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:
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🎙️ 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. 🚀