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Practice Areas

Knowledge. Experience. Vision. Solutions. Responsive and Timely.

Practice Areas

U.S. Small Business Administration (SBA) Lending

  • Answering questions about SBA Regulations, SOPs and Forms
  • Closing SBA 504 and 7(a) Loans
  • Providing In-house training, Executive Coaching and Improvements to the SBA Loan Closing Process 
  • Conducting Independent Loan Review of 504 and 7(a) Loan Closings
  • Responding to SLPC Declines and Screen outs for eligibility reasons
  • Responding to OCRM reviews
  • Servicing Documentation for SBA Loans
  • Assisting with CDC Corporate Governance Changes - Articles of Incorporation, Bylaws, conflicts of interest and IRS Form 990 policies, Professional Service Contracts, etc.
  • Reviewing Franchise Agreements
  • Training for Lenders and Attorneys
  • Other Needs? If there is an area where you need assistance that is not listed, then click on the Contact Us Link and ask. I'll be glad to assist you or refer you to other professional sources.
  • SBA E-Bulletins - be sure to subscribe to get in-depth analysis of changes in SBA regulations, SOPs and Forms and other issues facing CDCs

Commercial Lending

  • Closing Conventional Real Estate and Equipment Collateralized Loans
  • Preparing Closing Loan Documentation
  • Reviewing Title Insurance and Exceptions
  • Preparing, Reviewing and Negotiating Commercial Leases

General Business

  • Forming Corporations, Limited Liability Companies and Partnerships
  • Planning Ownership Control
  • Preparing Noncompetition, Nondisclosure/Confidentiality and Nonsolicitation Agreements
  • Preparing, Reviewing and Negotiating Commercial Leases
  • Purchase and Sale of Businesses

Employment/Personnel and Child Care

  • Preparing and Reviewing Personnel Manuals and Policies
  • Counseling on Recruiting, Hiring, Disciplining and Discharging Employees
  • Classifying Employees as Exempt/Nonexempt Under the Fair Labor Standards Act
  • Preparing Employment Agreements
  • Preparing Independent Contractor/Consultant Agreements
  • Counseling on Recordkeeping and Personnel Files

Basic Estate Planning

  • Preparing Last Wills and Testaments
  • Preparing Living Wills
  • Preparing Durable Health Care Powers of Attorney
  • Preparing Financial Powers of Attorney