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Borrowing

Smart borrowing strategies and debt management

SBA SOP 50 10 8: What the New Collateral and Equity Injection Rules Mean for 7(a) Borrowers
·mike

SBA SOP 50 10 8: What the New Collateral and Equity Injection Rules Mean for 7(a) Borrowers

SBA SOP 50 10 8, effective June 1, 2025, dropped the 7(a) collateral trigger from $500,000 to $50,000, requires liens on personal real estate with 25%+ equity for 20%+ owners, and tightened equity injection rules — HELOCs need outside income, seller notes must sit on full standby, and phased ownership buyouts are gone.

sba
sba-loans
small-business
The Interest-Free Loan That Isn't: How Section 7872 Imputes Interest on Family and Shareholder Loans
·mike

The Interest-Free Loan That Isn't: How Section 7872 Imputes Interest on Family and Shareholder Loans

A below-market loan triggers Section 7872, which treats forgone interest as taxable income to the lender even when no cash changes hands. This guide covers the $10,000 and $100,000 de minimis exceptions, the gift tax connection, and how charging the AFR avoids the whole problem.

tax
tax-planning
loans
Merchant Cash Advances: What They Are, How They Work, and When to Avoid Them
·mike

Merchant Cash Advances: What They Are, How They Work, and When to Avoid Them

Merchant cash advances can fund your business in 24 hours—but at effective APRs often exceeding 100%. Learn how factor rates work, how to calculate your true cost, when MCAs make sense, and what cheaper alternatives to consider first.

small-business
financing
loans
What Is APR? Annual Percentage Rate Explained for Small Business Owners
·mike

What Is APR? Annual Percentage Rate Explained for Small Business Owners

APR bundles a loan's interest rate and all lender fees into a single number, revealing the true cost of borrowing. Learn how to calculate APR, compare competing loan offers, and spot red flags in merchant cash advances and short-term financing.

apr
borrowing
loans
APR: What Every Borrower Should Know
·mike

APR: What Every Borrower Should Know

Understanding the Annual Percentage Rate (APR) is essential for making informed financial decisions when applying for business loans or credit cards. This guide clarifies what APR is, how it differs from the interest rate, and why it matters for borrowers.

apr
loans
credit