SEPTEMBER WAS A BLUR.....
SEPTEMBER WAS A BLUR! SBA SOP overhaul? ✔️ Huge shoutout to all our colleagues AND competitors who kept us all informed through the continuing changes. What we've been up to: 🛜 Educating our clients with our continuing WEEKLY LIVE POWER HOUR on All Things SBA with a deep dive into SOPredactedExhibit 15. See SF.COM UPCOMING EVENTS for our ongoing links to register. 📉 Shagging down PLP numbers for clients whose deals needed structures fitting the pre–October 1 rules. ✍️ CLOSING LOANS. Lots of them. End of month + end of quarter + SBA fiscal year-end = let’s just say September was PRODUCTIVE helping our next generation of business owners acquire! 🎤 Four summer webinar series sessions covering: • DealPort — deal flow & acquisition platforms ^redacted‌ Robert Masiello • NaviTrust — specialty trades, licensing & recruiting Clark Cotterell • Ink Insurance — Personal Guarantee insurance ^redacted‌ • 7(a)/504 Decoupling with Prox Capital @redacted‌@redacted‌ Kimberly Holley Want the decks? Email us: redacted redacted 🎙️ We taped a couple of podcasts that will be hitting the airwaves soon: John Martinka’s Getting the Deal Done ^redacted‌ M&A Launch Pad ^redacted‌ ^ ✈️ Fall conference travel + Happy Hour PLANNING — with lots more coming this week as ^redacted‌ and I share registration links for our upcoming in-person events, conference plans, and plenty of ways to connect in person. WHEW. ? And honestly? We’re more energized than ever. Stay tuned. It’s going to be a busy fall. 🚀