

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

Rebecca Mendoza
Jan 10


Do You AI?
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...

Lori N. McCausland
Dec 11, 2024


Creating “Do What You Do” for Size Standard Analysis
Over the years, our Lender SBA consulting has brought us a lot of questions from clients. And those questions have ratcheted up since...

Rebecca Mendoza
Sep 3, 2024


Lori McCausland: a proud SBA 7(a) Geek
For almost my entire career in banking, new projects were handed to me to learn, build initial processes, and then train everyone else....

Lori N. McCausland
May 14, 2024


An SBA Geek in your Back Pocket?
We pride ourselves on being geeky about SBA 7(a) loans. Sure, some of our friends and family think that’s a little odd, but the simple...

Lori N. McCausland
Apr 12, 2024


SBA Training for Lenders
Have you been staying on top of all the recent changes from SBA? New forms, new SOPs, a veritable snowstorm of notices and white papers –...

Rebecca Mendoza
Apr 5, 2024