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