Coleman Report

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),…

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…

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…

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…

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…

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,…

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…

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…

October 14, 2025 by Ben KoplanCLU, CFP®, LifeEase Lender-Required Life Insurance for “Uninsurable” Borrowers: 2025 Update Failure to Survive (FTS) insurance is a brilliant and forward-thinking series of products developed in the London market for use in the U.S. life/health industry. In recent years, this product category has evolved into a lifeline for commercial lending…

October 10, 2025 Bob ColemanFounder & Publisher, Coleman Report The Keys to the Kingdom — Blueacorn’s Stephanie Hockridge SBA PPP Loan Fraud On June 23, 2025, a federal jury convicted Stephanie Hockridge—co-founder of the fintech lender service provider Blueacorn—of conspiracy to commit wire fraud in connection with a multimillion-dollar PPP fraud scheme.  She was acquitted…