It’s a new year and a new administration. Jason Woods, of the SBA’s North Carolina District Office, will provide the latest update on SBA rule changes that may impact YOU and your transactions. Plus, Jeremy White of Fidelity Bank will provide inside information on how best to work with your SBA lender to get deals done efficiently and with the least number of obstacles.

Moderator: Randy Mitchell, Senior Advisor of Business Sales Transactions – VR Business Sales -Charlotte
Panelists: Jeremy White, Senior Small Business Administration BDO/VP – Fidelity Bank
Jason Woods, Lender Relations Specialist, NC District Office, SBA

Agenda:
– CVBBA News & Update
– Panelist Introductions
– Opening Statements from Panelists
– Moderator Led Q & A with the Panelists
– Member Questions and Takeaways
– Closing Statements (if time allows)

Join us for an evening of networking with your fellow brokers and deal partners. It’s the perfect opportunity to reconnect with old friends, make new connections, and foster valuable professional relationships.

📅 When: Wednesday, April 23, 2025, 5:00-7:00 PM
📍 Where: Rusty Bucket Restaurant & Tavern
🏠 Address: 4810 Ashley Park Lane, Charlotte NC 28210

🍴 Food and beverages courtesy of our sponsor, Dogwood State Bank.
🙏 A HUGE thanks to Scott Birkner, SBA Business Lending Specialist at Dogwood State Bank.

Event registration is by invitation only. RSVP by April 18th.

Not able to attend? Suggest someone we should invite!!

Any questions feel free to contact: Adam Petricoff, 📱 Mobile: (704) 905-8658.

Join us for an unforgettable evening above the city! Network with business brokers, deal partners, and industry pros while enjoying stunning rooftop views, refreshing cocktails, and great conversations.

🍹 Sip. 🤝 Connect. 🌇 Soak in the views.

📍 Level 7 Rooftop Bar | AC Hotel Raleigh North Hills
📍 101 Park at N Hills St., Raleigh, NC 27609
📅 Thursday, May 8th, 2025
🕔 5:00 – 7:00 PM

RSVP by May 5th. Any questions, reach out to Dalton Martier, (402) 709-9908

Generously Sponsored by North State Bank

North State Bank, headquartered in Raleigh, North Carolina, is an independent, full-service community bank recognized as a Preferred Lender by the U.S. Small Business Administration (SBA). This designation empowers the bank to approve, underwrite, and service SBA-guaranteed loans without prior SBA review, expediting the lending process for small businesses. Through its dedicated Government Lending Division, North State Bank offers SBA 7(a) and 504 loans, supporting entrepreneurs nationwide in starting, acquiring, or expanding their businesses. The bank’s commitment to responsive and streamlined service, combined with its national lending footprint, positions it as a trusted partner for small business financing across the country.

Dalton Martier
Vice President, SBA Business Development Officer
(402) 709-9908

North State Bank