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Help Your Small Business Clients Grow and Save Money by Taking Advantage of WBD’s Lowest Rates in 2019!

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WBD Event Schedule Spring 2019
SBA Training Session, Champions’ Reception and the Small Business Awards Breakfast are Coming Soon

There’s Still Time to Sign Up for Upcoming SBA 7(a) Training Sessions

Boost your knowledge and know-how at our upcoming SBA 7(a) focused training sessions on April 23-24 and April 25. These new offerings build upon our SBA Fundamentals Course, providing more detail on specific portions of the process.

At a recent training put on by the WBD, attendees provided positive feedback and felt it was very informative:

“The course helped me to understand the requirements and ways for a smoother application process.”

“Great courses.”

“The case studies were very helpful.”

Click “Register” below to enroll for our upcoming 7(a) session in Appleton.

SBA Credit Underwriting – April 23-24
SBA Application Processing – April 25

SBA Champions’ Reception

Join WBD leadership, SBA District Staff, SCORE leaders, banking partners and most importantly people involved with the 2018 SBA Award winning small businesses, for a reception on May 9, 2019, from 5:00pm – 7:00pm at the Marriot Milwaukee West, on the eve of the SBA Breakfast.

Enjoy hors d’oeuvres and beverages, have a chance to meet the winners – including a WBD client, learn about what they do and mingle with others involved in helping small business succeed.

SCORE/SBA Small Business Awards Breakfast

You’re invited to a celebration of small business success in Wisconsin on May 10, 2019, from 7:00am – 11:00am at the Milwaukee Marriot West in Waukesha. Enjoy coffee, breakfast, a keynote speaker, and the awards ceremony.

In addition, after the awards ceremony, stay for a workshop covering topics including digital marketing, financing and the workforce.

Congratulations to WBD Client Croix Gear,
2018 SBA Small Business Award Winner

Croix Gear has been selected as this year’s winner for the Jeffrey Butland Family Owned Small Business Award.

Croix Gear has been in existence since 1965 and is in its third generation of family succession. Croix Gear is focused on marine drive systems and repair, until 1990, when it expanded to include full job shop gear manufacturing known for state-of-the-art technology. Sales have grown in each of the last several years with many customers looking to expand their orders.

WBD partnered with Citizens State Bank to assist with a 22,990 square foot addition to their existing building. This addition resulted in sales growth and will allow them to thrive for years to come.

With over 50 years of family owned business success passed from one generation to another, Croix Gear (Ruth Johnston and Matthew Johnston, mother and son) is a very well-deserving recipient of this year’s award. Ruth and Matthew will be presented with this award at the upcoming SCORE/SBA Small Business Awards Breakfast.

The 101 on the 504 –
New Informational Videos Now Available to View

Our new videos take you through the SBA 504 loan from start to finish, presented by WBD’s Vice President and Senior Loan Officer, Jason Monnett.

WBD’s four 504 Basics videos cover the topics below. Simply click on the topic to get started.

Part 1 – Overview, Structure and Benefits

Part 2 – Eligibility, Limits and Fees

Part 3 – 504 Refinance Program

Part 4 – Process

For more information on the SBA 504 loan, visit www.wbd.org/504

Business owners looking to grow their business can count on WBD to work with a local lender to help them secure financing through an SBA 504 loan. Businesses from the industries listed below have done just that, resulting in lower interest payments and jobs created to help build their communities.

Auto Repair
Purchase of new building


Project Amount $954,900	504 Amount $373,000	County Waukesha	Jobs* 3

Healthcare
Construction of a new facility


Project Amount $833,800	504 Amount $333,320	County Sheboygan	Jobs* 1.5

Manufacturer
Equipment Purchase


Project Amount $430,900	504 Amount $162,800	County Rock	Jobs* 5

See all projects funded in March >

* Jobs created or retained

Matthew Wilcox

Vice President & Loan Officer

Direct: 920-966-1490

Cell: 920-428-7441

Email: mwilcox@wbd.org


4618 South Biltmore Lane \| Madison WI 53719 www.wbd.org \| blog.wbd.org