Discussion with HomeTrust Bank and Windsor Advantage to better understand how an SBA loan can help you acquire and operate a small business.
Agenda
Overview of the SBA Program
SBA Loan Terms
Keys for Business Acquisitions
Example Transactions
Q&A
Webinar ID
5a63bbafbe07
Presenters
Tim Buckman
Principal | Tenaz Capital Co.
Private equity professional and founder of Tenaz Capital. Uses various SBA programs to buy and operate small businesses.
Christopher McFatter
Senior Vice President | Director of SBA Lending
Christopher McFatter is Senior Vice President/ Director of SBA Lending at HomeTrust Bank. While at HomeTrust Bank, Christopher has developed a leading SBA program.
Will McClain
Managing Director | Windsor Advantage
Windsor Advantage provides banks, credit unions and CDFIs with a comprehensive outsourced SBA 7(a) and USDA lending platform. Since 2010, Windsor has processed more than $2.3 billion in government guaranteed loans and currently services a portfolio in excess of $1.3 billion (as of March 31, 2019) for over 85 lenders nationwide.
Will is responsible for oversight of Windsor’s Structuring, Processing, Portfolio Management and Liquidations teams in Chicago. He has overseen $1.5+ billion in SBA 7(a) and USDA loan closings during his tenure with the company. Prior to Windsor Will worked at Bank of America.