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The SBA Changed Their Rules Again with Lisa Forrest

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Manage episode 383598891 series 2864315
Content provided by John & Jessica Martinka and Jessica Martinka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John & Jessica Martinka and Jessica Martinka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Third time is the charm! Normally Lisa joins me in Q1 to discuss SBA changes, lending practices, and the market. With the SBA just having released their third update this year (plus one backroom one) Lisa is back. We discuss:

  • Majority stock purchases (seller retains some shares) with an SBA loan.
  • New minimum buyer equity injection rules (scary to think some banks will lend to buyers who don't have any money).
  • What Live Oak Bank is seeing in the market.
  • Other loan types for lower middle market buy-sell deals.

Lisa is always super informative and entertaining. Give a listen and you'll learn a lot about SBA and other business acquisition loans.

John Martinka
Jessica Martinka
Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

  continue reading

129 episodes

Artwork
iconShare
 
Manage episode 383598891 series 2864315
Content provided by John & Jessica Martinka and Jessica Martinka. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John & Jessica Martinka and Jessica Martinka or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Third time is the charm! Normally Lisa joins me in Q1 to discuss SBA changes, lending practices, and the market. With the SBA just having released their third update this year (plus one backroom one) Lisa is back. We discuss:

  • Majority stock purchases (seller retains some shares) with an SBA loan.
  • New minimum buyer equity injection rules (scary to think some banks will lend to buyers who don't have any money).
  • What Live Oak Bank is seeing in the market.
  • Other loan types for lower middle market buy-sell deals.

Lisa is always super informative and entertaining. Give a listen and you'll learn a lot about SBA and other business acquisition loans.

John Martinka
Jessica Martinka
Contact us via either website or give us a call and be sure to check out our videos
https://nokomisadvisory.com/
https://www.martinkaconsulting.com/
https://www.youtube.com/c/JohnAMartinka/videos
425-515-4903

  continue reading

129 episodes

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