SBIC Services

Specialized SBIC Fund CFO Services

Expert guidance for Small Business Investment Companies through licensing, SBA regulatory compliance, and ongoing reporting requirements.

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What Sets our SBIC Fund CFO Services Apart

At LiftBridge CFO, we specialize in SBIC Fund CFO services tailored for your unique Small Business Investment Company. Our fractional CFOs bring deep expertise in SBIC compliance, operations, and financial leadership—ensuring your fund remains aligned with SBA regulations while maximizing efficiency and investor confidence.

SBIC Fund CFO Services

Meet our Expert

Jackie Byers

Jackie Byers, CPA, brings nearly 40 years of experience starting with Big Four public accounting, coupled with leadership roles for private equity, manufacturing and financial services firm, to the LiftBridge team.

Prior to joining LiftBridge in 2022, Jackie Byers served as the Chief Financial Officer and Chief Compliance Officer of Centerfield Capital Partners, a private equity firm based in Indianapolis. She was responsible for accounting, audit, tax, treasury, portfolio valuation, and financial reporting activities of the firm, including Small Business Association (SBA) reporting for the firm’s three funds that were licensed as Small Business Investment Company (SBIC) funds.

Her additional SBIC Fund CFO experience includes:

  • Managed multiple SBIC funds and SBA examinations
  • Co-led network of 30 SBIC CFOs which has now more than doubled in size
  • Licensed CPA with extensive audit experience
Jackie Byers, SBIC CFO
Learn More about Jackie

Why SBIC Funds Choose LiftBridge CFO?

LiftBridge serves as the central hub for your SBIC fund operations, connecting all critical stakeholders. We bridge communication gaps between your legal counsel, fund administrator, in-house finance team, and the SBA. Our specialized expertise translates complex requirements, provides guidance on reporting nuances, addresses SBA challenges, and strengthens your finance team’s capabilities. With LiftBridge as your operational center, you ensure seamless collaboration across your SBIC ecosystem while maintaining focus on investment strategy.
LiftBridge’s SBIC Fund CFO Services

Compliance and Operational Support for SBICs

Specialized expertise for the complex world of SBIC funds. Our team delivers the strategic guidance, training, and implementation support you need—exactly when you need it—allowing your team to focus on investment activities while ensuring impeccable SBA compliance.

Strategic Advisory

Specialized guidance to navigate complex SBIC requirements and optimize your fund operations for SBA compliance.

  • Guide through SBIC Application process
  • Tailor a Compliance Calendar
  • Create processes for SBA Compliance
  • Design reporting frameworks that satisfy regulators and investors

Staff Training

Let the LiftBridge team train-up your team to meet SBA requirements with confidence and efficiency.

  • Form 1031 Preparation
  • Update Capital Certificate
  • Quarterly Form 468
  • SBA Examination Process

Fractional Services

Hands-on implementation of critical SBIC reporting and compliance functions without full-time overhead costs.

  • Prepare Form 468
  • Compile consolidated 1031 quarterly reports
  • Maintain capital certificates
  • Manage SBA leverage draw requests
  • Develop commitment request documentation

Our Clients love us!

“Your Guidance has been incredible navigating our first go at the Form 468. The auditors are wrapping up their final reviews and they didn’t have any questions.“
Christie Wetzel

Director of Fund Operations

Frequently Asked Questions

A Small Business Investment Company (SBIC) fund is a privately owned investment fund that provides capital to small businesses in the United States. The U.S. Small Business Administration (SBA) licenses and regulates SBICs.

SBICs use their own funds and SBA-guaranteed funding to invest in small businesses. The SBA-guaranteed funding is a loan that matches (up to 2x) the amount of private capital raised by the SBIC. SBICs provide low-cost capital to small businesses in the form of equity and debt

Strict Licensing Process, SBA Compliance Requirements, Regulatory Changes

Get Started with Expert SBIC CFO Support

Ready to start an SBIC Fund? Or do you need help with your existing fund?
Contact us today to schedule a consultation.