Coleman Report

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,…

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…

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…

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…

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.…

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…

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…

July 10, 2025 Movers & Shakers: Diane Gallion, John Chung, Matthew Kutner & Amber Gonzales Step Into New Roles Diane Gallion Named SVP, SBA Closing & Loan Operations Leadership at First Women’s Bank Diane Gallion brings over 24 years of expertise in small business credit, loan operations, and risk management, and currently serves on the…

SBA Loan Closer I & II Online Training – Now Open for 2025 Registration Master SBA Loan Closings. Prevent Guaranty Denials. Get Certified. Coleman’s industry-leading SBA 7(a) Loan Closer Training Series is now open for 2025 registration. Whether you’re new to SBA lending or ready to advance your skills, our Loan Closer I and II…