Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Ryan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

SBA 7(a) Pari Passu Lending To Acquire A Business With Bruce Marks | Ep. 9 | My SBA Loan Pro Podcast

1:19:30
 
Share
 

Manage episode 418826424 series 2518941
Content provided by Ryan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Bruce Marks has made a career out of mastering lower middle market business acquisition financing by leveraging the SBA 7(a) loan program coupled with a Pari Passu conventional loan for loan requests that exceed the SBA's $5 Million borrowing limit.

In this Episode Bruce pulls back the curtain revealing how to structure a Pari Passu loan for success by diving deep into risk assessment, the searcher, the target business along with working capital, quality of earnings report, debt service coverage ratio and a whole lot more.

If you liked this content, let's connect on social media:

Instagram: https://instagram.com/mysbapro

Twitter: https://twitter.com/mysbapro

LinkedIn: https://linkedin.com/in/ryanpatryck

Chapters:

00:00 Introduction

00:29 - Bruce's Bio

00:38- Assessing Risk in Loan

06:01 - Preparing for Pari Passu

19:39 - Searcher Profile

21:12 - Importance of Credibility

26:36 - Qualifications for Business Acquisition

22:54 - Experience vs Education

28:54 - Business Model & Sustainability

31:49 - Borrower Profile

32:56 - Transferrable Skills & Experience

40:44 - Case Studies

51:18 - Debt Service Coverage Ratio

59:00 - Understanding Business Working Capital Needs

01:03:33 - Deal Breakers & Industry Preferences

01:07:00 - Searcher Preparedness

01:14:32 - Contact Bruce

More Subject Matter Experts Playlist

https://youtube.com/playlist?list=PL1v-z-ZlTQ4FuSfq8GRuV9jJY3dd5vw9p&si=04XGGOYICU8pngKN

⁠More ThinkSBA Resources

⁠https://calendly.com/thinksba - Schedule Call

https://g.page/thinksba - Google Business Page & Reviews

https://thinksba.com/faq - Frequently Asked Questions

https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast

http://youtube.com/@thinksba - YouTube Channel

  continue reading

66 episodes

Artwork
iconShare
 
Manage episode 418826424 series 2518941
Content provided by Ryan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Bruce Marks has made a career out of mastering lower middle market business acquisition financing by leveraging the SBA 7(a) loan program coupled with a Pari Passu conventional loan for loan requests that exceed the SBA's $5 Million borrowing limit.

In this Episode Bruce pulls back the curtain revealing how to structure a Pari Passu loan for success by diving deep into risk assessment, the searcher, the target business along with working capital, quality of earnings report, debt service coverage ratio and a whole lot more.

If you liked this content, let's connect on social media:

Instagram: https://instagram.com/mysbapro

Twitter: https://twitter.com/mysbapro

LinkedIn: https://linkedin.com/in/ryanpatryck

Chapters:

00:00 Introduction

00:29 - Bruce's Bio

00:38- Assessing Risk in Loan

06:01 - Preparing for Pari Passu

19:39 - Searcher Profile

21:12 - Importance of Credibility

26:36 - Qualifications for Business Acquisition

22:54 - Experience vs Education

28:54 - Business Model & Sustainability

31:49 - Borrower Profile

32:56 - Transferrable Skills & Experience

40:44 - Case Studies

51:18 - Debt Service Coverage Ratio

59:00 - Understanding Business Working Capital Needs

01:03:33 - Deal Breakers & Industry Preferences

01:07:00 - Searcher Preparedness

01:14:32 - Contact Bruce

More Subject Matter Experts Playlist

https://youtube.com/playlist?list=PL1v-z-ZlTQ4FuSfq8GRuV9jJY3dd5vw9p&si=04XGGOYICU8pngKN

⁠More ThinkSBA Resources

⁠https://calendly.com/thinksba - Schedule Call

https://g.page/thinksba - Google Business Page & Reviews

https://thinksba.com/faq - Frequently Asked Questions

https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast

http://youtube.com/@thinksba - YouTube Channel

  continue reading

66 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play