My SBA Loan Pro Podcast Podcast Por Ryan Smith arte de portada

My SBA Loan Pro Podcast

My SBA Loan Pro Podcast

De: Ryan Smith
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Applying for an SBA loan can be stressful , grueling and confusing — does this sound familiar? Don’t worry, SBA Pro and Host of the My SBA Loan Pro podcast Ryan Smith, reveals valuable insights and best practices regarding the SBA loan program and application process. Don’t take another step on your SBA journey until your equipped to make sound and informed decisions at every turn. Start listening today!Ryan Smith Economía Gestión y Liderazgo Liderazgo
Episodios
  • Crisis PR & Reputation Management for Small Businesses with Dave Oates | Ep. 33 | My SBA Loan Pro

    Crisis PR & Reputation Management for Small Businesses with Dave Oates | Ep. 33 | My SBA Loan Pro
    Mar 27 2026
    What happens when a disgruntled employee or angry customer attacks your small business online? Protect your company's reputation with expert crisis management strategies from Dave Oates, founder of PR Security Service.In this episode of the My SBA Loan Pro podcast, host Ryan Smith and Dave Oates break down exactly how business owners should handle negative online backlash, viral social media complaints, and internal company crises. Drawing from his 30 years of experience as a US Navy Public Affairs Officer and corporate marketing executive, Dave shares actionable steps to bulletproof your brand.Key Topics Covered:The Real Source of Business Crises: Why over 50% of PR disasters stem from disconnected or wrongfully terminated employees posting on platforms like Yelp, Glassdoor, and TikTok.The 60-Minute Response Rule: Why you must issue a statement combining empathy and clear action within the first hour to maintain public grace.Reputation Monitoring: How to use free tools like Google Alerts to track what people are saying about your management team and brand.Digital Footprint Defense: The importance of building a robust internet presence so negative comments don't dominate your search results or generative AI summaries.Crisis Preparation: Why drafting communication templates for likely scenarios (like network outages or product issues) minimizes financial disruption.Whether you're an everyday Main Street business owner, an exhausted landlord, or an M&A advisor looking to bring maximum value to your clients, this episode is packed with actionable insights to keep more money in your pocket and out of Uncle Sam's.Subscribe to My SBA Loan Pro for more expert interviews on deal structuring, wealth preservation, and business acquisition strategies!Key Chapters: 00:00 - Podcast Introduction 03:00 - Military Background and Finding Public Affairs 07:23 - Transitioning to Tech PR and the Private Sector 12:26 - The Promotional Marketing Era 14:37 - Surviving Industry Shifts and Pivoting to Crisis PR 20:19 - Financing the Pivot and Learning from Bad Leadership 25:16 - Real-World Cases: High-Profile Scandals and COVID-19 31:25 - The Most Common Sources of Business Crises 35:52 - Who Calls for Crisis PR and Initial Strategies 39:48 - Inside the Situation Room: The First 60 Minutes More Subject Matter Experts Playlisthttps://youtube.com/playlist?list=PL1...⁠More ThinkSBA Resources⁠https://calendly.com/thinksba - Schedule Callhttps://g.page/thinksba - Google Business Page & Reviewshttps://thinksba.com/faq - Frequently Asked Questionshttps://mysbaloanpro.com⁠ - My SBA Loan Pro Podcasthttp://youtube.com/@thinksba - YouTube Channel
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    55 m
  • Structured Installment Sales Explained with John Dudek | Ep. 32 | My SBA Loan Pro

