Resources
Acquisition Finance Papers, Publications
Rocky Mountain Capital
Benefits of Finance Consulting: What RMC Can Save You
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)
"Goodwill Regulation -- a Risk-Targeted Approach" (Coleman Report, June 29, 2009)
"It's Official, SBA 7(a) Stimulus Works" (Coleman Report, May 3, 2010)
RMC Newsletter #8, 1/13/10: Expected Increase in SBA Loan Limit to $5MM
RMC Newsletter #7, 12/10/09: Support S.2869, Raising SBA Loan Limit to $5 MM
RMC Newsletter #6, 9/2/09: Goodwill Cap Eliminated
RMC Newsletter #4, 7/22/09: Stimulus Bill Initiatives for SBA
Other Sources
Mergers & Acquisitions Financing on Wikipedia
"How to Sell Your Business" (The New York Times, January 7, 2010)
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
Application Cover Sheet
Resume & Qualifying Information Form
SBA Form 413 -- Personal Financial Statement
SBA Form 912 -- Personal History
IRS Form 4506T -- Request for Transcript of Tax Return
Notes Payable Schedule (business)
Organizations and Associations
Business Enterprise Institute (BEI) -- exit planning education and professional support
International Business Brokers Association -- brokerage education, news and references
National Association of Government-Guaranteed Lenders -- SBA policy news & analysis
US Small Business Administration
Home Page: www.sba.gov
Local Resources for Counseling and Assistance
SBA District & Regional Office Locator
SBA Programs
SBA Most Requested Topics
Business Brokers and M&A Advisors
AdvantEdge Advisors, Alan Tronson, principal
ASG Partners, Paul Keller, principal
Compass Advisors, Bryce DeGroot, principal
Mountain States Business Brokers, Benjamin Mahrle, principal
PCS Business Brokers LLC, John Suprock, principal
Management Consulting
3rd Level Consulting, Frank Sahlien, President
Global Office Partners, Varju Luceno, principal
Service Corps of Retired Executives (SCORE)
Small Business Development Centers (SBDC)