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- New Podcast: A SBA Lender's Insights from $400 Million Of Closed Deals In 9 Years
New Podcast: A SBA Lender's Insights from $400 Million Of Closed Deals In 9 Years
An interview with Bruce Marks
Hello SMB Deal Hunters!
I’m excited to share a new interview with Bruce Marks, a SBA lender from First Bank of the Lake.
Bruce has closed over $400 million of deals in 9 years and specializes in serving SMBs and search funds with SBA loans from $2.5-$10.0 million.
Today’s issue is sponsored by Steed, a team of tax specialists that ensures you pay the absolute least in taxes.
WORK WITH ME
Want me to help you source on and off-market deals and mentor you through closing your first acquisition?
INTERVIEW
In the interview with Bruce, we discuss:
What types of deals Bruce looks for (and how that differs from other lenders)
What are the most common mistakes searchers make
How to do due diligence on a lender
Buying bigger vs smaller businesses
SBA rules and regulations in the “grey areas” (and where Bruce stands)
Personal guarantee with the SBA loan
And more!
PRESENTED BY STEED
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One-Week Only - free tax strategy session for SMB Deal Hunter Readers! For the next week, we're offering a free tax strategy session with a Steed tax expert.
From the very first call, expect custom-tailored tax strategies and immediate value from our expert CPAs. No delays, just straight-up instant tax-saving strategies.
Learn more at steedstrategy.com
COMMUNITY PERKS
• Invest with me in cash-flowing SMB deals. I’m bringing on a select few investors from this community into businesses I’m buying and investing in.
• Get a personal introduction to my preferred SBA 7(a) lender, non-SBA lenders, Quality of Earnings providers, or legal counsel
• Join my mastermind community of 350+ elite business buyers to get support on your deals and meet fellow entrepreneurs on the same journey.
• Raising capital for your deal? I’ll connect you with investors from the SMB Deal Hunter Community.
• Interested in selling your business? I’ll help you connect with buyers from the SMB Deal Hunter Community.
THAT’S A WRAP
See you tomorrow with some new deals!
![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/09b5bd0e-a0f6-4b94-81be-e86db978f343/1634494932691__3_.png?t=1716310179)
-Helen Guo
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Disclaimer
This publication is a newsletter only and the information provided herein is the opinion of our editors and writers only. Any transaction or opportunity of any kind is provided for information only; SMB Deal Hunter does not verify nor confirm information. SMB Deal Hunter is not making any offer to readers to participate in any transaction or opportunity described herein.