Replay: SBA Financing for Acquisitions: Review, Updates, and What’s Next with Lisa Forrest

If you’re planning to acquire a business soon, this is the SBA briefing you can’t miss. Join ^redacted‌ of Live Oak Bank —nationally recognized SBA lending leader—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