SBA Loans: Small Business Funding and Resources 

Discover SBA loan programs and resources that could help your business.

- OR -

MOST POPULAR

Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

FAST Member? Click here for instant access.

Are SBA Loans Right for You?

This course helps business owners and their advisors better understand the purpose of SBA loan programs, who's eligible, and whether U. S. Small Business Administration (SBA) loans are the right funding for the business. People are often surprised to learn that many businesses can benefit from the funding and resources from the SBA. The SBA definition of a "small business" might be bigger than you think.

What You'll Learn ...

  • The pros and cons of SBA and bank business loans to help you decide which is better for you
  • The players in the SBA loan process and how they could help you
  • Whether you're eligible for one of the SBA's loan programs
  • What to expect in the application process and how to get your loan more quickly
  • Important details about the SBA's major loan programs:
    • The Standard 7(a) program
    • 7(a) specialized programs
    • The 504/CDC loan program
    • Other SBA loan programs

This program does not cover temporary COVID relief programs that are no longer open to new applications, such as the PPP and the COVID-19 EIDL program.

... And Get Valuable Resources

Understanding all the SBA loan programs, where to get more info, and where to find lenders can be daunting. I'll give you two template that summarize this for you and help you quickly get the information you need.

  • Overview of SBA Loan ProgramsDeciding which programs are right for you can be overwhelming. There are multiple options, each with different rules. I summarize the key info about them for you in two pages.
  • Links to Key SBA InformationThe SBA website has many helpful resources for you, if you know where to find them. Skip wandering through pages and pages of info to get what you need. These links will take you directly to what you want to know.

Some Sample Course Reviews

"Excellent overviews and resource guides for my work. Best SBA loan recap I've ever seen."

"Good review of the SBA loan program and included information I did not know."

"Excellent and up-to-date summary of SBA loans. Helpful references to online resources."

"I always knew SBA loans were complicated, but they are even more complicated than I ever thought possible. Rob did a very good job walking me through everything and helping to make a complicated topic clean and understandable.."

Course Outline

Section 1: Basic Information and Loans and the SBA

  • Welcome and Overview
  • Some Loan Basics
  • About the SBA
  • The Players in the SBA Loan Process
  • General Eligibility Requirements

Section 2: SBA Loan Programs

  • The Standard 7(a) Program
  • 7(a) Specialized Programs
  • The 504 Loan Program
  • Other Loan Programs

Section 3: Key Takeaways

  • Pros and Cons of SBA Loans
  • Key Takeaways

Are you a CPA? Get CPE Credit for this course.

Let me be your guide

I’m Rob Stephens, founder of CFO Perspective. CFO Perspective provides continuing education courses for CPAs as well as financial management courses for business advisors and staff. During my career, I’ve been the CFO, SVP of Finance, or Director of Operations of companies from just a few employees to $3 billion in assets and hundreds of employees. I’ve done new location analysis for a variety of industries at companies I worked at or coached.


Join with NO RISK!

There is no risk to you. I think you'll be impressed with what you receive, but if you're not, you can quit within the first month. Get a full refund in your first 30 days if it's not everything you wanted.

Can an SBA Loan Help You Build Your Dream Business?

Quickly get the info you need from an impartial source (I'm not a lender!) to find out if an SBA loan is right for you.

- OR -

MOST POPULAR

Get this course and all other CFO Perspective courses along with downloadable tools and access to Rob for only $290/year as part of a FAST membership.

The SBA Loans course is one of the courses you get with a FAST membership.

FAST (Finance and Strategy Toolkit) is a membership program that gives you resources for better strategic financial management. You get all the CFO Perspective courses. Get direct access to me as well as tools for improved decisions that can lead to superior business performance.

The right tools can save you time, reduce your stress, and improve your effectiveness.

FAST Member? Click here for instant access.

>
Success message!
Warning message!
Error message!