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The Art of SBA Lending

Nov 19, 2019

In this episode, I talk about selling strategy.

- Pitfalls to avoid in the initial stages of selling

- The consultative approach 

The content of this podcast is my own and does not necessarily reflect the views of my employer. 


Nov 12, 2019

In this Episode, I discuss how to pinpoint and embrace your shop's Value Proposition.

- Finding the "intersection" of approvable deals and deals you can win

- Going to market with your shop's credit philosophy in mind

- Specializing and Branding yourself around your Value Proposition 

 

The content of this podcast is my...


Nov 5, 2019

In this episode, I do a deep dive into the SBA pre-approval process, specifically covering the topic of term sheets.

 - Immediate term sheets vs. credit-approved term sheets

SBA Pre-Approval Checklist:

Personal (anyone who owns 20%+)

  • Personal Financial Statement
  • 3 years Personal Tax Returns 
  • Personal Credit...