    Structured Installment Sales Explained with John Dudek | Ep. 32 | My SBA Loan Pro
    Mar 13 2026
    Are you preparing to sell a highly appreciated business, investment property, or even your primary residence, but dreading the massive tax bill that comes with it?In this episode of the My SBA Loan Pro Podcast, host Ryan Smith sits down with financial strategist John Dudeck to unpack a powerful, underutilized tax-mitigation tool: Structured Installment Sales.Instead of taking a massive tax hit in a single year, John explains how sellers can leverage this strategy to safely defer capital gains, wipe out certain investment taxes, and create a predictable, guaranteed income stream for retirement.Key Takeaways in This Episode:The Double Whammy: Why traditional cash-out exits destroy your hard-earned equity through maximum Federal, State, and Net Investment taxes.Traditional vs. Structured: Learn how structured installment sales completely remove the buyer from the repayment equation, replacing them with a secure, A+ rated insurance annuity.The "Playing Field": A breakdown of the 4 key players needed to execute this strategy safely and legally.The Primary Residence Loophole: Why structured installment sales are a game-changer for homeowners downsizing or moving out of state (especially since 1031 Exchanges don't apply to primary residences!).Timelines & Underwriting: Exactly what to expect, the documents required, and how to successfully prepare your business or property for this type of sale.Whether you're an everyday Main Street business owner, an exhausted landlord, or an M&A advisor looking to bring maximum value to your clients, this episode is packed with actionable insights to keep more money in your pocket and out of Uncle Sam's.Subscribe to My SBA Loan Pro for more expert interviews on deal structuring, wealth preservation, and business acquisition strategies!If you liked this content, let's connect on social media:Instagram: https://instagram.com/mysbaproTwitter: https://twitter.com/mysbaproLinkedIn: https://linkedin.com/in/ryanpatryckKey Chapters:00:00 - Introduction 02:36 - John Dudeck's Background in Settlement Planning 05:47 - Traditional vs. Structured Installment Sales Explained 09:51 - The Playing Field: The 4 Key Players in a Sale 13:25 - How the Structured Annuity Contract Works 16:18 - The Massive Capital Gains Tax Burden of Selling 20:45 - The Role of the Insurance Carrier and Assignment Company 24:14 - What Buyers Need to Know & Do 26:17 - Risks and Flexibility of the Payment Schedule 29:08 - Underwriting, Timeline, and Required Documentation 33:26 - 1031 Exchanges vs. Structured Installment Sales 34:27 - Proving Legitimacy & Overcoming Client Hesitancy 36:46 - Educating Trusted Advisors (CPAs, Brokers, Attorneys) 40:18 - The Primary Residence Loophole & Ideal Use Cases 42:44 - Final Recap & How to Get StartedMore Subject Matter Experts Playlisthttps://youtube.com/playlist?list=PL1...⁠More ThinkSBA Resources⁠https://calendly.com/thinksba - Schedule Callhttps://g.page/thinksba - Google Business Page & Reviewshttps://thinksba.com/faq - Frequently Asked Questionshttps://mysbaloanpro.com⁠ - My SBA Loan Pro Podcasthttp://youtube.com/@thinksba - YouTube Channel
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    46 m
  • Buying a Business and Real Estate in the Same Transaction with Ryan Smith | Ep. 31 | My SBA Loan Pro

    Buying a Business and Real Estate in the Same Transaction with Ryan Smith | Ep. 31 | My SBA Loan Pro
    Feb 27 2026
    Are you looking to acquire a business and its underlying real estate? In this video, Ryan is joined by his daughter, Austyn, who takes over the interviewer seat to ask the tough questions about commercial acquisitions. We dive deep into the specific strategies, requirements, and loan mechanics you need to know to successfully close on both a business and its property.We cover everything from post-close liquidity requirements and SBA loan structures (like the 7a and 504 programs) to the crucial clauses you need in your purchase agreement—like the First Right of Refusal. Plus, I share real-world case studies showing how my clients saved up to $120,000 a year by structuring their real estate purchases the right way!In this video, you will learn:The essential cash and liquidity requirements for dual acquisitions.How underwriting timelines and property appraisals affect your closing.The exact pros and cons of buying real estate upfront vs. buying it 2-3 years later.How to structure SBA 7a and 504 loans to get the best interest rates and cash flow.If you found this video helpful, please hit the Like button and Subscribe for more insights on business acquisitions, SBA loans, and real estate financing!If you liked this content, let's connect on social media:Instagram: https://instagram.com/mysbaproTwitter: https://twitter.com/mysbaproLinkedIn: https://linkedin.com/in/ryanpatryck Key Chapters:0:00: Introduction1:55 – Should You Buy the Business and Real Estate Together?2:23 – Cash Requirements & Post-Closing Liquidity Explained4:13 – Timing Challenges: Valuation, Appraisal & Environmental Reports5:12 – Financing Together vs Separately (Pros & Cons)8:00 – Loan Mechanics: 7(a) vs 504 vs Conventional11:10 – Why Most Buyers Purchase the Business First12:02 – First Right of Refusal & Locking in the Price15:37 – Real Case Study: 25-Year Fixed Refinance at 6.2%18:00 – Scaling with SBA 504 After Maxing Out 7(a)More Subject Matter Experts Playlisthttps://youtube.com/playlist?list=PL1...⁠More ThinkSBA Resources⁠https://calendly.com/thinksba - Schedule Callhttps://g.page/thinksba - Google Business Page & Reviewshttps://thinksba.com/faq - Frequently Asked Questionshttps://mysbaloanpro.com⁠ - My SBA Loan Pro Podcasthttp://youtube.com/@thinksba - YouTube Channel
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    20 m
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