Best Practices for Projections Based Lending
Online
Thursday, February 26, 2026
12:00 PM - 1:30 PM
iCalendar
Central Standard Time
LIVE Presentation Runs (90 minutes): 1:00-2:30 pm Eastern | 12:00-1:30 pm Central | 11:00 am-12:30 pm Mountain | 10:00 -11:30 am Pacific
Fee (per person):
- Members: 1 person: $405 | 2-5 people: $295 each | 6-10 people: $200 each | 11-20 people: $150 each
- Non-Members: 1 person: $750 | 2-5 people: $495 each | 6-10 people: $350 each | 11-20 people: $275 each
- Government: Contact NAGGL >
Need more than 20 connections? Contact NAGGL >
Projections based lending is often utilized when underwriting loans to start-ups, expansion, business acquisition purposes, and applicants with limited operating history or changes in product line or model. While lenders may be hesitant in how to proceed with projections and wary of relying on them when making a credit decision, the good news is that projections based lending can be done successfully, even with increased SBA scrutiny for early defaults. This session discusses SBA requirements for projections, assumptions, working capital analysis and best practices to help lenders better underwrite these transactions.