working capital. We talk about it a lot with our clients during our SBA training sessions. It might be a discussion in one of the lender...