Would a handful of searchers help me and Sarah Andrews craft my interactive session on SBA financing for our SELF-FUNDED SEARCHER conf being held in Dallas Sept 30/Oct 1 Interested? DM on X or at [email protected]. Going for Home-run Derby status for my session.

SBA + Equity Investors and Now with the SBA SOPs on Partial buy-in? 🤔 How does having EQUITY investors with an SBA loan actually work? ZOOM Panel with Live Q&A. 12-12-23. 10:00 AM PST Kevin Henderson Ben Bortner Robert Graham Cat Littell REGISTER:👇 liveoakbank.zoom.us/meeting/regist…

2023 Wrap Up: State of the SBA x.com/i/broadcasts/1…

Can't believe JANUARY 2024 is less than 2 weeks away! Lots of great events happening in January. I am excited to share that I will be speaking at the highly anticipated 2nd Annual Michigan Ross ETA Conference on January 18-19, 2024! Lisa Forrest lnkd.in/gqmJ3U33

Stop by if you're in the DC area! Lisa Forrest forms.office.com/Pages/Response…

Hi, X SMB. It's been a long while since consistently contributing on the platform. Been making an impact in other direct ways. 😀 Sarah Andrews and I are scaring down $60M of production for the start of '24. Full time day job keeping us plenty busy. We've been road

See everyone in Philly this week! Love to network with the community and SIG, System Six and LCS at The Post (129 S 30th St) 5-7 pm. Click here to RSVP: forms.office.com/Pages/Response… Jordan Carter Lisa Forrest Chris Williams

Secrets out - nytimes.com/2024/03/15/bus… What do we think? Lisa Forrest

Houston Hall can double as Hogwarts and Philly is a little cold for my southern blood. But Wharton ETA doesn’t disappoint!

30% of our portfolio is Veterans and we would LOVE for that to grow Lisa Forrest. Check out some exhaustive helpful tips from: nam10.safelinks.protection.outlook.com/?url=https%3A%…

3x in NYC in less than a month. Lots going on in that community and thrilled to be a part of it! The power of verticals at Live Oak - our Search Fund vertical is teaming up with our franchise vertical to highlight how franchises can be a part of your search thesis. Lisa Forrest

Sitting here in flight to SLC for SMBash dreaming of the treats I left in the hotel fridge. I’ve never been more disappointed in myself then this moment Lisa Forrest

Work won’t love you back. So make sure you find something that doesn’t feel like work. Lisa Forrest SMBash has a “little” content, a “little” community and a “little” fun. See you in Dallas next year ✌🏻

Hey SMBash is classic rock anything over 25 years or its own genre of 60s, 70s, and maybe 80s rock? Drop your peloton leaderboard name. Let’s be friends! Lisa Forrest

Raleigh NC SMB Meetup tomorrow 6:30-8:30 at Lonerider Brewery. Do you think the dress code requires me to whip out my cowgirl boots? Come out and say hi!

Baby Sarah 12 years ago. Big April. Married, New Job and officially got her CPA license. Funny how small choices have big impact.

Search Fund Coalition NYC Deal Team & Coworking Day NYC 6/18 Experts Intro #2 ft. @Sara_m_andrews / Kevin Henderson / Chris Williams / Kirk Newcombe Link 👇Join us and already 70+ Searchers & ETA Supporters for an event not to be missed!!!

Join me at the M&A Launchpad Conference on October 26, 2024, at the HYATT REGENCY O'HARE CHICAGO! Use code LIVEOAK to get $200 off your ticket! Elevate your mergers and acquisitions game, and network with leaders. Secure your spot now! Lisa Forrest malaunchpad.com

Hello X! It's been awhile but let's start 2025 out with a hello in DC! Live Oak Bank Search Fund Lending is sponsoring a casual meet up for searchers in the local area. We'd love to meet y'all. All are welcome! Lisa Forrest  @ Dauphine’s, 15th Street Northwest, DC