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WEBExpress: Determining Eligibility in Complex Tiered Ownership Structures
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WEBExpress: Determining Eligibility in Complex Tiered Ownership Structures

 Export to Your Calendar 12/13/2018
When: December 13, 2018
Noon - 1:30 pm CENTRAL TIME
Where: TIME SHOWN IS CENTRAL TIME
Access instructions provided via email 24 hours prior to event
United States
Contact: NAGGL
405.377.4022


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December 13

WEBExpress: Determining Eligibility in Complex Tiered Ownership Structures

Fee (per location connection): $345 Mbr; $525 Non-Mbr; $275 Govt
Registration Deadline: 
December 11 (or until sold out)
Instructor: Jane Butler (NAGGL) and Rachel Zippwald (NAGGL)

When determining 7(a) eligibility, lenders must understand every detail and nuance of an applicant’s ownership structure. Lenders are seeing increasingly complex tiered business ownership structures, in which applicant companies are owned by other entities rather than by individuals, making it a challenge to decide eligibility issues, including affiliation, what guaranties are required, who completes SBA Form 1919, etc. Join NAGGL’s Jane Butler and Rachel Zippwald as they explain tiered ownership, review basic policies and walk through several scenarios to illustrate how to analyze these complex structures to make appropriate eligibility determinations that meet SBA’s requirements and stand the test of time ... and guaranty purchase review!  

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 www.naggl.org/regform

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12/13/2018
WEBExpress: Determining Eligibility in Complex Tiered Ownership Structures