Oct 6, 2026 | SBA Loans, Success Stories
EXECUTIVE SUMMARY During SBA acquisition underwriting, a few long-time customers fell away, forcing two buyers to renegotiate the purchase price before closing. The buyers then stepped in and salvaged those customer relationships before taking ownership. We helped...
Sep 17, 2026 | SBA Loans, Success Stories
EXECUTIVE SUMMARY: A restaurant acquisition faced a valuation that came in low, about $100,000 below the negotiated selling price, but the buyer, seller, lender, brokers, and attorneys worked together to restructure the deal and keep it alive. Our client was a veteran...
Jun 30, 2026 | SBA Loans, Success Stories
EXECUTIVE SUMMARYA long-time fitness consultant used a $1.2M SBA loan structure to purchase a well-known franchise fitness center in the Northeast and finally step into ownership. This long-time fitness consultant never got to call the shots. He knew the business. He...
May 23, 2026 | Mergers and Acquisitions, SBA Loans, Success Stories
EXECUTIVE SUMMARY: An electrical business acquisition was stuck because the buyer did not have the required license to operate the company. The SBA loan moved forward after the buyer secured a two-year employment agreement with the company’s licensed manager, giving...
May 21, 2026 | SBA Loans, Success Stories
EXECUTIVE SUMMARY: A Midwest woodworking company was acquired through a $5.3M purchase with $350K in working capital after another bank would not structure the deal to close. The final structure included a $3.8M SBA 7(a) loan, seller note, standby note, and buyer...
Mar 26, 2026 | SBA Loans, Success Stories
EXECUTIVE SUMMARY: A Midwest country store and restaurant sale required a fast closing due to ownership transition, and a $1.95M acquisition loan got it done despite external delays. The Situation The owner of this Midwest country store and restaurant had passed away....
