SPECIALTY WORKSHOP
SBA 504 PARTNER BUYOUT


What you need to know NOW! Learn from the experts in NADCO’s Specialty Workshop.


Don't miss out on our other Special Events

Friday, October 17

Ocean Ballroom
1:00 PM – 3:30 PM



Specialty Workshop Registration

Through 9/12

After 9/12
NADCO Member $319 per person $469 per person
CDC Board Member $319 per person $469 per person
Non-Members $619 per person $769 per person

COURSE DESCRIPTION


Partner buyouts are some of the most nuanced and misunderstood transactions in SBA lending. This workshop is designed to help you confidently structure and navigate these complex deals—from eligibility to execution.

We’ll explore real-world case studies, dissect SBA SOP guidance, and walk through creative structuring techniques that meet both borrower needs and SBA requirements.

FEATURED TOPICS:
  • SBA 504 requirements for partner buyouts
  • Structuring equity shifts and ownership transitions
  • Navigating common pitfalls and gray areas
  • Bri’s Word Famous Partner Buyout Mega Case Study

INDUSTRY EXPERT INFORMATION

Wayne Williams
Wayne Williams joined the National Association of Development Companies (NADCO) in April 2020 as Executive Vice President of Regulatory Affairs and Training. Mr. Williams has over 33 years of experience in commercial banking and small business lending, including extensive expertise in SBA finance programs. Prior to joining NADCO, Mr. Williams served since 1997 as Senior Vice President and Senior Lending Officer for Business Finance Group, the #1 SBA 504 Certified Development Company in the Mid-Atlantic and a top 20 CDC nationally. Elected to the NADCO Board of Directors in 2015, Mr. Williams became a member of the Executive Committee in 2017 serving as Vice Chair of Regulatory Affairs. He most recently was Vice Chair of Governance. Mr. Williams is a national instructor for NADCO and a former instructor for the Risk Management Association and the American Institute of Banking. Earlier in his career, Mr. Williams served 10 years as a commercial loan officer for regional and national banks in Florida, North Carolina, and the Washington, DC metropolitan area. Wayne has a bachelor’s degree in Economics from the University of North Carolina at Chapel Hill and graduate certificates from the Advanced Management Program of the North Carolina School of Banking and East Carolina University’s RMA Commercial Lending School. SBA’s Washington Metropolitan Area District Office recognized Wayne in 2009 as Financial Services Champion of the Year.


Briana Rickertsen
Briana Rickertsen started her career at B:Side Capital (formerly Colorado Lending Source) in 2012 and currently serves as the Production Manager for the Small Business Administration (SBA) lending team. She is truly an expert in her field and has personally handled over 560 SBA loan approvals, helping to create over 2,000 jobs. (This includes SBA 504, SBA 7(a), and Paycheck Protection Program loans.) B:Side Capital and B:Side Fund, two organizations under one unifying brand, are committed to fostering the economic growth of diverse small businesses; Briana goes above and beyond each and every day in support of B:Side’s mission ensuring that businesses have access to responsible capital that would otherwise be unavailable.


Evan Shaw
Evan Shaw joined the National Association of Development Companies (NADCO) in August 2024 as Senior Vice President of External Affairs. Mr. Shaw has spent his entire professional career—and over half his life—working in the SBA 504 industry. He most recently served as a Managing Consultant at Guidehouse supporting the SBA’s 504 Central Servicing Agent and 7(a) Fiscal Transfer Agent contracts. He provided industry subject matter expertise to technology modernization projects, as well as Capital Access Financial System (CAFS) training and support to lenders and CDCs. Prior to joining Guidehouse Mr. Shaw worked at Business Finance Group Inc., a CDC that serves Virginia, Maryland, the District of Columbia, and West Virginia. He was initially exposed to loan files at the CDC in 2002 through an internship while attending George Mason University and was subsequently hired as a Credit Analyst after graduating with a B.S. in Marketing. He eventually took over management of the underwriting and processing teams for five years serving as the CDC’s Chief Credit Officer before joining Guidehouse in early 2022. Over the years, Mr. Shaw has presented at numerous industry conference panels and breakout sessions; he is also a regular instructor of NADCO’s In Person SOP and Packaging classes.