Many SBA Borrowers provide equity injection in the form of qualified rollovers of their existing 401(k), profit sharing plan or other qualified retirement account (collectively referred to herein as QRAs).…

When financing the purchase of a business, one of the most important pieces of due diligence that a lender collects is the purchase agreement. Most lenders review a purchase agreement…

Before, during and after the commitment phase on any loan, your client will undoubtedly have numerous questions about the process, costs, and time-frame for closing the loan. One common question…

One of the most important bankruptcy concepts that a lender needs to understand is so-called “cash collateral.” The term cash collateral has a specific meaning in bankruptcy and there are…

Nowadays we live in a fast-paced world where everyone wants everything done yesterday. There is no exception for lenders and their clients who want their loans closed as quickly as…

At a recent conference, I met several traditional lenders that expressed interest in SBA lending, but they did not know where to get started. A great place to start is…