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SBA 7(a) Pari Passu Lending To Acquire A Business With Bruce Marks | Ep. 9 | My SBA Loan Pro Podcast
Manage episode 418826424 series 2518941
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
66 episodes
SBA 7(a) Pari Passu Lending To Acquire A Business With Bruce Marks | Ep. 9 | My SBA Loan Pro Podcast
Manage episode 418826424 series 2518941
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
66 episodes
All episodes
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