What specific scenarios involving shared directors, officers, or key employees constitute 'common management' triggering affiliation for SBA size determination?

The rule

SBA rules dictate that entities are affiliated if they have common management, meaning one or more individuals or entities control the management of two or more businesses. This typically occurs when the same person or group of people serve as officers, directors, or key employees (those who have critical influence over the strategic direction or operational decisions) in multiple businesses. The SBA looks beyond titles to actual influence and control. When common management is established, all businesses under that common management are aggregated to determine compliance with SBA size standards.

Facts that matter

• ✓Common management
• ✓Affiliation trigger
• ✓Shared directors
• ✓Overlapping officers