CPE PLUS: SBA Financing of Businesses
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Virtual
1.00 Credits
Member Price $0.00
Overview
Overview of the various programs SBA 504, SBA 7(a), Express, Export and WCP programs.
• Eligibility discussion.
• Financing Business Acquisitions, Full buyout, Partner Buyouts, Partial buyouts.
• Financing Commercial Real estate, Equipment.
• Financing Startups or Expansion.
• SBA rules vs. Bank rules
This event is part of the following bundles:
CPE PLUS Bundle
Multiple Events Between -
Eligible for 3.00 Credits
Free CPE credits available only to MassCPAs members. Check back for more information to come!
Leader(s):
Leader Bios
Kathleen Kelly, Webster Bank
Kathleen Kelly is an SVP, SBA Relationship Manager at Webster Bank in Boston, lending in all of New England and New York. Kathleen has been with Webster bank for 7 years, but has been involved in SBA lending for 22+ years at various banking institutions, offering the gamut of SBA programs for different business needs. Kathleen was awarded the SBA’s Financial Services Champion for Massachusetts and New England. Kathleen is a graduate of University of Massachusetts with an MBA and Northeastern University with a BS in business administration. Webster Bank, HQ in CT, is a Preferred SBA lender, lending in our New England/New York footprint. We have been the #1 SBA lender in New England in recent years and were just awarded the #1 lender to Veterans in Massachusetts.
Member Price $0.00