Clarification 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 — December 4, 2025
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,…
Read MoreMain Street Monday: How a CDFI is Using Philanthropic Capital from Wells Fargo to Help Small Businesses Break Into Government Contracting
July 21, 2025 Bob ColemanFounder & Publisher Main Street Monday: How a CDFI is Using Philanthropic Capital from Wells Fargo to Help Small Businesses Break Into Government Contracting For small businesses looking to grow by entering the government contracting space, accessing affordable working capital can be the difference between success and stagnation. Recognizing this gap,…
Read MoreFormer Wells Fargo Banker Allegedly Used Stolen IDs of Disabled Persons in $2.7M COVID Fraud Scheme
July 18, 2025 Bob ColemanFounder & Publisher Former Wells Fargo Banker Allegedly Used Stolen IDs of Disabled Persons in $2.7M COVID Fraud Scheme A former Wells Fargo banker from Burbank, California, and his brother have been indicted for allegedly ripping off more than $2.7 million in COVID relief loans, including PPP and EIDL, by submitting…
Read MoreMovers & Shakers: SBA Welcomes Bill Briggs & Dan Pische
July 17, 2025 Bob ColemanFounder & Publisher Movers & Shakers: SBA Welcomes Bill Briggs & Dan Pische Bill Briggs Confirmed by Senate as SBA Deputy Administrator William J. “Bill” Briggs was confirmed as the new SBA Deputy Administrator on July 9 in a partisan Senate vote of 49-45. Briggs brings over two decades of experience…
Read MoreA Coleman Conversation: Jacky Dilfer of BFC
July 16, 2025 In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Jacky Dilfer, Executive Director of Business Finance Capital, one of the top CDC lenders in the country. Jacky shares her deep experience in SBA 504 lending, her leadership journey, and her insights on the resilience of small business owners—especially those…
Read MoreSBA 7(a) Connect Quarterly Update Call Today at 3 PM Eastern
July 15, 2025 Bob ColemanFounder & Publisher SBA is hosting their 7(a) Connect Quarterly Update Call today at 3:00 PM Eastern, which will be livestreamed on our YouTube channel: youtube.com/@ColemanReport Today’s Agenda Highlights: These calls give lenders and stakeholders a direct line to SBA leadership for updates on program operations, policy changes, and new initiatives.…
Read MoreAvoid Unforced Errors: Top 20 Reasons SBA Denies or Repairs the 7(a) Guaranty — 8/6
A Coleman Webinar Date: Wednesday, August 6, 2025 Time: 2:00 p.m. Eastern Includes e-certification & recording Join us for Lance Sexton’s new Coleman webinar, “Top 20 Reasons SBA Denies or Repairs the 7(a) Guaranty,” one of the nation’s most trusted voices in SBA lending. Over his career, he has personally completed more than 500 Universal…
Read MoreMain Street Monday: The Latest Small Business Stats as of June 30
July 14, 2025 Bob ColemanFounder & Publisher Main Street Monday: The Latest Small Business Stats as of June 30 According to SBA’s Office of Advocacy recent report, the U.S. contains 36.2 million small businesses, which account for almost 46 percent of private sector employment. From March 2023 to March 2024, U.S. small businesses created approximately…
Read MoreEx-Bank President Pleads Guilty in $3.6 Million Straw Borrower Scheme
July 11, 2025 Bob ColemanFounder & Publisher Ex-Bank President Pleads Guilty in $3.6 Million Straw Borrower Scheme “Every American citizen deserves to walk into their bank and trust the people behind the counter. The defendants in this case violated that trust through schemes aimed to self-serve and increase wealth,” said FBI Agent Karen Marinos. Frank…
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