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Bates Financial Services PC — SBA Loan Record (Cookeville, TN) | DealRoom

Intelligence/Offices of Certified Public Accountants/TN

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SBA lending record

Bates Financial Services PC

343 Foutch Dr, Cookeville, TN 38501 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.6M

Total SBA financing

1

Loan on record

FY2025

On record

3

Jobs supported

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

Is Bates Financial Services PC 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

$1,586,000 — FY2025

Gross approval: $1,586,000
SBA guaranteed: $1,189,500 (75%)
Status: Cancelled
Rate at approval: 10% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/15/2024
Collateral: Required
Jobs supported: 3
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: United Midwest Savings Bank National Association
Address: 343 Foutch Dr
City: Cookeville, 38501
County: Putnam
SBA district office: TENNESSEE DISTRICT OFFICE
Congressional district: 6

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

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.

ML Petty CPA, PLLC

Goodlettsville, TN· ~68 mi

Offices of Certified Public Accountants

$1.3M
SBA financing: ≈ $2.5M–$4.2M
Est. revenue (rough)

Strategic Vision Advisory Group, PLLC

Tullahoma, TN· ~68 mi

Offices of Certified Public Accountants

$2.0M
SBA financing: ≈ $3.9M–$6.5M
Est. revenue (rough)

Catrice James CPA LLC

Nashville, TN· ~73 mi

Offices of Certified Public Accountants

$2.0M
SBA financing: ≈ $3.9M–$6.5M
Est. revenue (rough)

Widget Tax LLC

Knoxville, TN· ~93 mi

Offices of Certified Public Accountants

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

CFO BUSINESS STRATEGIES LLC

Brentwood, TN· ~75 mi

Offices of Certified Public Accountants

$1.7M
SBA financing: ≈ $3.4M–$5.7M
Est. revenue (rough)

Nautilus Financials LLC

Fairview, TN· ~92 mi

Offices of Certified Public Accountants

$2.1M
SBA financing: ≈ $4.1M–$6.9M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Bates Financial Services PC in Cookeville, TN (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 $1.6M
On record FY2025
3 jobs supported
Industry: Offices of Certified Public Accountants
Location: Cookeville, TN
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 TN for ~$1.6M 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/bates-financial-services-pc-tn
API:: https://dealroom.so/api/public/businesses/bates-financial-services-pc-tn
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 Bates Financial Services PC 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 Bates Financial Services PC.