Our team is here to help. Schedule a call or reach out directly.
Real SBA professionals — not actors. We've originated, packaged, and closed deals at every level.
Founder
Nearly 20 years in SBA 7(a) and 504 lending. Currently SBA National Sales Manager at CB&T / Phoenix Lender Services, Shane has funded over $75,000,000 annually in SBA 7(a) originations. He built The Broker's Codex to give new brokers the real-world knowledge that took him years to accumulate.
Schedule a CallEVP & Chief SBA Revenue Officer
25+ years in SBA lending. EVP and Chief SBA Revenue Officer at CB&T / Phoenix SBA — previously President of SBA Lending at Live Oak Bank, the #1 SBA Lender in the U.S. Stephanie brings institutional-level expertise to every deal and every broker she mentors.
Schedule a CallBusiness Development & Deal Structuring
Attorney-turned-SBA lender with a J.D. from BYU Law School and a decade-plus as a Business Development Officer. Brian bridges the gap between legal structure and deal execution — if your deal has complexity, he's seen it before.
Schedule a Call3001 Wrightsville Ave., Suite A
Wilmington, NC 28403