Encore: 3 SBA SOP Rule Changes that Impact Search Funds - Effective Jan. 1

lender profile

December 30, 2017

by a lender in Yorba Linda, CA, USA

Please send me an e-mail at: redacted to be invited to our 2nd Webinar scheduled for Wednesday, January 3rd at 11 am EST.

Learn the key rule changes you will need to know to be able to structure SBA-eligible deals:

1. How to calculate the 10% equity requirement (which is based on total project cost, not enterprise value alone);

2. How to use increased flexibility for Seller Note structure/terms;

3. New requirement to test the liquidity of investors owning 10% or >.  Learn how to calculate and ensure your investor structure will not make your deal ineligible for SBA.

We will have a short presentation, and plenty of time for Q&A. We look forward to speaking with all who are interested in this timely information.



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commentor profile
Reply by a lender
in Yorba Linda, CA, USA
For anyone who missed it, I recorded the 2nd session and can send the link to you if you send me an e-mail requesting it: redacted
commentor profile
Reply by a searcher
from University of Toledo in Shaker Heights, OH, USA
Great info Heather, all should view the webinar in my opinion.
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