Second Annual SBA Financing for Acquisitions: Review, Updates, and What’s Next with Lisa Forrest
If you’re planning to acquire a business soon, this is the SBA briefing you can’t miss.
Join Lisa Forrest of Northwest Bank - for a practical, insider’s look at what’s changed, what’s working, and what’s coming next in SBA financing for business acquisitions.
In this action-oriented session, Lisa will break down:
The latest SBA rule changes and how they impact ETA, searchers, and acquisition entrepreneurs
What lenders are prioritizing now: cash flow, collateral, equity injections, seller notes, and deal structure
Current approval timelines, rates, and how to position your deal to close
Common pitfalls in diligence and underwriting (and how to avoid them)
What’s ahead for 7(a) and 504 programs, and how to plan your capital stack accordingly
Who should attend:
Acquisition entrepreneurs and self-funded/partnered searchers
CEOs and operators considering a second acquisition or tuck-in
Brokers, M&A advisors, CPAs, and attorneys supporting lower middle market deals
Owners planning to sell who want to understand buyer financing dynamics
Why this matters now:
Market conditions, interest rates, and lender appetites are shifting—smart buyers are adapting their structures
Recent SBA guidance opens new opportunities (and introduces new scrutiny) for acquisition deals
Competitive processes reward prepared buyers who can communicate bank-ready deals
Guest Speaker:
Lisa Forrest is the Business Development Officer at Northwest Bank, with nearly 40 years of experience in small-business and SBA lending.
She specializes in financing for entrepreneurship through acquisition (ETA) and brings a fresh voice to the field.
If your considering an acquisition - now or in the future, Lisa offers diligence resources and materials to help you prepare for SBA bank financing.
A recognized community builder in ETA, she regularly hosts searcher and SMB networking events and mentors emerging acquirers.
This will be a live stream, recorded event for future playback.
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