Coleman Report
A Review, Evaluation, and Interpretation of the SBA Life Insurance Requirements Across The Three Most Recent SBA Standard Operating Procedures (including SOP 50 10 8 5/29/25)
LifeEase Business Insurance Solutions revolutionizes business insurance with cutting-edgepredictive analytics, enhanced technology, and expedited policy issuance. Founded by industryveteran Benjamin Koplan, CLU, CFP® and managed by Ryan Goodson, CLU, LifeEase offerstrue “thought-partnership” to business lenders, brokers and their customers by deliveringexpedited coverage up to $25,000,000 and collateral assignments within 24 hours, dramaticallyoutpacing competitors while maintaining…
Read MoreMain Street Monday: NFIB Says Credit Eases and Equipment Leads Spending
September 15, 2025 by Bob ColemanFounder & Publisher Main Street Monday: NFIB Says Credit Eases and Equipment Leads Spending The August 2025 NFIB Small Business Economic Trends report shows Main Street holding steady as summer turns to fall. Entrepreneurs are feeling more upbeat about sales prospects, and overall confidence improved compared to earlier in the…
Read MoreReal Estate Investor Charged in $62.5 Million Ponzi Scheme in California
September 12, 2025 Bob ColemanFounder & Publisher Real Estate Investor Charged in $62.5 Million Ponzi Scheme in California Federal prosecutors have charged Marco Santarelli, a California real estate investor and founder of Norada Real Estate Investments, with running a $62.5 million Ponzi scheme that took money from hundreds of people across the country. For years,…
Read MoreMovers & Shakers: Barbara Morrison Retires, TMC Financing Welcomes Omar Salah, Plus Lori Robertson & Brian Chung
September 11, 2025 by Bob ColemanFounder & Publisher Movers & Shakers: Barbara Morrison Retires, TMC Financing Welcomes Omar Salah, Plus Lori Robertson & Brian Chung Barbara Morrison, Founder of TMC Financing, Retires After 45 Years “I am incredibly proud of what TMC has accomplished and the extraordinary team that made it possible,” says Barbara Morrison.…
Read MoreA Coleman Conversation: Ken Rosenthal
September 10, 2025 Bob ColemanFounder & Publisher A Coleman Conversation: Ken Rosenthal In this week’s episode of A Coleman Conversation, Bob Coleman speaks with Ken Rosenthal, an expert in the SBA 504 first lien secondary market. With a career spanning over three decades, Ken shares his unique journey from being an SBA borrower to an…
Read MoreSBA’s New MARC Loans—SBA 7(a) Working Capital Solutions for Manufacturers
September 9, 2025 Bob ColemanFounder & Publisher SBA’s New MARC Loans—SBA 7(a) Working Capital Solutions for Manufacturers SBA has introduced a new initiative to expand capital access for U.S. manufacturers: the MARC Program (Manufacturers’ Access to Revolving Credit). Effective October 1, 2025, MARC becomes an official new niche lending product. This program is a significant…
Read MoreMain Street Monday: Exelon Invests $5 Million in Lendistry to Support SBA 7(a) Lending to Underserved Markets
September 8, 2025 Bob ColemanFounder & Publisher Main Street Monday: Exelon Invests $5 Million in Lendistry to Support SBA 7(a) Lending to Underserved Markets Lendistry, a nationwide small business lender and certified Community Development Financial Institution (CDFI), currently ranked 16th among SBA 7(a) lenders, has secured a $5 million investment from Exelon, one of the…
Read MoreReceiver Hunts for Assets in $140 Million SBA Bridge Loan Ponzi Scheme
September 5, 2025 Bob ColemanFounder & Publisher Receiver Hunts for Assets in $140 Million SBA Bridge Loan Ponzi Scheme Edwin Brandt Frost IV, a Georgia businessman accused of running a $140 million Ponzi scheme through First Liberty Building & Loan, is now the subject of a court-appointed receivership tasked with recovering funds for defrauded investors.…
Read MoreLexicon Launches SBA Division — Vahsholtz, Atkinson, and Cavalieri Join Leadership Team
September 4, 2025 Bob ColemanFounder & Publisher Lexicon Launches SBA Division — Vahsholtz, Atkinson, and Cavalieri Join Leadership Team Lexicon Bank Launches Government-Guaranteed Lending Division Lexicon Bank, Southern Nevada’s community-focused financial institution, has launched a new SBA Division to expand its reach in government-guaranteed lending. “This expansion reflects our commitment to community-first banking,” says Stacy…
Read MoreSBA to Lenders: Clean Up Debanking Practices or Risk Losing Your SBA Authority
September 3, 2025 Bob ColemanFounder & Publisher C-Suite Wednesday — SBA to Lenders: Clean Up Debanking Practices or Risk Losing Your SBA Authority The U.S. Small Business Administration has fired a shot across the bow of its lending partners. In a letter issued by SBA General Counsel Wendell Davis, lenders were formally warned that any…
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