Policy guidance

Appendix 15: Valuation Guidelines for SBICs

This appendix describes the policies and procedures which SBICs must follow in valuing their loans and investments.

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In addition, this appendix provides guidance as to the techniques and standards which are generally applicable to such valuations.

The need for clearly defined valuation policies and procedures and understandable techniques arises in connection with the requirement that Licensees report the worth of their portfolios to investors and SBA. This information assists SBA in its assessment of the overall operational performance and financial condition of individual Licensees and of the industry

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Effective: August 3, 1999
Related Programs: Related programs: SBIC
Last updated April 5, 2023