Understanding Direct and Indirect Ownership
Online
Thursday, January 29, 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 >
Lenders are seeing increasingly complex tiered business ownership structures where applicants are owned by entities rather than by individuals. When determining 7(a) eligibility and applying affiliation rules as well as who must guaranty a loan, lenders must understand every detail and nuance of an applicant’s ownership structure, including the concept of direct and indirect ownership. Join this session to learn more about the concept of direct and indirect ownership, review basic policies and walk through several scenarios to illustrate how to analyze these complex structures and make appropriate eligibility determinations that meet SBA’s requirements.