Does anyone here already do this work?  What specifically needs to be done?

Karen

PLEASE NOTE- The Kaseno CPA Firm, LLC was acquired by GA Group on August 17, 2026.  All the same people- all of the same great service—just a new name!

 

www.gagroup.com

Karen J. Kaseno, CPA, CVA, CFE, MAFF Managing Director Litigation Support   Direct:  (760) 753-7515   Email: kkaseno@gagroup.com   445 Marine View Avenue, Suite 300 Del Mar, CA 92014

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From: Ron Seigneur <ron.seigneur@cpavalue.com>
Sent: Wednesday, 23 September 2026 10:35:04
To: Katie Gilden <Katie@fiskeco.com>; Karen Kaseno <kkaseno@gagroup.com>; ERC List Serve <listserv@ercllc.net>
Subject: RE: New SBA rules

 

The SBA should be releasing one or more technical bulletins very shortly to clarify who will be qualified to do Q of Es for SBA lending purposes, effective Oct 1, and what must be covered.  From what I learned yesterday from a panel I was on including three SBA lenders I do not perceive this to be a high risk service that might be a nice service line for us BVFLS folks to focus on if we have relationships with biz brokers and SBA lenders.   The ASA conference next week, which can be attended virtually for either 2 days or one day has a nice session on doing Q of E studies btw.  https://www.appraisers.org/asa-international-conference

 

Just a piece of trivia Live Oak Lending is now fulfilling 80% of all SBA loans nationally.  With Wells Fargo and Key Bank a distant 2^nd and 3^rd.

 

 

Ron

 

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	T 303.980.1111 D 720-665-9000 T 877.775.2676 F 303.308.6969 www.cpavalue.com <image003.jpg>		Ron Seigneur MBA CPA/ABV ASA CVA Partner Ron.Seigneur@cpavalue.com Seigneur Gustafson LLP 940 Wadsworth Blvd, Ste 200 Lakewood, Colorado 80214 Beyond the Number$ Click here to send a secure file

 

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From: Katie Gilden <Katie@fiskeco.com>
Sent: Tuesday, September 22, 2026 4:18 PM
To: Karen Kaseno <kkaseno@gagroup.com>; Ron Seigneur <ron.seigneur@cpavalue.com>; ERC List Serve <listserv@ercllc.net>
Subject: RE: New SBA rules

 

Yes – I had heard this as well!!!! Thanks for sharing, Ron!

 

Katie Gilden Partner / Chief Operating Officer Direct: +1 954.361.7910 Office: +1 954.236.8600 Visit: fiskeco.com

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From: Karen Kaseno via Listserv <listserv@ercllc.net>
Sent: Tuesday, September 22, 2026 4:36 PM
To: Ron Seigneur <ron.seigneur@cpavalue.com>; ERC List Serve <listserv@ercllc.net>
Subject: [Listserv] Re: New SBA rules

 

Well that is interesting!  Thanks for passing that on, Ron!

 

Karen

 

PLEASE NOTE- The Kaseno CPA Firm, LLC was acquired by GA Group on August 17, 2026.  All the same people- all of the same great service—just a new name!

 

www.gagroup.com

Karen J. Kaseno, CPA, CVA, CFE, MAFF Managing Director Litigation Support   Direct:  (760) 753-7515   Email: kkaseno@gagroup.com   445 Marine View Avenue, Suite 300 Del Mar, CA 92014

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From: Ron Seigneur via Listserv <listserv@ercllc.net>
Sent: Tuesday, 22 September 2026 13:27:03
To: ERC List Serve <listserv@ercllc.net>
Subject: [Listserv] New SBA rules

 

The new SBA rules effective October 1, require a Quality of Earnings analysis for all SBA loans over $3 million by a credentialed expert. They have not yet announced who will be qualified to do these, but it might require a CPA and it will be a huge opportunity for those willing to do this type of work.  Stay tuned!

 

Ron Seigneur

303.980.1111

Sent from my Galaxy S21

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