Martinka Consulting's Getting the Deal Done Podcast

The SBA Changed Their Rules Again with Lisa Forrest

November 13, 2023 John & Jessica Martinka
Martinka Consulting's Getting the Deal Done Podcast
The SBA Changed Their Rules Again with Lisa Forrest
Show Notes

Third time is the charm! Normally Lisa joins me in Q1 to discuss SBA changes, lending practices, and the market. With the SBA just having released their third update this year (plus one backroom one) Lisa is back. We discuss:

  • Majority stock purchases (seller retains some shares) with an SBA loan.
  • New minimum buyer equity injection rules (scary to think some banks will lend to buyers who don't have any money).
  • What Live Oak Bank is seeing in the market.
  • Other loan types for lower middle market buy-sell deals.


Lisa is always super informative and entertaining. Give a listen and you'll learn a lot about SBA and other business acquisition loans.

John Martinka
Jessica Martinka

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