Movers & Shakers — Chris Hurn Separates from Phoenix, Community Bankshares
October 23, 2025 Bob ColemanFounder & Publisher, Coleman Report Movers & Shakers — Chris Hurn Separates from Phoenix, Community Bankshares SBA Industry Leader, Chris Hurn, Separates from Community Bankshares, Inc. Chris Hurn, the President and CEO of Community Bankshares, Inc., the bank holding company of the nation’s fastest rising SBA 7(a) lender (Community Bank &Trust),…
Read MoreWhat Brokers Need to Know from SBA Lenders to Earn Up to 2 Points Referral Fee — 11/5
What Brokers Need to Know from SBA Lenders to Earn Up to 2 Points Referral Fee Practical strategies and compliance essentials to maximize your SBA referral income 🗓️ Date & TimeWednesday, November 52PM Eastern Your Training Staff Moderated by Bob Coleman, Publisher, Coleman Report Panelists– David Marcantonio, President, One Source Business Capital and President, NASLB–…
Read MoreA Coleman Conversation: The Schwandt Family (Stephanie, Ali, & Phillip)
October 22, 2025 Bob ColemanFounder & Publisher, Coleman Report A Coleman Conversation: The Schwandt Family (Stephanie, Ali, & Phillip) In this week’s episode of A Coleman Conversation, Bob Coleman hosts a special SBA family session with Stephanie Schwandt, Senior BDO at Milestone Bank, joined by her children — Ali Schwandt, Business Development Officer at Colony…
Read MoreMastering SBA 7(a) Biz Aq Loans: Structure Deals for Perfect Compliance — 11/4
A Coleman Training WebinarDate: Tuesday, November 4, 2025Time: 2:00 p.m. EasternIncludes e-certification & recording In FY 2025, 23.6% of SBA 7(a) loan dollars—over $9 billion—were used for business acquisitions, confirming that change-of-ownership financing remains one of the most active and scrutinized segments of the SBA program. With Baby Boomers still owning approximately 40% of all…
Read MoreLendistry Lands $75 Million Credit Facility — East West Bank Supports USA’s #2 Non-Bank SBA 7(a) Lender
October 21, 2025 Bob ColemanFounder & Publisher, Coleman Report Lendistry Lands $75 Million Credit Facility — East West Bank Supports USA’s #2 Non-Bank SBA 7(a) Lender I’ve been watching Lendistry’s rise in the SBA world for the past few years, and it’s been nothing short of remarkable. From its start as a mission-driven lender in…
Read MoreCredit Conditions Cautiously Optimistic says KC Fed
October 20, 2025 Bob ColemanFounder & Publisher, Coleman Report Main Street Monday: Credit Conditions Cautiously Optimistic says KC Fed Small business credit conditions are showing cautious optimism this fall, according to new data from the Kansas City Federal Reserve and the Bank of America Institute. The tone from both sources suggests a steady—if uneven—recovery across…
Read MoreLife Insurance for SBA and Business LoansÂ
October 20, 2025 by Ben KoplanCLU, CFP®, LifeEase Life Insurance for SBA and Business Loans Life Insurance for SBA and Business Loans shouldn’t be left to inexperienced agents. SBA Loans continue to serve as the fuel that drives the growth of the American economy. However, the 2025 recession—driven by persistent inflation, global supply constraints, and…
Read MoreStartup Founder Sentenced to 7+ Years for Defrauding JPMorgan Chase in $175M Acquisition
October 17, 2025 Bob ColemanFounder & Publisher Startup Founder Sentenced to 7+ Years for Defrauding JPMorgan Chase in $175M Acquisition Charlie Javice, founder of the college aid startup Frank, has been sentenced to 85 months in prison for defrauding JPMorgan Chase in its $175 million acquisition of her company. Javice was convicted of bank fraud,…
Read MoreA Coleman Conversation: Falcon Bridge Capital
October 10, 2025 Bob ColemanFounder & Publisher, Coleman Report A Coleman Conversation: Falcon Bridge Capital In this week’s episode of A Coleman Conversation, Bob Coleman sits down with Sunil Chowdry, President of Falcon Bridge Capital, and Aga Linsky, Vice President and Portfolio Manager, to discuss their pioneering work in developing a secondary market for unguaranteed…
Read MoreSBA Hot Topic Tuesday:Â SBA Fraud and the Lender
October 14, 2025 Bob ColemanFounder & Publisher, Coleman Report SBA Hot Topic Tuesday: SBA Fraud and the Lender This week’s Hot Topic Tuesday highlights a timely and growing concern in the SBA lending community: the rise of AI-generated fraud. With artificial intelligence tools now capable of producing convincing fake financial documents in seconds, lenders face…
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