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Bakken Newton & Associates, LLC — SBA Loan Record (Marion, MA) | DealRoom

Intelligence/Offices of Certified Public Accountants/MA

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SBA lending record

Bakken Newton & Associates, LLC

240 Wareham Rd, Marion, MA · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.4M

Total SBA financing

1

Loan on record

FY2024

On record

6

Jobs supported

Is Bakken Newton & Associates, LLC 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

$1,428,000 — FY2024

Gross approval: $1,428,000
SBA guaranteed: $1,071,000 (75%)
Status: Paid in full
Rate at approval: 10.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 4/5/2024
First disbursement: 4/25/2024
Days to fund: 20 days
Paid in full: 12/31/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 6
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: United Midwest Savings Bank National Association
Address: 240 Wareham Rd
City: Marion
County: Plymouth
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 9

The lender

United Midwest Savings 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 Massachusetts Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Massachusetts

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.

Weiner And Rice LLC

Newton, MA· ~45 mi

Offices of Certified Public Accountants

$1.2M
SBA financing: ≈ $2.4M–$3.9M
Est. revenue (rough)

68 SAMOSET LLC

Plymouth, MA· ~17 mi

Offices of Certified Public Accountants

$482K
SBA financing: ≈ $944K–$1.6M
Est. revenue (rough)

Jason Anderson & Associates, Inc.

Sandwich, MA· ~13 mi

Offices of Certified Public Accountants

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

The Largo Group, Inc.

Boston, MA

Offices of Certified Public Accountants

$1.1M
SBA financing: ≈ $2.2M–$3.6M
Est. revenue (rough)

O'Reilly Strategic Group, Inc.

Watertown, MA· ~50 mi

Offices of Certified Public Accountants

$996K
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

J&E ACCOUNTING AND TAX SERVICES INC

Framingham, MA

Offices of Certified Public Accountants

$1.2M
SBA financing: ≈ $2.4M–$4.0M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Bakken Newton & Associates, LLC in Marion, MA (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 $1.4M
On record FY2024
6 jobs supported
Industry: Offices of Certified Public Accountants
Location: Marion, MA
Lender: United Midwest Savings 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 MA for ~$1.4M 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 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/bakken-newton-associates-llc-ma
API:: https://dealroom.so/api/public/businesses/bakken-newton-associates-llc-ma
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 Bakken Newton & Associates, LLC 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 Bakken Newton & Associates, LLC.