BALANCED PLANNING INC

21708 37TH PL, Lynnwood, WA 98036 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$20K

Total SBA financing

1

Loan on record

FY2020

On record

—

Jobs supported

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

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The loan

$20,000 — FY2020

Gross approval: $20,000
SBA guaranteed: $10,000 (50%)
Status: Paid in full
Rate at approval: 11.5% v
Term: 84 mo (7 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/11/2019
First disbursement: 10/31/2019
Days to fund: 20 days
Paid in full: 11/30/2022
Collateral: Required
Business type: Corporation
Business age: Unanswered
Industry: Other Accounting Services
NAICS code: 541219
Lender: U.S. Bank, National Association
Address: 21708 37TH PL
City: Lynnwood, 98036
County: Snohomish
SBA district office: SEATTLE DISTRICT OFFICE
Congressional district: 1

The lender

U.S. Bank, National Association

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

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Agent summary

This page summarizes the public SBA 7(a) lending record for BALANCED PLANNING INC in Lynnwood, WA (Other Accounting Services). 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 $20K
On record FY2020
Industry: Other Accounting Services
Location: Lynnwood, WA
Lender: U.S. Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Other Accounting Services businesses in WA for ~$20k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

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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/balanced-planning-inc-wa
API:: https://dealroom.so/api/public/businesses/balanced-planning-inc-wa
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.

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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 BALANCED PLANNING INC.