October 12, 2018

I had the pleasure to be a guest on the Life After Business Podcast with Ryan Tansom. I recommend following his Podcast, he covers some excellent topics!   https://www.gexpcollaborative.com/podcast/

Podcast Notes

Welcome to the first episode of my three-part series...

October 23, 2017

Learn all about the latest SBA requirements regarding business valuations for 7(a) loans!

September 29, 2017

I had a wonderful time being a guest speaker on business valuations at the 2017 Minnesota SBA Lenders Conference. The commercial lenders in the room had great questions! One particular question was the process of assigning goodwill. 

Per the SBA SOP 50 10 5(I) pg. 114 -...

February 3, 2017

In order for the individual performing the business appraisal to identify the scope of work appropriately, the business appraisal must be requested by and prepared for the lender. The scope of work should identify whether the transaction is an asset purchase or stock p...

January 16, 2017

As a small business owner, I directly work with commercial lenders providing valuation services for SBA 7(a) loan purposes. The 7(a) Loan Program is SBA’s primary program for helping start-up and existing small businesses access capital. I also recently had the opportu...

December 5, 2016

The new SBA SOP 50 10 5 (I) was released on November 22, 2016 with a effective date January 1, 2017.

There was little to no changes to the business valuation requirements. Here is a summary of those requirements -

Business Appraisal Requirements – Change of Ownership

  • ...

November 16, 2016

The Saturday after Thanksgiving, November 29th, the national spotlight will turn on an often overlooked engine of our country’s economic growth: small businesses.

Small businesses, or those with less than 500 employees, now comprise 99% of all U.S. employer firms. Over...

October 31, 2016

I’ll figure it out when I’m ready to retire, which is the day after never …. That is the response we get from small business owners when we ask how much their business is worth.

The wealth of nearly two-thirds (70%) of all small business owners is tied up in their busin...

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