Combining SBA loans, seller financing, SBIC, and other financing sources

searcher profile

June 11, 2022

by a searcher in Charlotte, NC, USA

Hi Searchers,

I am an experienced entrepreneur, but I have no first hand experience using debt and creative structuring to finance a business acquisition.

I would like to learn more about best practices for creative deal structuring based primarily on debt. The main goal being the least amount of cash out of pocket as possible. Such as SBA 7a 90% + seller note 5% + cash 5%.

Also, I would like to learn more about the "rules" of using the acquired company's cash flow to service the debt.

If any of you have sources that you are willing to share such as books, youtube, people, consultants, finance companies, banks, websites, etc , I would be grateful.

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commentor profile
Reply by a searcher
from University of Rousse in Bulgaria
What's good about SBA is that:

1. It is government backed loan, which a large portion of it is backed by the US Government if you default. However, this applies only to US Citizens only, not permanent residents or illegal aliens

2. You can use SBA to finance the business you are acquiring, but you still have to come up with the remaining 10-15% from an investor, SBA does not finance the 100%. Seller note is another great example, if they are motivated.

3. if you have a signed Stock Purchase Agreement of that business and you acquire not only the assets, but also the shares, you can close that deal with SBA financing, as long as cash flow covers debt service and use the project’s cash flow as collateral for the loan - as if the project / company / business takes that SBA loan and the project's asset's are collateral. This setup is suitable only if you have some track records, otherwise lenders will always ask for personal guarantee. Once you have that track record, personal guarantee is not needed and unsecured loans are more favourable. It's a about relationship banking. It is all negotiable.
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Reply by an intermediary
from The University of Chicago in Chicago, IL, USA
SBA financing is available for both an Asset purchase and Stock purchase. You can structure 90/5/5 for either. with SBA financing. 90 can be SBA loan only or SBA loan and Seller Note; 5 is investor equity, and the second 5 is seller note in standby position behind SBA.. , PG is required by all owners who own 20% or more equity. There has to be at least one person with 20% ownership. SBA does not allow contingent payment, and limits seller involvement to maximum of 12 months.
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