3 SBA SOP rule changes that will Impact Search Funds - Effective January 1, 2018

lender profile

December 22, 2017

by a lender in Yorba Linda, CA, USA

Please send me an e-mail at:  redacted to be invited to our webinar next week.

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 between 10-20% ownership, 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.

20
4
203
Replies
4
commentor profile
Reply by a lender
in Yorba Linda, CA, USA
Invitations for the webinar this Friday at 11 am EST went out this morning. If you want to join the call and did not yet receive an e-mail invite, please e-mail me a request at: redacted I look forward to sharing the rule changes with you all on Friday morning.
commentor profile
Reply by a lender
in Yorba Linda, CA, USA
We are going to schedule another one for next week. Please e-mail me if you'd like to receive an invite to that one.
commentor profile
+2 more replies.
Join the discussion