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Loans

Track and manage business loans, interest, and repayment schedules

Business Debt Consolidation: When to Use Personal vs. Business Loans and How to Structure the Refinance
·mike

Business Debt Consolidation: When to Use Personal vs. Business Loans and How to Structure the Refinance

Consolidate business debt with a personal or business loan. Compare rates, terms, and tax implications, then follow a 7-step framework to actually save money and stop re-accumulating debt.

loans
small-business
debt-payoff
The SBA's New 90% Made in America Loan Guarantee: What Manufacturers Need to Know
·mike

The SBA's New 90% Made in America Loan Guarantee: What Manufacturers Need to Know

The SBA's new Made in America Loan Guarantee offers eligible small manufacturers up to $5 million with a 90% federal guarantee and waived fees in FY 2026—the highest guarantee rate ever extended to small manufacturers.

small-business
loans
sba
Cash-Flow Lending Explained: How Relay Capital and Embedded Lenders Fund Businesses Banks Reject
·mike

Cash-Flow Lending Explained: How Relay Capital and Embedded Lenders Fund Businesses Banks Reject

Big banks reject roughly 85–87% of small business loan applications. Cash-flow lenders like Relay Capital instead underwrite 3–6 months of bank statements, approving $1,000–$250,000 term loans in minutes with funding in 1–2 days. Here's how cash-flow underwriting works, what it costs, and how to keep books a lender can actually read.

small-business
loans
cash-flow
Panacea Financial and the Rise of Physician Banking: What Doctor-Focused Lending Teaches Anyone With Unusual Income
·mike

Panacea Financial and the Rise of Physician Banking: What Doctor-Focused Lending Teaches Anyone With Unusual Income

84% of medical student borrowers owe $100,000+ and residents earn $60,000–$70,000 while their debt suggests far more — a gap Panacea Financial, a physician-founded division of Primis Bank, underwrites around with no-cosigner PRN loans, refinancing, and practice financing. What niche banking gains, what it gives up, and why the 2026 Grad PLUS elimination changes the math.

banking
healthcare
loans
FASB ASU 2025-07: The New 'Own Operations' Derivative Scope Exception for ESG-Linked Debt, Earnouts, and Customer Warrants
·mike

FASB ASU 2025-07: The New 'Own Operations' Derivative Scope Exception for ESG-Linked Debt, Earnouts, and Customer Warrants

FASB's ASU 2025-07 adds an ASC 815 scope exception for non-exchange-traded contracts whose payoff depends on a party's own operations — ESG-linked interest rate step-downs, M&A earnouts, regulatory and product milestones, change-of-control triggers — and routes warrants received from customers through Topic 606 instead of derivative accounting. Effective for annual periods beginning after December 15, 2026, with early adoption permitted.

financial-reporting
compliance
accounting
FASB ASU 2025-08 Explained: Gross-Up Accounting for Purchased Seasoned Loans
·mike

FASB ASU 2025-08 Explained: Gross-Up Accounting for Purchased Seasoned Loans

FASB's ASU 2025-08 extends the CECL gross-up approach to purchased seasoned loans, eliminating the Day 1 provision expense on healthy acquired loan portfolios. Effective for annual periods beginning after December 15, 2026, with early adoption permitted — here's who qualifies, how the mechanics work, and how to prepare before your next acquisition.

accounting
financial-reporting
loans
FASB Just Made It Easier to Hedge Variable-Rate Debt — Here's What Changed
·mike

FASB Just Made It Easier to Hedge Variable-Rate Debt — Here's What Changed

FASB's ASU 2025-09, issued November 2025, makes five targeted fixes to hedge accounting: a 'similar risk' standard for grouped cash flow hedges, a 'choose-your-rate' framework for variable-rate debt, broader nonfinancial asset hedge eligibility, simpler net written option rules, and dual hedge mismatch relief. Public companies must comply for periods beginning after December 15, 2026; private companies get until after December 15, 2027, with early adoption permitted.

accounting
financial-reporting
compliance
UCC-1 Financing Statements: The 5-Year Lapse, the Continuation Window, and the Stale Liens That Block Loans
·mike

UCC-1 Financing Statements: The 5-Year Lapse, the Continuation Window, and the Stale Liens That Block Loans

A UCC-1 financing statement lapses exactly five years after filing unless the lender files a UCC-3 continuation within the six months before the lapse date — and paid-off liens that never get terminated can quietly block your next SBA loan. Here's how to search your own UCC record and clear stale filings before a lender finds them.

loans
small-business
financing
Buy Here, Pay Here Used Car Lot Accounting: What Independent Dealers Get Wrong About the Books
·mike

Buy Here, Pay Here Used Car Lot Accounting: What Independent Dealers Get Wrong About the Books

How buy-here-pay-here dealers should book installment notes receivable, separate unearned finance charges from vehicle-sale revenue, reserve for repossessions on portfolios where ~78% of loan volume is subprime, and structure a Related Finance Company that survives an IRS audit — plus why accrual accounting and year-of-sale gain recognition are mandatory for dealer inventory.

accounting
bookkeeping
small-business
Delaware's New Safe Harbor for Founder Deals: What the Section 144 Ruling Means for Related-Party Notes and SAFEs
·mike

Delaware's New Safe Harbor for Founder Deals: What the Section 144 Ruling Means for Related-Party Notes and SAFEs

On February 27, 2026, the Delaware Supreme Court's Rutledge v. Clearway ruling upheld the 2025 SB 21 amendments to DGCL Section 144, confirming a safe harbor for related-party deals — including founder bridge loans and insider SAFE participation — approved by disinterested directors or a majority-of-the-minority vote. Here's what founders must document to qualify.

legal
compliance
startup
Why Small Business Loans Get Denied: Approval Rates, Lender Odds, and Fixes From the Fed's 2025 Credit Survey
·mike

Why Small Business Loans Get Denied: Approval Rates, Lender Odds, and Fixes From the Fed's 2025 Credit Survey

The Federal Reserve's 2025 Small Business Credit Survey found only 42% of applicants received full funding and 22% received nothing. Full-approval rates ranged from 57% at small banks to a 46% denial rate at large banks, and the top denial reasons — credit score (45%), collateral (36%), cash flow (33%) — are largely visible in a business's own books before applying.

small-business
loans
financing
Insurance Premium Financing for Small Businesses: How It Works, What It Costs, and the Risks to Know
·mike

Insurance Premium Financing for Small Businesses: How It Works, What It Costs, and the Risks to Know

Insurance premium financing lets a small business spread an annual commercial premium into monthly installments at 4-14% simple interest — far below the 22-28% APR typical of business credit cards in 2026. This guide covers how the three-party loan works, standard fees and down payments, the power-of-attorney clause that lets the lender cancel your policy on default, and how to correctly book the prepaid asset and loan liability.

insurance
business-insurance
financing
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