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New Podcast: A SBA Lender's Insights from $400 Million Of Closed Deals In 9 Years

An interview with Bruce Marks

Today’s Sponsor

Hello SMB Deal Hunters!

I’m excited to share a new interview with Bruce Marks, a SBA lender from First Bank of the Lake. 

Bruce has closed over $400 million of deals in 9 years and specializes in serving SMBs and search funds with SBA loans from $2.5-$10.0 million.

Today’s issue is sponsored by Steed, a team of tax specialists that ensures you pay the absolute least in taxes.


Want me to help you source on and off-market deals and mentor you through closing your first acquisition?


In the interview with Bruce, we discuss:

  • What types of deals Bruce looks for (and how that differs from other lenders)

  • What are the most common mistakes searchers make

  • How to do due diligence on a lender

  • Buying bigger vs smaller businesses

  • SBA rules and regulations in the “grey areas” (and where Bruce stands)

  • Personal guarantee with the SBA loan

And more!


You’re Paying Too Much In Taxes

Are you part of the 92% who don't have a tax strategy? This lack of planning means missing out on every tax credit and opportunity available to you.

Your CPA Probably Sucks - Here's Why:

It's a common frustration. Most CPAs fail to provide expert tax strategies, aren't proactive and leave you guessing about your taxes until the end of the year. This reactive approach can cost you significantly.

At Steed, Our Goal is Simple: Ensure You Pay the Absolute Least in Taxes.

Just last month, we helped individuals and businesses save over $275 million in taxes!

-Unlimited Access to Your Tax Team: Say goodbye to hourly billing & hidden fees. With Steed, you have all-access to our tax professionals, whenever you need them.

-Proactive Tax Strategy & Implementation: We don't just plan; we act. Our team works tirelessly to save you tax dollars, so you can focus on making money.

One-Week Only - free tax strategy session for SMB Deal Hunter Readers! For the next week, we're offering a free tax strategy session with a Steed tax expert.

From the very first call, expect custom-tailored tax strategies and immediate value from our expert CPAs. No delays, just straight-up instant tax-saving strategies.

Learn more at steedstrategy.com


Invest with me in cash-flowing SMB deals. I’m bringing on a select few investors from this community into businesses I’m buying and investing in.

Get a personal introduction to my preferred SBA 7(a) lender, non-SBA lenders, Quality of Earnings providers, or legal counsel

Join my mastermind community of 350+ elite business buyers to get support on your deals and meet fellow entrepreneurs on the same journey.

Raising capital for your deal? I’ll connect you with investors from the SMB Deal Hunter Community.

Interested in selling your business? I’ll help you connect with buyers from the SMB Deal Hunter Community.


See you tomorrow with some new deals!

P.S. I'd love your feedback. Tap the poll below or reply to this email.

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This publication is a newsletter only and the information provided herein is the opinion of our editors and writers only. Any transaction or opportunity of any kind is provided for information only; SMB Deal Hunter does not verify nor confirm information. SMB Deal Hunter is not making any offer to readers to participate in any transaction or opportunity described herein.