504 Partner Buyout Basics

Build Your Partner Buyout Knowledge from the Ground Up!

 >>> REGISTER NOW <<<

WHEN:  Wednesday, November 19 at 2:00 – 4:00 pm ET (90 minutes of instruction + up to 30 minutes of Q&A)

WHO: CDC and Third Party Lender Business Development Officers, Loan Processors, Underwriters

WHAT: Live Training Session and Q+A

WHY:  This is your chance to become a 504 Partner Buyout Pro! If you missed the deep dive at the 504 Partner Buyout Specialty Workshop in Ft. Lauderdale, this session provides key highlights to help strengthen your partner buyout transaction skills.  This essential webinar is tailored for CDCs and third-party lenders who are either new to SBA lending or looking to up their partner buyout game.

Partner buyouts are among the most nuanced—and often misunderstood—deals in SBA lending. This session will equip you with the confidence and knowledge to structure and navigate these complex projects, from eligibility to execution. We’ll dive into real-world case studies, unpack SBA SOP guidance, and walk through how to structure deals that meet both borrower needs and SBA requirements.

TOPICS:

• SBA 504 requirements for partner buyouts
• How to structure equity shifts and ownership transitions
• Common pitfalls and how to avoid them
• Gray areas in SBA guidance—and how to interpret them
• Bri’s World-Famous Partner Buyout Mega Case Study
• Live Q&A with experts

COST: NADCO Member Rate: $319 | Non-Member Rate: $619 | SBA/Federal Government Rate: $319

 >>> REGISTER NOW <<<

PRESENTERS:

Briana Rickertsen, 504 Underwriting and Training Manager, B:Side Capital

Evan Shaw, SVP – External Affairs, NADCO

Wayne Williams, EVP – Regulatory Affairs & Training, NADCO