Sponsored by

Welcome to the NAGGL Spring 2020 Virtual Exhibit Hall.


NAGGL Members, what product or service are you looking for in the Virtual Exhibit Hall? 

401(k) Rollover


Bronze Sponsor


DRDA CPAs & Business Consultants have been focused on small businesses and their owners for over 40 years.  Since 2003 we have been providing the BORSA Plan which is a ROBS structure allowing your borrower to access 401k/IRA without tax or penalty to use as equity in their business purchase.  Unlike any other provider DRDA does not also source SBA Loans.  We leave that expertise to the lender and provide our expertise on the rollover as well as the on-going compliance requirements.  Let me help you understand the ins and outs of this tool.


Attorney (Closing, Compliance, Purchases)

Platinum Sponsor

Starfield & Smith represents lenders nationally for SBA compliance issues, including: loan documentation and closing; guaranty purchase issues; commercial litigation and creditors' rights; OCRM regulatory oversight and supervision matters; portfolio compliance audits and OIG investigations. If you're concerned about preserving your SBA guaranty, are troubled by the prospect of repairs or denials, or are challenged by complex regulatory compliance requirements or lender oversight and enforcement actions we can help.  Get your SBA answers from Starfield & Smith.


Business Valuation

Gold Sponsor

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GCF Valuation was the first company to provide compliant business valuations to SBA 7(a) lenders in 1997. We are known for our deep expertise with a 10-person analyst team, including 5 accredited appraisers.  Our superior reputation for high-touch personal service and handling the most complex engagements ensures your valuations are done right the first time.  GCF Valuation, the clear choice for SBA 7(a) compliant business valuations.

Gold Sponsor

Reliant Business Valuation specializes in business valuations and equipment appraisals for SBA purposes and works with over 150 SBA 7(a) lenders around the nation. As your most reputable source for SBA values, Reliant's team of ~20 processors, analysts and appraisers has been serving the SBA industry for almost a decade.  Its founder, Neal Patel, is a Certified Business Appraiser (CBA) and Certified Valuation Analyst (CVA), both approved valuation designations in the SBA SOP. 


Construction Risk Management


Silver Sponsor


The Construction Risk Management group of Tetra Tech provides lenders, owners and developers with a comprehensive and focused program to mitigate the risks associated with construction projects. We provide our services to a diverse base of public and private sector clients. With our broad and varied base, we can and will customize our services to fit your needs and the needs of the project.  Tetra Tech has a standard of excellence that you can depend on for all of your construction projects and loan requirements.

Environmental Due Diligence


Bronze Sponsor


ORMS works with SBA lenders, specifically PLP lenders,  to help them manage the environmental due diligence process by working to order and review environmental reports on their behalf and to make sure that they are SBA compliant.  ORMS provides an outsourced solution to making sure the reports are compliant with the SOP and to ensure the SBA guarantee remains in tact.

Tax Return Transcript Provider


Established in 2009, Tax Guard is a leading provider of real-time IRS tax debt data and services to help lenders accurately assess credit risks associated with potential borrowers. SBA lenders throughout the US rely on Tax Guard's 4-hour tax return transcripts and proprietary credit risk solutions both prior to financing, and throughout their lending relationships. Headquartered in Westminster, CO, Tax Guard's integrated solutions are designed to increase an SBA lender's profitability based on data obtained directly from the IRS. For more information, visit

Financial Services (Strategy, Risk Guidance, Financial Management, Technology)


Platinum Sponsor


Guidehouse is a provider of management, technology, and risk consulting services to the public and commercial sectors. In particular, Guidehouse serves the federal financial regulatory and federal credit communities, including SBA, in a range of functions covering agent services, financial services operations, securitization advisory services, and technology modernization.

Insurance - Life Insurance


Gold Sponsor


The Bailey Group (TBG) specializes in providing SBA borrowers a very fast process to obtain a new life insurance policy with an affiliated collateral assignment. TBG has multiple expedited programs with numerous insurance carriers whereas the time frame to obtain the life insurance may range anywhere from 1 hour to 7 to 10 days depending on a person's age, health, and coverage requirements.   Since 2003, TBG has established itself within the SBA industry as a preferred resource for life insurance.


Insurance - Title + Title Services


TitleVest provides a full-range of title insurance and related services with a team dedicated to SBA closings.  Fueled by its emphasis on speed, service and technology, TitleVest has been repeatedly recognized and awarded for its client centric services.  TitleVest is licensed in 39 states and through our parent company, First American Title we can close in all 50 states. All together we provide the greatest single-source resource for national SBA transactions.

Lender Service Provider; Non-Bank Lender


Premier Sponsor


Newtek Small Business Lending is a Lender Service Provider (LSP) that specializes in SBA services, including credit analysis, packaging/origination, closing, secondary market management, ongoing servicing/reporting/compliance, liquidations, loan file reviews, and consultancy services. As part of the Newtek Business Service Corp. (NASDAQ: NEWT) family of companies, Newtek Small Business Lending is also well positioned to help financial institutions nurture small-business relationships by providing key solutions to their business banking clients.

Secondary Market - 7(a) - Broker-Dealer


Gold Sponsor

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Signature Bank's Representative Office is located in Houston, Texas, buys and sells SBA/USDA loans and SBA pools.
Since Signature Bank's inception in May 2001, our SBA Group has consistently ranked as one of the nation's top assemblers of SBA pools.

Secondary Market - USDA + SBA


Silver Sponsor

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Thomas USAF Group offers its clients a unique advantage in that we are a major player in both the government guaranteed lending space as well as the secondary market.  With over $4 Billion+ in loans originated and purchased, we pride ourselves on the value we add to our clients' experience.  Whether it's creative financing for a large or complex project, assistance with USDA or SBA, solving legal lending limit problems or structuring a loan, we have the expertise to help our clients successfully reach their business goals.

Software - End-to-End Process Automation


Premier Sponsor


NOVATRAQ is the leading cloud-based small business lending software with tools designed especially for SBA loans.  Join top SBA lenders who have increased production, improved efficiency, and enhanced their customer satisfaction ratings with our proven system.  System features include online applications, custom dashboards, borrower and broker portals, credit underwriting templates, automated forms and checklists, SOP compliance, E-Tran access, DocuSign and FICO interfaces, electronic file cabinet, integrated financial spreads and legal docs, and more.


For over 30-years, PCFS Solutions has been a leader in delivering commercial lending software solutions with the industry's only integrated, end-to-end business lending platform. We provide a complete and streamlined prospect to payoff commercial lending software solution for all sized lending portfolios. Our cost-effective and unique platform solves many challenges that SBA lenders face improving efficiency, risk management and compliance. Our distinctive accounting logic, workflow design and automated report/document processing differentiates us above the competition.

From inquiry through disbursement and secondary market sales, SPARK securely digitizes the entire SBA lending process and allows lenders and borrowers to collaborate on the same platform. SPARK accelerates SBA lending with the following features:  Automated package creation and statement spreading.  Applicant Portal that allows participants to review and enter data and upload a documents Automated production of all SBA documents, Letters of Interest, Credit Memo and Commitment Letters. Direct integration with SBA's E-TRAN system.