Documenting Equity Injection with SOP 5010 8: Learn the New Requirements & Avoid Common Pitfalls — 6/4

✅ New & updated for SOP 5010 8: How to document your borrower’s equity injections perfectly and correctly every time — including the latest SBA requirements for start-ups and ownership changes

Attend the Live Webinar Event
Wednesday, June 4, 2025 @ 2:00 PM Eastern
75-minute training with e-certification

Do your people make any of the most common mistakes lenders commit in documenting a borrower’s equity injection that result in SBA loan guaranty repairs and denials?

Former SBA Little Rock Servicing Center Deputy Director Lance Sexton does—and he can help you avoid them with this new, updated Coleman webinar, fully compliant with the SBA’s latest SOP 5010 8.

New SOP 5010 8 Changes Included in This Webinar:

• A minimum 10% equity injection is now required for all startup businesses (defined as in operation less than one year) and complete changes of ownership
• Clarified use of seller-financed debt as eligible equity
• Verification of equity injection must be done prior to disbursement, except for SBA Express loans
• Revised definitions of what counts as valid equity injection

Here are some of the specific topics addressed in this webinar that will make your staff experts in documenting equity injection:

Your Training Staff

Lance Sexton
A former small business owner, Lance Sexton has a successful history of working with small business owners and students related to entrepreneurship and SBA loan origination, servicing, and liquidation. He has earned three industry training instruction awards for “Best Online Learning Product”. A former SBA Deputy Director of Little Rock Servicing Center, Lance has over 40 years of experience, including 20 years directly managing portfolios of SBA loans. Lance is an adjunct faculty member of University of the Ozarks. He is an Executive Vice President, Managing Director of Servicing and Liquidation at an SBA participant lender and has been affiliated with Coleman Publishing for over 10 years.

Bob Coleman
Bob Coleman is the founder of Coleman Publishing, a publisher of newsletters, reports, data, conferences, webinars, online training videos — to help finance professionals become small business lending experts. Bob is the nationally recognized expert on small business financing. He has appeared frequently on Fox Business News, NPR and other numerous media outlets. He is sourced by all print media. He is a frequent speaker about small business lending throughout the US and EU. Bob has a BA in Medieval History from the University of California Santa Barbara and a MBA in Real Estate Finance from the University of Southern California. Bob has earned numerous awards as a producer of events and video training. His passion is getting capital to Main Street and Rural American small business.

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Coleman Training Testimonials

“This was some of the best training I have attended. I loved the weekly format, and the narrow focus of the topic. The cost was such that we could have more of our staff attend.” – Regional Bank

“I find that your webinar training sessions are a GREAT way for me to keep current on important things SBA.” – Loan Service Provider

“Thanks for providing this training. It was very informative and helped me a lot. Our Bank highly encourages all our colleagues to take your training program. Highly appreciate your service in enlightening our knowledge.” – Community Bank

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How the Webinar Works

We use Microsoft Teams as the webinar platform.
We will open the webinar for attendees to join at 1:30 pm ET. This will give each attendee thirty minutes before the webinar begins to troubleshoot any technical issues. Call 586-804-8775 if you need assistance.

Recording
All Coleman webinars are recorded and a link is sent to all attendees.

Single Site License
The single site license grants your institution one viewing of the webinar. It is permissible to use a single site license on one device in a conference room to be viewed by multiple attendees The webinar can be viewed on any device.

Multiple Site License
A multiple site license is an unlimited access pass for anyone at your institution. You will be given a link that will be usable to anyone with your email domain.

Webinar Links and Handouts
The webinar link will be included on your sales receipt.
The link will also be included when we send the presentation and handouts. These will be sent by eod the day before.

Participants Earn Certificates of Participation
All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.

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Questions
Questions throughout the webinar are strongly encouraged. There are two ways to ask a question. The first is to ask the question via the chat in Microsoft Teams. The second is to send an email to anna@colemanreport.com. Also, feel free to ask pre and post-webinar questions.

The Fine Print
1) Substitutions are allowed at no charge.
2) Cancellations receive a 100% credit for any Coleman product.
3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked.

3 Easy Ways to Order
1) ONLINE — Register and pay online via Quickbooks $500 or pay online via Quickbooks $800
2) EMAIL –Send an email to cindy@colemanreport.com with “Webinar Registration” in the Subject Line. We will do all the paperwork and either send you a sales receipt or an invoice.
3) PHONE — Call us at 818-790-4591.

Bob Coleman
Founder & Publisher