AmiSight 3/3: SBA Lending Today: Strategy, Risk, and the Power of Relationships
- Ami Kassar
- Mar 3
- 1 min read
This week on the AmiSights Podcast, we’re joined by Brandi Nelson, Senior Director of Growth Operations at MultiFunding, for a powerful conversation on SBA lending, relationships, and what it really takes to guide entrepreneurs through successful financing.
From navigating borrower fatigue to understanding risk in business acquisitions, this episode is packed with practical insights for lenders, advisors, and entrepreneurs alike.
If you care about client experience, strong partnerships, and smarter SBA strategies, this is one you don’t want to miss.
“The SBA has done a great job, and so have bankers, in educating themselves to make this an affordable source of capital. It’s a smart way to accomplish your goals while preserving working capital and often an easier path to a ‘yes.’ The key, though, is finding the right bank and making sure they truly understand what they’re doing, because not all lenders have the same level of expertise.”
The three main topics of today's episode are:
Recent SBA policy changes, including the removal of the SBSS score, the need for clearer messaging and borrower education, and how COVID-era publicity has shaped perceptions of SBA lending.
Brandi shares her background in commercial and SBA lending and discusses how MultiFunding’s relationship-driven culture aligns with her approach to supporting entrepreneurs and referral partners.
We down how SBA programs can be strategically used for growth and acquisitions, emphasizing strong cash flow, realistic payment structures, thorough due diligence, and proper buyer education.
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