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WEBExpress: Understanding EPC/OC Loan Structure & Eligibility
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WEBExpress: Understanding EPC/OC Loan Structure & Eligibility

When: November 27, 2018
Noon - 1:30 pm CENTRAL TIME
Access instructions provided via email 24 hours prior to event
United States
Contact: NAGGL

Online registration is closed.
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November 27

WEBExpress: Understanding EPC/OC Loan Structure & Eligibility

Fee (per location connection): $345 Mbr; $525 Non-Mbr; $275 Govt
Registration Deadline: 
November 26 (or until sold out)
Instructor: Lynn Ozer (Fulton Bank) and David Starfield (Starfield & Smith)

SBA prohibits 7(a) loan proceeds from financing assets that are held for their passive income—with one exception: the Eligible Passive Company (EPC) rule, which allows an individual or entity to own a fixed asset, such as real estate or equipment, and to lease it to one or more eligible small Operating Companies (OC). But, "because the EPC rule is an exception, it is interpreted strictly," and therefore, making a mistake in determining eligibility or processing the loan puts the SBA guaranty at risk. Join attorney David Starfield (Starfield & Smith) and lending expert Lynn Ozer (Fulton Bank) as they explain the intricacies of the rule and how to determine eligibility and document the loan file to protect the guaranty.

LIVE Presentation Runs: 1:00-2:30 pm Eastern | Noon-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00-11:30 am Pacific

Instructions for login will be distributed approximately 24 hours in advance of the session!

*Any transmission or retransmission to additional sites/rooms by any means, including, but not limited to, the use of a telephone conference bridge (whether or not owned by the registrant), is strictly prohibited.

First line = $345

Additional Lines:

2-10 additional lines = $145 for each additional line
>10 additional lines = $125 for each additional line
Purchase additional lines online or download a registration form at

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