SBA Business Acquisition Lending in 2026 — Thurs, May 21
Practical Underwriting Lessons on the Issues, Red Flags, and Structuring Decisions Credit Teams Must Evaluate Before Approving SBA Biz Aq Loan
A Coleman Training Webinar
Date: Thursday, May 21, 2026
Time: 2:00 p.m. Eastern
Includes e-certification & recording
Business acquisition lending remains one of the most active and closely reviewed segments of the SBA 7(a) program. In FY 2025, more than $9 billion in SBA 7(a) loan volume supported change-of-ownership transactions, representing 23.6% of all SBA 7(a) dollars approved. With Baby Boomers still owning a significant percentage of U.S. small businesses, lenders continue to see elevated acquisition activity across nearly every market and industry sector.
At the same time, SOP 50 10 8 has increased the importance of proper transaction structure, valuation support, equity injection documentation, and guaranty protection.
This session examines how experienced SBA lenders evaluate, structure, document, and close business acquisition transactions in practice. The discussion focuses on the underwriting and closing decisions that directly affect eligibility, credit quality, and SBA compliance.
Attendees will review how lenders approach:
- Buyer experience and management transition risk
- Lessons from OIG Audit of Recent Fraudulent Biz Aq Loans
- Business valuation and goodwill analysis requirements
- Cash flow evaluation in acquisition transactions
- Equity injection documentation and verification
- Seller standby note qualification standards
- Collateral analysis and available collateral calculations
- Credit memo documentation expectations
- Closing documentation and disbursement controls
The program follows the full life cycle of an SBA business acquisition loan, from initial underwriting through closing execution and final disbursement. The session is designed for experienced SBA lenders, underwriters, closers, and credit professionals who want to compare how acquisition transactions are being structured and documented across the industry today.
How the Webinar Works
We use Microsoft Teams as the webinar platform.
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 for multiple attendees to view. 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 anyone in your email domain can use.
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.
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
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.