Structuring An Ownership Transition Using SBA Financing

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Price

$45 for ACBA Member - PA Credit Only
$70 for Non-ACBA Member - PA Credit Only
$0 for ACBA Emeritus Status Member - PA Credit Only
$60 for ACBA Member - PA and WV Credit
$85 for Non-ACBA Member - PA and WV credit
$15 for ACBA Emeritus Status Member - PA and WV credit
$10 for ACBA Member - Student

57 minutes

Date Published

March 11, 2026

Publisher

Allegheny County Bar Association

Subjects

Business Law

Questions

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Summary

Join KeyBank SBA Lending Specialist Tim Kellander and Business Banking Team Leader Christey Browne as they share how SBA loan programs can be leveraged to facilitate business sales, acquisitions, and ownership transitions.

Attendees will gain expertise in how these programs can help their business clients succeed by:

Understanding the fundamentals of SBA financing and eligibility requirements
Exploring strategies for structuring ownership transitions and buyouts
Identifying common pitfalls and how to avoid them

Topics will include common ownership transition scenarios such as:

Partner buyouts
Management buyouts
Family succession planning
Third-party acquisitions through asset or stock purchases
Business expansion through merger

Whether you represent buyers, sellers, or advise on succession planning, this session will equip you with practical insights to guide your clients through a smooth and successful transition.

SWOD-27248

Expand summary

Presenters

Tim Kellander

KeyBank

Christey Browne

KeyBank

Program Titles and Supporting Materials

This program contains the following components:

Media Files

From Handshake To Payoff Structuring An Ownership Transition Using Sba Financing

Downloadable Files

Materials 3 11 26

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

Click on jurisdiction for specific details:

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Refund Policy
SeminarWeb and Allegheny County Bar Association programs are non-refundable.

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