My SBA Loan Pro Podcast Ryan Smith

Join our Host Ryan Smith, Principal and Founder of ThinkSBA, as he interviews Bethany McClellan, President of Rapid Business Plans.

Bethany dives into the world of crafting SBA ready Business Plans and Feasibility Studies removing anxiety from SBA loan applicants.

Discover how Bethany's journey from corporate sales to entrepreneurship led to a thriving agency, assisting clients in various industries from gas stations to professional services.

If you liked this content, let's connect on social media:
Instagram: https://instagram.com/mysbapro
Twitter: https://x.com/mysbapro
LinkedIn https://linkedin.com/in/ryanpatryck

Chapters0:00 - Introduction
1:15 - Bethany's Bio
5:45 - Business Plan Process
7:52 - Information Needed
8:45 - Uncovering Valuable Insights
13:18 - Feasibility Study Breakdown
17:20 - Industries Served
18:23 - Being the Boss
20:45 - Future Growth Plans
22:04 - Bank & Underwriter Interactions
24:08 - What Makes a Good Client?
25:20 - Clients served
26:39 - Contact Bethany


Link to full episode: https://youtu.be/k8szIEHUAgs?si=Y0I-jXWeqftWQb8P
More ThinkSBA Resources

⁠https://calendly.com/thinksba⁠ - Schedule Call
⁠https://g.page/thinksba⁠ - Google Business Page & Reviews
⁠https://thinksba.com/faq⁠ - Frequently Asked Questions
⁠https://mysbaloanpro.com⁠⁠ - My SBA Loan Pro Podcast
⁠https://youtube.com/@thinksba⁠ - YouTube Channel

In this episode of the My SBA Loan Pro Podcast Face to Face, Ryan Smith, Principal & founder of ThinkSBA sits down with Fernando Ponce, Business Development Officer at Primary Funding, a non-traditional lending source based in San Diego, California specializing in Purchase Order Financing, Factoring and Asset-Based Lines of Credit.



Learn how non-traditional lending can bridge the gap for B2B businesses who are unable to secure traditional financing due to negative historical cash flow, tightening of debt markets or spontaneous rapid growth.



If you liked this content, let's connect on social media:

Instagram: https://instagram.com/mysbapro
Twitter: https://twitter.com/mysbapro
LinkedIn: https://linkedin.com/in/ryanpatryck



00:00 - Introduction
01:11 - Fernando Ponce's Bio
04:20 - Primary Funding's Role
06:57 - Types of Financing Offered
11:36 - Factoring as a Financing Solution
12:15 - Transparency and Flexibility in Financing
15:47 - Industry Challenges and Red Flags
23:42 - Business Funding Process
26:22 - Industries Eligible for Funding
29:51 - Challenges in Closing Credit Facilities
31:13 - Importance of Transparency
37:30 - When and How To Contact Fernando



Link to full episode: https://youtu.be/0Y8x32Y6xsM?si=Uj9vSNG1WMkPb20-



More ThinkSBA Resources

⁠https://calendly.com/thinksba - Schedule Call
https://g.page/thinksba - Google Business Page & Reviews
https://thinksba.com/faq - Frequently Asked Questions
https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast
https://youtube.com/@thinksba - YouTube Channel

In this episode of The My SBA Loan Pro Podcast Face to Face Glenn Arnold with Voit Real Estate reveals transition, succession and exit strategies for privately held, family owned business owners who also own the real estate.



Glenn Arnold is a Real Estate Broker who's been representing buyers and sellers of owner occupied real estate for thirty years.





If you liked this content, let's connect on social media:

Instagram: ⁠https://instagram.com/mysbapro ⁠
Twitter: ⁠https://twitter.com/mysbapro⁠
LinkedIn: ⁠https://linkedin.com/in/ryanpatryck⁠





Chapters

00:00 - Introduction
00:37 - Meet Glenn Arnold
1:28 - Buying vs Leasing
2:48 - Reasons to Consider Owning
4:01 - CPA Input
4:38 - Potential Tax Efficiencies
4:51 - Occupancy Cost Comparison
7:27 - Steady & Predictable Growth
8:07 - Down Payment Considerations
10:33 - Short-Term Business Ownership
12:26 - Cash Flow Impact
14:14 - Comfort Owning Real Estate
14:36 - Long-Term Commitment
16:02 - Real Estate as Wealth Building
17:15 - Business Value vs Real Estate Value
18:02 - Specialized Improvement
21:06 - Choosing the Best Exit Vehicle
27:00 - Factors Influencing the Strategies
31:52 - Strategic and Financial Analysis
36:46 - Challenges Faced by Business Owners
41:11 - Case Study
47:22 - How to Contact Glenn




Link to full episode: ⁠https://youtu.be/Cl8776oj91c





More ThinkSBA Resources

⁠⁠https://calendly.com/thinksba⁠ - Schedule Call
⁠https://g.page/thinksba⁠ - Google Business Page & Reviews
⁠https://thinksba.com/faq⁠ - Frequently Asked Questions
⁠https://mysbaloanpro.com⁠⁠ - My SBA Loan Pro Podcast
⁠https://youtube.com/@thinksba⁠ - YouTube Channel

Welcome to another insightful episode of the My SBA Loan Pro Podcast Face To Face!



In this episode Ryan Smith, Principal and Founder of ThinkSBA, engages in an insightful discussion with Bryan Geisbauer, a seasoned Tenant Representative and Commercial Real Estate Broker with Kidder Matthews.



Brian leverages his 20 plus years experience, to level the playing field for business owner leasing space or purchasing Owner Occupied Real Estate.



