Defenders of Business Value EP 74: How to Ensure a Deal is Compliant, with Scott Oliver, Lewis Kappes
On this episode of Defenders of Business Value Podcast, Scott Oliver, Director at Lewis Kappes, joined host Ed Mysogland to talk about how to make sure a deal is compliant. They covered the process of reviewing proposed deals and preparing them for SBA compliance, the importance of using a seasoned SBA legal counsel, factors that can create problems, how to best work with SBA counsel, standby notes, and more.
Lewis KappesHeadquartered in downtown Indianapolis, Lewis Kappes offers the depth and experience you would expect from a large law firm, with the responsiveness and attention you would receive from a small firm.
They take a team approach to help you achieve your goals. This allows them to adapt to developments and react quickly and efficiently to pressing matters, while placing the diverse experience and expertise of the entire firm at your disposal.
Lewis Kappes is a proud member of the Law Firm Alliance (LFA).
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Scott Oliver, Director, Lewis KappesScott Oliver practices in the areas of commercial finance, real estate, and corporate transactions. He represents state and national banks involved in commercial financing, as well as clients involved in business/real estate transactions, including: real estate acquisitions/sales, business acquisitions/sales, leases, entity formation and governance, commercial issues, contract preparation, contract negotiations, and compliance.
As a closing attorney, Scott represents banks and non-bank lenders involved in SBA and conventional financing. He works in all stages of the lending process, including credit review, compliance, eligibility, lien perfection, title review/negotiations, preparation of security instruments/loan documents, subordination/intercreditor agreements, workouts, collections, foreclosure, and bankruptcy. Over the course of his career, Scott has closed hundreds of SBA 7(a) loans, SBA 504 loans, SBA CAPLine loans, and a wide range of conventional facilities. While stationed in the heart of Indianapolis, his team has closed transactions throughout the country in all 50 states.
Through his corporate practice, Scott represents a variety of businesses, from closely held corporations to multi-million dollar entities. He advises clients in transactions involving real estate matters, acquisitions, sales, partner buyouts, and general commercial contracts and disputes. His representation also involves guiding new and emerging companies through entity selection, formation, growth, and governance.
Outside of his traditional practice areas, Scott is an Adjunct Professor at the Indiana University Robert H. McKinney School of Law, teaching Legal Communication and Analysis. He is an active member of the Indianapolis Bar Association where he holds various leadership positions and manages small and large-scale events for the local community.
Scott earned his B.A. from Purdue University, where he graduated with highest distinction and served as the graduation commencement speaker. He earned his J.D., cum laude, from the Indiana University Robert H. McKinney School of Law. During law school, Scott was the President of the Student Bar Association, a member of the Moot Court Executive Board, Vice Magister of Phi Delta Phi, a legal research and writing tutor, and a student teacher at Shortridge High School in Indianapolis, Indiana.
Ed Mysogland, Host of Defenders of Business Value PodcastThe Defenders of Business Value Podcast combines 30 years of exit planning, valuation, and exit execution working with business owners. Ed Mysogland has a mission and vision to help business owners understand the value of their business and what makes it salable. Most of the small business owner’s net worth is locked in the company; to unlock it, a business owner has to sell it. Unfortunately, the odds are against business owners that they won’t be able to sell their companies because they don’t know what creates a saleable asset.
Ed interviews battle-tested experts who help business owners prepare, build, preserve, and one-day transfer value with the sale of the business for maximum value.
Ed is the Managing Partner of Indiana Business Advisors. He guides the development of the organization, its knowledge strategy, and the IBA initiative, which is to continue to be Indiana’s premier business brokerage by bringing investment-banker-caliber of transactional advisory services to small and mid-sized businesses. Over the last 29 years, Ed has been appraising and providing pre-sale consulting services for small and medium-size privately-held businesses as part of the brokerage process. He has worked with entrepreneurs of every pedigree and offers a unique insight into consulting with them toward a successful outcome.
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