269 West Front Street, Suite E Missoula, MT 59802 T: 406 251 5861 F: 888 251 8191 E:
Resources
Acquisition Finance Papers, Publications
Rocky Mountain Capital
Credit Criteria-Acquisition Finance: credit standards for borrower and target business
7(A) Lending Program Overview
Screening Guide for SBA-Guaranteed Acquisition Financing
How to Use the Business Acquisition Screening Guide
Lending Program Comparison: 504 Versus 7(A)
High Loan-to-Value Acquisition Finance
"Goodwill Regulation -- a Risk-Targeted Approach" (Coleman Report, June 29, 2009)
RMC Newsletter #10, 9/10/2010: Turning Point for Companies with Declining Trends
RMC Newsletter #6, 9/2/2009: Goodwill Cap Eliminated
Loan Structures Under & Over $2M
Other Sources
Determining Benchmark Working Capital in a Business Acquisition (Darrell V. Arne, IBBA News, Winter 2006)
SBA Announces Record Loan Approval Volume in FY 2011 (U.S. Small Business Administration News Release, Oct.5, 2011)
C-Corp Only Alternative for Rollover Stock Purchase (Whitlock Group Newsletter, Feb.1, 2011)
Recovery Loan Incentives Spurred Continued Rebound in SBA Lending in FY 2010 (Business Wire, Oct. 4, 2010)
It's Official, SBA 7(a) Stimulus Works (Coleman Report, May 3, 2010)
How to Sell Your Business (The New York Times, January 7, 2010)
Mergers & Acquisitions Financing on Wikipedia
Exit Planning Papers, Publications
(with permission of Business Enterprise Institute)
Note: Copyrighted documents of BEI are not for reprinting, distribution or publication without prior written permission of BEI.
Why Exit Planning?
Inevitabilities -- issues that arise in every exit plan
Maximizing & Protecting Business Value
Ownership Transfers to 3rd Parties
Ownership Transfers to Insiders
Business Continuity
Personal Wealth & Estate Planning
Acquisition Finance: Application Checklists & Forms
Pre-Screening Checklist, Seller
Pre-Screening Checklist, Buyer
Application Forms
Please contact us at Rocky Mountain Capital before you begin filling out these forms: Robert Heffner (406) 251-5861