In this episode of Happy Buyer, Happy Seller, host Shaun Thornton sits down with Katina Phillips, founder of Florida Funding Source, to break down one of the most critical, and often misunderstood, parts of buying a business with an SBA loan: the business plan.

Katina brings over 35 years of banking, lending, and underwriting experience into her consulting work, helping buyers create lender-ready business plans and financial projections designed specifically for SBA 7(a) approval.

Shaun and Katina go deep into how underwriters think, what they look for, and why most deals succeed or fail long before they ever reach the closing table.

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