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ASHLAND PARTNERS & COMPANY, LLP — SBA Loan Record (Medford, OR) | DealRoom

Intelligence/Offices of Certified Public Accountants/OR

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SBA lending record

ASHLAND PARTNERS & COMPANY, LLP

3512 EXCEL DR STE 103, Medford, OR 97504 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$335K

Total SBA financing

1

Loan on record

FY2026

On record

—

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is ASHLAND PARTNERS & COMPANY, LLP your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$335,000 — FY2026

Gross approval: $335,000
SBA guaranteed: $167,500 (50%)
Status: Committed
Rate at approval: 8.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/23/2026
Collateral: Required
Business type: Partnership
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: JPMorgan Chase Bank, National Association
Address: 3512 EXCEL DR STE 103
City: Medford, 97504
County: Jackson
SBA district office: PORTLAND DISTRICT OFFICE
Congressional district: 2

The lender

JPMorgan Chase Bank, National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding offices of certified public accountants — by location, industry.

SBA lenders in Oregon Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Oregon

Similar businesses

Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Brian Manthe CPA, LLC

Medford, OR· ~1 mi

Offices of Certified Public Accountants

$240K
SBA financing: ≈ $471K–$784K
Est. revenue (rough)

Michael Woodmansee Tax & Accounting LLC

Springfield, OR· ~118 mi

Offices of Certified Public Accountants

$464K
SBA financing: ≈ $910K–$1.5M
Est. revenue (rough)

Hatch Tax & Consulting PLLC

Layton, UT· ~568 mi

Offices of Certified Public Accountants

$320K
SBA financing: ≈ $627K–$1.0M
Est. revenue (rough)

Averett & Associates Pc

Salt Lake City, UT· ~577 mi

Offices of Certified Public Accountants

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Buckhorn CFO Advisory Services LLC

Murtaugh, ID· ~445 mi

Offices of Certified Public Accountants

$355K
SBA financing: ≈ $696K–$1.2M
Est. revenue (rough)

Andrew J Brimhall LLC

Rexburg, ID· ~568 mi

Offices of Certified Public Accountants

$400K
SBA financing: ≈ $784K–$1.3M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for ASHLAND PARTNERS & COMPANY, LLP in Medford, OR (Offices of Certified Public Accountants). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $335K
On record FY2026
Industry: Offices of Certified Public Accountants
Location: Medford, OR
Lender: JPMorgan Chase Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in OR for ~$335k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/ashland-partners-company-llp-or
API:: https://dealroom.so/api/public/businesses/ashland-partners-company-llp-or
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is ASHLAND PARTNERS & COMPANY, LLP your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with ASHLAND PARTNERS & COMPANY, LLP.