Helping small business investment companies efficiently acquire and maintain SBA licensing.
LiftBridge CXO believes every small business investment company (SBIC) can benefit from an on-demand CFO with extensive SBA examination experience. Existing SBICs, the SBA or SBA-approved outsourced firms, private equity firms looking to form an SBIC fund for the first time and accounting firms with SBIC audit clients can also benefit.
LiftBridge CXO serves as an outsourced CFO, offering an ongoing partnership to provide fractional services at a high level to efficiently drive positive results. We now offer on-demand SBIC services.
Capitalize on Extensive SBIC Services
LiftBridge CXO Director Jackie Byers will make the most of her extensive experience to shorten the time and improve accuracy of your SBIC application and licensing process. Jackie’s combined experience and eye for detail will help you avoid costly missteps. With more than nine years’ experience as CFO and CCO of private equity firm, Centerfield Capital Partners, which had several SBIC funds in its history, Jackie's experience included:
Responsible for the statutory reporting of the SBICs (e.g., filing Form 468 and Form 1031s) as needed to the Small Business Administration.
Managed the SBA examination process for all the firm’s SBIC funds.
Involved with multiple SBA examinations of all the firm's SBICs as well as the licensing process for two of the firms SBICs.
Past co-leader of a group of approximately 30 SBIC CFOs who routinely networked on SBA regulations and procedures and met annually prior to national SBIC conference.
Licensed CPA in state of Indiana with vast audit experience.
How We Help
Jackie can provide initial services to set up an SBIC, conduct pre-exams, assist firms in performing exams on behalf of an SBA, help prepare SBIC licensing applications, and provide ongoing compliance management and support to help you maintain SBA licensing. This may include SBIC accounting, SBIC reporting (filing Form 468 and Form1031) and SBIC external audits, for example.
Inquire about our on-demand SBIC services
LiftBridge CXO believes every small business investment company (SBIC) can benefit from an on-demand CFO with extensive SBA examination experience. Our goal is to help small business investment companies efficiently acquire and maintain SBA licensing to drive positive results. Please contact us to learn more.