If you liked this content, let's connect on social media:

Instagram: ⁠https://instagram.com/mysbapro ⁠
Twitter: ⁠https://twitter.com/mysbapro⁠
LinkedIn: ⁠https://linkedin.com/in/ryanpatryck⁠



Chapters:

00:00 - Introduction
00:53 - Bryan Geisbauer's Bio
01:58 - Tenant Representation
06:54 - Lease Negotiation Mistakes
10:44 - Defensive vs. Offensive Lease Strategies
14:41 - Lease Dynamics and Tenant Improvement Allowance
17:23 - Role of Tenant Representatives
18:33 - Transitioning to Property Ownership
27:53 - Due Diligence in Commercial Real Estate
30:00 - Commercial Real Estate Timelines
35:40 - Trust and Concessions in Real Estate
39:09 - Risks of Hiring Residential Brokers
40:53 - Lease to Ownership Transition
46:17 - When and How To Contact Bryan


Link to full episode: https://youtu.be/asO0lrRsmq0



More ThinkSBA Resources

⁠⁠https://calendly.com/thinksba⁠ - Schedule Call
⁠https://g.page/thinksba⁠ - Google Business Page & Reviews
⁠https://thinksba.com/faq⁠ - Frequently Asked Questions
⁠https://mysbaloanpro.com⁠⁠ - My SBA Loan Pro Podcast
⁠https://youtube.com/@thinksba⁠ - YouTube Channel

The SMB Law Group has burst onto the scene providing much needed legal advice to the ETA community who are pursuing main street business acquisitions often times funding the acquisition with an SBA 7(a) loan.



It's refreshing to collaborate with attorneys who are familiar with SBA financing and are therefore able to help searchers structure their deal to comply with SBA eligibility requirements.



In this episode of the My SBA Loan Pro Podcast, our Host Ryan Smith, interviews Jake Parsley, M&A Attorney with the SMB Law Group as he reveals crucial insights into the legal process of Main Street business acquisition transactions.



Learn when to engage an attorney, cost considerations, and the significance of the Letter of Intent (LOI) and Purchase Agreement and everything in between. Together, they delve into the intricacies of M&A transactions, shedding light on the vital role attorneys play in mitigating risks and ensuring a smooth deal process.



If you liked this content, let's connect on social media:

Instagram: ⁠https://instagram.com/mysbapro ⁠
Twitter: ⁠https://twitter.com/mysbapro⁠
LinkedIn: ⁠https://linkedin.com/in/ryanpatryck⁠



Chapters

00:00 - Introduction
1:05 - Jack Parsley's Bio
2:17 - SMB Law Group And Focus on Main Street
4:07 - Attorney's Role in M&A Transactions
5:22 - When To Engage An Attorney
7:13 - Life Cycle of a Deal
9:18 - Critical Aspects of the Letter of Intent (LOI)
12:36 - Exclusivity & Purchase Price in LOI
13:08 - Changing Terms in LOI
13:44 - Seller Note Terms
15:52 - Offsetting Seller Note
19:37 - Leveraging Earnest Deposits
24:28 - Are Seller Notes Common?
26:36 - Buyer Deposits and Due Diligence
27:49 - LOI vs. Purchase Agreement
32:19 - Skipping LOIs: Pros and Cons
35:16 - Trustworthiness in The Transaction
37:27 - When and How To Contact Jake


More ThinkSBA Resources

⁠⁠https://calendly.com/thinksba⁠ - Schedule Call
⁠https://g.page/thinksba⁠ - Google Business Page & Reviews
⁠https://thinksba.com/faq⁠ - Frequently Asked Questions
⁠https://mysbaloanpro.com⁠⁠ - My SBA Loan Pro Podcast
⁠https://youtube.com/@thinksba⁠ - YouTube Channel

Welcome to a new episode of the My SBA Loan Pro Podcast Face-to-Face, where we dive deep into the world of buying and selling Owner Occupied Commercial Real Estate!

Many business owners face the question whether to buy their office space instead of leasing. This question can cause excitement or anxiety. Either way many business owners put off this important decision and miss out on this lesser known wealth building strategy.

In this episode, Glenn Arnold with Voit Real Estate Services gives the top 12 reasons why a business owner should consider buying their office space. Glenn has accumulated this list from his over thirty years experience helping business owners sell and buy their owner occupied real estate.



If you liked this content, let's connect on social media:

Instagram: ⁠https://instagram.com/mysbapro ⁠
Twitter: ⁠https://twitter.com/mysbapro⁠
LinkedIn: ⁠https://linkedin.com/in/ryanpatryck⁠



Chapters:00:00 - Introduction
00:37 - Meet Glenn Arnold
1:28 - Buying vs Leasing
2:48 - Reasons to Consider Owning
4:01 - CPA Input
4:38 - Potential Tax Efficiencies
4:51 - Occupancy Cost Comparison
7:27 - Steady & Predictable Growth
8:07 - Down Payment Considerations
10:33 - Short-Term Business Ownership
12:26 - Cash Flow Impact
14:14 - Comfort Owning Real Estate
14:36 - Long-Term Commitment
16:02 - Real Estate as Wealth Building
17:15 - Business Value vs Real Estate Value
18:02 - Specialized Improvement
21:06 - Choosing the Best Exit Vehicle
27:00 - Factors Influencing the Strategies
31:52 - Strategic and Financial Analysis
36:46 - Challenges Faced by Business Owners
41:11 - Case Study
47:22 - How to Contact Glenn


More ThinkSBA Resources

⁠⁠https://calendly.com/thinksba⁠ - Schedule Call
⁠https://g.page/thinksba⁠ - Google Business Page & Reviews
⁠https://thinksba.com/faq⁠ - Frequently Asked Questions
⁠https://mysbaloanpro.com⁠⁠ - My SBA Loan Pro Podcast
⁠https://youtube.com/@thinksba⁠ - YouTube Channel