Coleman Report

June 23, 2025 Bob ColemanFounder & Publisher 37% of Entrepreneurs Plan on Selling in Next 12 Months Says US Bank A US Bank small business survey provides excellent insights into the pulse of small business entrepreneurs. And a strategy for selling their businesses is very important to them, which will create strong opportunities for SBA…

June 20, 2025 Bob ColemanFounder & Publisher Grand Jury Files More Loan Fraud Charges Against Kris Roglieri And the hits keep coming for Kris Roglieri. Last week, we reported that his former girlfriend, Kimmy Humphrey, pleaded guilty to loan fraud and will likely turn state’s evidence to reduce her sentence. This week, the other shoe…

In this episode of A Coleman Conversation, Bob Coleman talks with Kyle Gustafson, National Client Manager at Partner ESI, about how lenders and borrowers can mitigate environmental and construction risks in SBA 7(a) lending. With deep experience in site assessments, remediation, and construction oversight, Kyle has become a go-to resource for banks navigating the complex…

“A Coleman Conversation” is our exclusive interview series featuring candid, insightful conversations with top voices in SBA lending, small business finance, and economic policy. Hosted by Bob Coleman, each episode dives into the personal stories, professional journeys, and expert insights of C-suite executives, government leaders, and influential lenders shaping the small business lending world. Check…

SBA Franchise Eligibility and Analysis – Individual Reports for Only $95 Are you tired of wasting valuable time sifting through endless documents to evaluate franchise loan risks? Look no further—Coleman Report’s SBA Franchise Eligibility Reports are your ultimate solution for smarter, faster franchise lending decisions. With franchise lending decisions more critical than ever, we’ve streamlined…

June 17, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — SBA Drops Etran Affiliation Hold Code From SBA’s Office of Capital Access…. “SBA will no longer review loan applications for affiliation (hold code 803). As a reminder, SOP 50 10 8, page 13, states that all SBA Lenders are responsible for determining the…

June 16, 2025 Bob ColemanFounder & Publisher Main Street Monday: Small Business Optimism on the Rise Says NFIB Small business owners have reasons to feel positive heading into the summer, as optimism levels improved in May, according to the NFIB Small Business Economic Trends Report. The Small Business Optimism Index climbed three points to 98.8,…

June 13, 2025 Bob ColemanFounder & Publisher Former Prime Capital EVP Kimberly Humphrey Pleads Guilty in Case Linked to Kris Roglieri Kimberly Humphrey, former Executive Vice President of Prime Capital Ventures and the alleged girlfriend of founder Kris Roglieri, has pleaded guilty to wire fraud and health care fraud in U.S. District Court in Albany,…

June 12, 2025 Bob ColemanFounder & Publisher Movers & Shakers — Megan Kistler, Scott Clark, & Tri Counties Bank FNB Community Bank Promotes Megan Kistler To Commercial Loan Officer, Assistant VP “After nearly 10 years in credit analysis, I’ve come to really appreciate the people behind the numbers,” says Megan. “I’m excited for this new chapter in…

June 10, 2025 Bob ColemanFounder & Publisher SBA Hot Topic Tuesday — House Passes SBA Loan Agent Oversight Act Last Wednesday, the House overwhelmingly passed legislation on a bipartisan 405-3 vote to enhance transparency of SBA loan agents, addressing concerns about SBA loan fraud. The bill mandates that the SBA submit an annual report to…