VIRTUAL
meetup
Second Annual SBA Financing for Acquisitions: Review, Updates, and What’s Next with Lisa Forrest
·
Virtual event
If you’re planning to acquire a business soon, this is the SBA briefing you can’t miss.
Join ^redacted of Northwest Bank - for a practical, insider’s look at what’s changed, what’s working, and what’s coming next in SBA financing for business acquisitions.
In this action-oriented session, Lisa will break down:
- The latest SBA rule changes and how they impact ETA, searchers, and acquisition entrepreneurs
- What lenders are prioritizing now: cash flow, collateral, equity injections, seller notes, and deal structure
- Current approval timelines, rates, and how to position your deal to close
- Common pitfalls in diligence and underwriting (and how to avoid them)
- What’s ahead for 7(a) and 504 programs, and how to plan your capital stack accordingly
Who should attend:
- Acquisition entrepreneurs and self-funded/partnered searchers
- CEOs and operators considering a second acquisition or tuck-in
- Brokers, M&A advisors, CPAs, and attorneys supporting lower middle market deals
- Owners planning to sell who want to understand buyer financing dynamics
Why this matters now:
- Market conditions, interest rates, and lender appetites are shifting—smart buyers are adapting their structures
- Recent SBA guidance opens new opportunities (and introduces new scrutiny) for acquisition deals
- Competitive processes reward prepared buyers who can communicate bank-ready deals
Guest Speaker:
^redacted is the Business Development Officer at Northwest Bank, with nearly 40 years of experience in small-business and SBA lending.
She specializes in financing for entrepreneurship through acquisition (ETA) and brings a fresh voice to the field.
If your considering an acquisition - now or in the future, Lisa offers diligence resources and materials to help you prepare for SBA bank financing.
A recognized community builder in ETA, she regularly hosts searcher and SMB networking events and mentors emerging acquirers.
Event Type:
meetup
Format:
Virtual
Start Time:
Duration:
1 hr