Aug 31, 2023
This episode provides guidance on financing a CPA practice acquisition using an SBA 7a loan. Beau emphasizes the critical nature of addressing financing when considering buying a CPA firm. Many CPAs have faced difficulties selling their accounting firms due to buyers' inability to qualify for financing.
An SBA 7A loan...
Aug 30, 2023
This episode discusses the benefits of handwritten direct mail for various industries, including real estate and franchises. Rick Elmore, the founder and CEO of Simply Noted, shares his background and how the idea for the company originated.
Simply Noted is a global technology leader in handwritten notes and has...
Aug 29, 2023
The podcast episode features an interview with Scott Royal Smith, the founder, and CEO of Royal Legal Solutions. The discussion revolves around the importance of setting up proper business structures, such as entities and asset protection, to avoid potential lawsuits that could jeopardize one's financial stability....
Aug 28, 2023
The video titled "SBA Loan Refinancing Options: Moving from 7a to 504 for Better Rates and Terms" explores the benefits of refinancing an SBA loan from the 7a program to the 504 programs. By making this transition, borrowers can enjoy improved rates and terms for their loans. The SBA 7a loan program is designed to...
Aug 25, 2023
In this episode, Beau and Carey discuss the similarities and differences between SBA 7a and SBA 504 loan programs for a construction project. It suggests that for smaller deals, it may be better to choose the SBA 7a. The decision depends on the long-term goals of the sponsor, particularly if they plan to sell...