The Small Business Administration (SBA) is focused on helping small businesses succeed. The SBA offers a full range of services including helping business owners access contracting opportunities and gain access to capital through SBA loan programs. The SBA guarantees a percentage of these loans through participating lenders.

Many business owners are not aware that SBA financing for acquisitions can go up to $5 million.These are largely cash flow loans and can fund a straight forward business acquisition as well as:

  • Partner Buyouts
  • Sale of a business between family members
  • Business Acquisitions for growth
  • Buyout of a Competitor
  • And more…

For the Seller looking towards retirement, selling their company with SBA financing allows them to receive all or mostly cash at closing.

For a buyer looking for a good acquisition, SBA financing offers up to 10 year amortization for improved cash flow.

Whether you are CPA, attorney, wealth advisor or a business owner or potential buyer, understanding how the current SBA loan program works should be a top priority. In collaboration with lenders and other financial advisors we have been offering a series of seminars on SBA Financing strategies.

We have three seminars coming up soon. Please see the dates and locations below. Email Sarah at sarah@uptonco.com to reserve your seat or get more information. You can also contact me.

Seminar: Utilizing SBA Strategies for Business Acquisition
Sponsored by Wells Fargo and Upton Financial Group
May 7, 2015, Wells Fargo Conference Center, Phoenix, AZ

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Seminar: Utilizing SBA Strategies for Business Acquisition
Sponsored by Exchange Bank and Upton Financial Group
May 13, 2015 Walnut Creek, CA

Seminar: Utilizing SBA Strategies for Business Acquisition
Sponsored by Exchange Bank and Upton Financial Group
May 20, 2015 Sacramento, CA