As a financial advisor, understanding Small Business Administration (SBA) loans is crucial for helping your small business clients secure affordable financing for growth, acquisitions, and expansion. With competitive terms and lower down payment requirements, SBA loans can be a powerful tool for funding everything from working capital to commercial real estate. However, navigating the complexities of the SBA 7(a) and 504 loan programs requires specialized knowledge.
Join SBA lender Adam Whitaker to gain a deeper understanding of SBA loans as a strategic financing solution and learn to leverage these programs to add more value to your client relationships.
Learning Objectives:
By the end of this webinar, financial advisors will be able to:
- Explain the roles and purposes of the SBA 7(a) and 504 loan programs in helping small businesses grow.
- Compare and contrast the structures, eligible uses, and funding processes of the 7(a) vs. 504 loans.
- Guide clients through eligibility requirements and outline what can and cannot be financed under each program.
- Advise clients on SBA loan options for business acquisitions and partner buyouts, including asset vs. stock transactions.
- Navigate the underwriting, equity injection, and closing processes to streamline loan approvals for clients.
*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Adam is a graduate of Clarion University of Pennsylvania, where he earned a Bachelor of Science in Accounting and a Masters of Business Administration. During that time, Adam also worked as an assistant consultant for the Clarion University SBDC, working directly with small business owners to help them develop successful business plans for growth. Adam also worked with the US Small Business Administration for 2 years before starting his career in SBA lending. Over his 11-year career, Adam has closed around $200 million in SBA loans for his clients. His SBA experience has given him the expertise to skillfully navigate complex SBA matters while providing a seamless experience to the business owner themselves.