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The Small Business Administration (SBA) requires that lenders obtain business valuations for certain SBA loans. Join David Coffman, a practitioner who has performed hundreds of SBA valuations, to learn the nuances of SBA valuation engagements. The webinar will cover when SBA valuations are required, who are considered qualified sources of business valuations, how SBA valuations differ from other engagements, what valuation approaches and methods are best suited for SBA valuations, how to prepare more ‘lender friendly’ valuation reports, commonly encountered issues, and expected fees and turnaround times.
Program Agenda
Background - when and why did SBA start requiring valuations
When is an SBA valuation required
Who is a “qualified source” of SBA valuations
What is the purpose of an SBA valuation
Getting an engagement
Preparing the engagement letters and document requests
Suggested valuation approaches and methods
Preparing more ‘lender friendly’ valuation reports
Commonly encountered issues
Fees and turnaround times
Getting paid
Conclusion - Are SBA valuations a good fit for your firm?
Learning Objectives
Describe when a valuation is required for SBA loans
List qualifications required to be a source of SBA valuations
Describe how an SBA valuation is different from other engagements
Restate how to determine if SBA valuations a good fit for your firm
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