Author: Overlap Capital
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Dallas Can’t Afford to Miss the SB 22 Moment
Dallas has a decision to make. The passage of Texas Senate Bill 22 did more than expand the Texas Moving Image Industry Incentive Program. It gave the state a new economic development lane at a moment when cities are competing for jobs, tourism, visibility, infrastructure, and creative industry growth. For Dallas, that matters. Not eventually.…
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The WealthOnce™ Two-Step Trust Process: First Structure It, Then Fund It
A trust is not finished just because the document is signed. WealthOnce™ separates trust formation from trust funding so your loved ones are clearly identified first, then your assets can be added today, tomorrow, and years from now. A good trust process should feel organized, not overwhelming. That is the thinking behind the WealthOnce™ Two-Step…
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Overlap Capital Launches WealthOnce™ Suite to Help Founders Build Business Structures That Are Ready for Capital
DALLAS, Texas — April 13, 2026 — Overlap Capital today announced the official launch of WealthOnce™, a new suite of business-formation and structure-related offerings now live on the Overlap Capital website and available through WealthOnce.app. Built as a dedicated division of Overlap Capital, WealthOnce™ is designed to help startups, sole proprietors, and small business founders…
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The Brands With Halos You Never Noticed
A funny thing happened on the way to American capitalism: some of the brands people trust, watch, quote, and tailgate around are nonprofit, quasi-nonprofit, or foundation-controlled. Charity is not hiding in the shadows. It is hiding in the logos, right under our noses in public. The first surprise is that your original list is not…
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Did You Know USDA B&I May Be the Smarter Capital Play for Bigger Rural Deals?
Did you know one of the most overlooked ways to fund a rural expansion, acquisition, refinance, or owner-occupied facility may not be SBA at all? USDA B&I is built for larger, harder-working projects hiding in plain sight.For years, the SBA 7(a) loan has been the default answer in small business finance. Need working capital? SBA.…
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The Probate Shortcut Texans Miss: How a Revocable Trust Can Help Keep a House Out of Court
In Texas, probate is common enough to matter and avoidable enough to plan around. A revocable trust will not fix everything, but when a home is properly placed into the trust, families may avoid a court process many assume is automatic after death. If you own a home in Texas, there is a good chance…
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Overlap Capital Unveils New Brand Identity and Capital Strategy for Toll™ at Annual Tree of Life Entertainment Solutions Group Retreat
FOR IMMEDIATE RELEASE DALLAS, Texas — March 21, 2026 — Overlap Capital announced that it presented a new brand identity, strategic language system, and forward-looking funding approach at the annual Tree of Life Entertainment Solutions Group retreat, marking a major step in the evolution of the group’s media ambitions and the formal introduction of Toll™…
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Overlap Capital Identifies $14M 1031 Exchange Capital Seeking Immediate Deployment into Asset-Backed Real Estate Opportunities
FOR IMMEDIATE RELEASE DALLAS, TX — March 17, 2026 — Overlap Capital, a Dallas-based capital advisory firm, has identified an investor prepared to deploy $14 million in total capital ($7M equity + $7M debt) through a structured 1031 exchange strategy. The firm is actively sourcing qualified opportunities and invites deal sponsors, operators, and property owners…
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Estate Planning Has a Vocabulary Problem, Not a You Problem
If terms like grantor, trustee, beneficiary, probate, and successor trustee sound like reasons to delay estate planning, take a breath. The language can feel bigger than the task. Once the vocabulary is translated into plain English, getting started becomes far less intimidating. One of the biggest reasons people postpone estate planning is not laziness, denial,…
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What SBA Loan Data Reveals About the Businesses Lenders Trust Most
Not all businesses are equal in the eyes of lenders. Some industries default five times more than others. Understanding how banks evaluate risk could be the difference between getting approved for capital—or getting declined. Small business owners often assume that lenders evaluate companies individually. While that is partly true, the reality is far more structural.…