Lori N. McCausland
Mar 3
When Two Become One, in Three Parts: Part III
(Did you miss parts I and II, reviewing what to focus on before and during a bank merger for SBA 7(a) teams? Part I is here , and part II...
Rebecca Mendoza
Jan 10
Projecting Success - Successfully
For a new business – or any business involving a complete change of ownership – to qualify for a loan, SBA requires fully-documented...
Lori N. McCausland
Jan 9, 2024
SBA publishes new forms – but beware!
Did you notice the new notice? We’d like to draw your attention to the Information Notice SBA released at the end of December (when you...
Rebecca Mendoza
Jun 22, 2022
Make SBA Loan Disbursements Easy (and error-free)!
You’d think disbursing a loan would be easy. Ha. Just when you think you have it down, a Borrower throws a curveball. Loan Disbursement...
Rebecca Mendoza
Apr 27, 2022
Form 1050: Common mistakes and helpful tips
It may not seem like the Form 1050 is all that complicated. But beware! It’s easy to make mistakes, especially when you have a pipeline...