SBA Citizenship Rules for 7(a) and 504 Loan Eligibility in 2025 Update from the SBA: All 7(a) and 504 loans now require 100% ownership by U.S. Citizens, U.S. Nationals, or Lawful Permanent Residents. Even a small percentage of foreign ownership like — 1% or less — can now disqualify an otherwise eligible business from receiving…
A coordinated system of remarkably easy to use document and spreadsheet templates for organizing, financing, running, and someday selling your business. by Dr. Paul M. Wendee, DBA, MBA, CFP® Dear Burke, As you know, I’ve advised entrepreneurs growing businesses for more than 30 years. Their problems? How to handle the everyday challenges of organizing, planning,…
It’s 2025… Is this happening in your business? “5 blind men and an elephant” In the parable about “5 blind men and an elephant,” each man touches the elephant in a different place and concludes something entirely different from the others. A tree, a wall, a vine, a big leaf, a… wtf? They are aware…
There you are with a business idea of a lifetime and you’re in front of a room full of investors… Although there are many of the usual things you must get right in your initial presentation to investors, here are my top 3 must-do’s to include. More and more investors these days are “Betting…
The other day, I got a call from one of our investors / advisors… Rob Kramarz at Intelliversity.org He had a question about using one of our 5-year financial model templates with a client. (As an investor himself, Rob also helps entrepreneurs raise capital.) And he uses Business Power Tools and our BizPlanBuilder to get…