Franchise Certification Extended to Dec 31, FTA Guidehouse New Address Effective August 18
July 29, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday: Franchise Certification Extended to Dec 31, FTA Guidehouse New Address Effective August 18 Franchise Certification Extended to Dec 31 A couple of SBA housecleaning announcements. For Franchise Brands that were listed on the SBA Franchise Directory as of May 2023, SBA has decided to…
Read MoreLeverage ChatGPT to Analyze SBA Collateral and Write Professional Credit Memo Narratives — Webinar 9/4
A Coleman Webinar Date: Thursday, September 4 Time: 2:00 p.m. Eastern Includes e-certification & recording The Problem with SBA Collateral Analysis SBA 7(a) collateral analysis and narrative preparation remain time-consuming, error-prone, and inconsistent across underwriting teams. With the new SBA SOP 50 10 8, lenders face expanded requirements for collateral valuation, lien documentation, and narrative…
Read MoreSBA $10 Million Loan Cap Passes Committee, Moves to Full Senate Vote
July 28, 2025 Bob ColemanFounder & Publisher Main Street Monday: SBA $10 Million Loan Cap Passes Committee, Moves to Full Senate Vote The Senate Small Business & Entrepreneurship Committee has given bipartisan approval to a bill that known as the Made in America Manufacturing Finance Act (S. 1555) — the legislation proposes raising the loan…
Read MoreSBA Insurance Compliance Under SOP 5010 8: The Top 15 Requirements for Underwriters and Closers — 8/13
A Coleman Webinar Date: Wednesday, August 13, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Ensure Your Underwriters and Closers Get It Right – From Credit Memo to ClosingStep-by-Step Training on the 15 Required Insurance Coverages in the New SOPCancellation Strategies — Documenting Force Place or Waiver The updated SBA SOP 5010 8 introduces…
Read MoreKris Roglieri’s Asset Liquidation Yields Minimal Recovery
July 25, 2025 Bob ColemanFounder & Publisher Fraud Friday: Kris Roglieri’s Asset Liquidation Yields Minimal Recovery Kris Roglieri remains in jail following his May 2024 arrest on fraud charges and allegations of threatening FBI agents. His bond was revoked, and after moving through several attorneys, he’s now represented by public defenders. The court has set…
Read MoreKerri Agee & Banc-Serv Reporting
Fraud Friday — KERRI AGEE Sentenced to 5 years 8 months in Federal Prison (December 2021) FLASH: KERRI AGEE Facing 8 Years In Prison — Sentencing Next Thursday (December 2021) C-Suite Wednesday – First Three Witnesses at Stand During Kerri Agee Trial (July 2021) Fraud Friday- “They Got Us” Banc-Serv’s Kerri Agee’s Trial Starts July…
Read MoreMovers & Shakers: Rogers, DeMascole, Suarez, & Gregoire Start New Positions
July 24, 2025 Bob ColemanFounder & Publisher Movers & Shakers: Rogers, DeMascole, Suarez, & Gregoire Start New Positions Dan Rogers Starts as VP SBA Business Development Officer at First Port City Bank Dan Rogers has started as Vice President and SBA Business Development Officer at First Port City Bank, where he specializes in providing SBA…
Read MoreA Coleman Conversation: Sean Murray of deBanked
July 23, 2025 In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Sean Murray, editor and publisher of deBanked. Sean shares his extensive knowledge of the small business finance world, offering insights from his two decades in the industry, from his beginnings as a merchant cash advance lender to building deBanked into…
Read MoreClarification of SBA 7(a) Rules: Change of Ownership and Debt Refinance
July 22, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — Clarification of SBA 7(a) Rules: Change of Ownership and Debt Refinance Last week’s Quarterly SBA 7(a) Connect call shed light on several critical updates and clarifications regarding SBA’s refinance rules and processes, particularly around changes of ownership and debt refinance. 1. Changes of…
Read MoreSBA Secondary Market Summit — Washington, DC on December 4
Now in its 18th year, the SBA Secondary Market Summit returns to Washington, D.C., on Thursday, December 4, at a pivotal time for the industry. With new SBA loan data of pending charge-offs, the expected $10 million potential loan cap increase, and decreasing interest rates ahead, this one-day summit will bring together brokers, investors, sellers,…
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