has a new article, found here, that points to the importance of an investment adviser or RIA firm borrower getting their SBA Paycheck Protection Program loan application right the first time: “What you don’t want is to submit an application that’s incomplete and you have to fix it … [because then] you [fall] to the back of the queue.” Meeting the legal requirements is also key.

Our Winstead team including Andrew Rosell , Jennifer Knapek,  and our SL&E team are already consulting with and assisting current and new advisory clients on PPP SBA loan applications. Fellow Winstead attorney John Adolph has summarized the material information here.