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

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