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BHATIA & BHATIA, PC — SBA Loan Record (Arlington, MA) | DealRoom

Intelligence/Offices of Certified Public Accountants/MA

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SBA lending record

BHATIA & BHATIA, PC

418 MASSACHUSETTS AVENUE, Arlington, 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.

$450K

Total SBA financing

2

Loans on record

FY2020–21

On record

6

Jobs supported

Is BHATIA & BHATIA, 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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All 2 loans

$350,000 — FY2021

Loan 1 of 2

Gross approval: $350,000
SBA guaranteed: $262,500 (75%)
Status: Paid in full
Rate at approval: 3.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/30/2021
First disbursement: 12/22/2021
Days to fund: 114 days
Paid in full: 8/31/2025
Collateral: Required
Jobs supported: 6
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Leader Bank, National Association
Address: 418 MASSACHUSETTS AVENUE
City: Arlington
County: Middlesex
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 5

$100,000 — FY2020

Loan 2 of 2

Gross approval: $100,000
SBA guaranteed: $50,000 (50%)
Status: Cancelled
Rate at approval: 5% v
Term: 12 mo (1 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/2/2019
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code

The lender

Leader Bank, National Association

2 loans 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.

ShresthaCPA LLC

Stoneham, MA· ~7 mi

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$511K
SBA financing: ≈ $1.0M–$1.7M
Est. revenue (rough)

Vu CPA, P.C.

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$850K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

O'Reilly Strategic Group, Inc.

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Offices of Certified Public Accountants

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

Halkiadakis & Co. Pc

Wellesley Hills, MA· ~8 mi

Offices of Certified Public Accountants

$671K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

E.J. Callahan & Associates LLC

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Offices of Certified Public Accountants

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

James P. Moriarty CPA LLC or Nominee

Wilmington, MA· ~10 mi

Offices of Certified Public Accountants

$298K
SBA financing: ≈ $583K–$972K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for BHATIA & BHATIA, PC in Arlington, 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.

2 SBA 7(a) loans totaling $450K
On record FY2020–21
6 jobs supported
Industry: Offices of Certified Public Accountants
Location: Arlington, MA
Lender: Leader 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 ~$225k 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/bhatia-bhatia-pc-ma
API:: https://dealroom.so/api/public/businesses/bhatia-bhatia-pc-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 BHATIA & BHATIA, PC your business?

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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 BHATIA & BHATIA, PC.

541211

Lender

Leader Bank, National Association

Address

418 MASSACHUSETTS AVENUE

City

Arlington

County

Middlesex

SBA district office

MASSACHUSETTS DISTRICT OFFICE

Congressional district

5