Mastering SBA Lending: Strategies for Small Business Growth Webinar

Insider Tips on the SBA Lending Process for Business + Real Estate

Join us for an insightful webinar led by SBA lending expert Ray Drew, known as SBA Ray, to uncover invaluable tips and strategies that can propel your small business towards success. Gain a comprehensive understanding of various loan types, navigate the latest SBA rules, and position yourself to secure crucial funding for your next business venture.

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Thursday, August 24, 2023

@2PM EST

Client Exclusive

Exclusive to Anomaly clients + 1 friend

Your Host: Ray Drew

Top-producing SBA 7a Lender, Host of the #1 Podcast in SBA Lending, SMB Investor, Business Acquisition, Partner Buyout, Owner-occupied CRE

Your Host: Greg O'Brien

Award-winning CPA specializing in complex tax planning and virtual CFO

Your Host: John Malone

Award-winning certified Tax Coach, Attorney and Business Advisor

In the dynamic landscape of small business lending, knowledge is power. In this engaging webinar, Ray Drew will share his expertise gleaned from years of experience as a top producing Business Development Officer (BDO). Through his innovative insights and practical guidance, participants will delve into the nuances of different loan types available for small businesses, enabling them to make informed decisions that align with their unique needs.

With the ever-evolving SBA rules, staying up-to-date is paramount. Ray will delve into the recent changes and highlight how these updates have streamlined the process of acquiring funding. Participants will also gain valuable insights into the criteria SBA lenders evaluate when assessing applications. By grasping what lenders look for, attendees will discover effective strategies to position themselves favorably and maximize their chances of securing SBA funding for endeavors ranging from owner-occupied commercial real estate to partner buyouts.

What You Will Learn On This Live Training Event:

SECRET #1:

In-depth understanding of various loan types tailored for small businesses.

SECRET #2:

Updated knowledge of recent SBA rule changes and their impact on loan acquisition.

SECRET #3:

Insight into the evaluation criteria of SBA lenders, enabling participants to optimize their loan applications.

SECRET #4:

Strategies for positioning your business favorably to secure SBA funding for acquisitions and real estate ventures.

SECRET #5:

Expert guidance from SBA Ray, a trusted industry leader with a proven track record of assisting entrepreneurs in navigating SBA borrowing complexities.

As Seen On:

About the Hosts:

About Ray Drew

Ray Drew, widely recognized as SBA Ray, is a trailblazer and innovator in the realm of SBA lending and M&A. As a 5-time Top Producing BDO and the host of the highly acclaimed podcast "The Art Of SBA Lending," Ray's expertise is unparalleled. With a dedicated focus on helping small business owners achieve their goals, he specializes in crafting customized loan solutions that align with each business's unique requirements. Ray's passion for empowering small business owners shines through as he guides them through the intricate process of securing funding for ventures ranging from owner-occupied commercial real estate to business acquisitions and partner buyouts within the $500 million to $5 million range.

About Greg O'Brien

Greg O'Brien is an award winning CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.

As the only Certified Tax Strategist in Massachusetts, licensed by the American Institute of Certified Tax Planners, he specializes in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden.

About John Malone

John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing.

John’s focus is on his client’s future, which is centered around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planner. With this background, he aims to provide innovative solutions to the ever-changing tax landscape. John is also an Attorney that has been recognized as a “Rising Star” each year from 2018 through 2021 by the Massachusetts Super Lawyers Magazine. In addition to his role with the Anomaly team, John owns and operates a law firm in Boston.