Integrated Insights

Bank Financing: Underwriting Expectations


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In this episode, Michael Haefner and Andrew MacQuilkan sit down again with Brandon Herbison from Plains Capital to discuss the financing process for a business acquisition. Brandon walks us through the initial underwriting process, including the essential documents lenders require and the expected timelines. He also shares insights into the role of personal guarantees, financial statement flexibility, and how banks and SBA loans work together to support buyers through challenges.

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Integrated InsightsBy ICCG