Coleman Report

July 31, 2025 Bob ColemanFounder & Publisher Movers & Shakers: Andrew Bond, Travis Dribble, & Kim Eells Countybank’s Andrew Bond Elected Assistant Vice President “Andrew is a key member of the commercial banking team in the Upstate, and this promotion is well deserved,” says David Tompkins, Senior Vice President and Commercial Banking Manager. “Andrew works…

July 30, 2025 In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Ray Drew, Managing Director of SBA Lending at Truliant Federal Credit Union and host of The Art of SBA Lending podcast. Ray is currently running for a seat on the NAGGL board of directors, bringing a fresh, next-generation perspective to…

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…

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…

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 His bond was revoked, and after moving through several attorneys, he’s now represented by public defenders.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…

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…

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…

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…

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…

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,…