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Brian Manthe CPA, LLC — SBA Loan Record (Medford, OR) | DealRoom

Intelligence/Offices of Certified Public Accountants/OR

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SBA lending record

Brian Manthe CPA, LLC

2367 WESTPORT CIR, 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.

$240K

Total SBA financing

1

Loan on record

FY2021

On record

1

Jobs supported

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

Is Brian Manthe CPA, 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

$240,000 — FY2021

Gross approval: $240,000
SBA guaranteed: $216,000 (90%)
Status: Paid in full
Rate at approval: 5.8% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/8/2021
First disbursement: 1/13/2021
Days to fund: 5 days
Paid in full: 1/31/2025
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Live Oak Banking Company
Address: 2367 WESTPORT CIR
City: Medford, 97504
County: Jackson
SBA district office: PORTLAND DISTRICT OFFICE
Congressional district: 2

The lender

Live Oak Banking Company

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.

ASHLAND PARTNERS & COMPANY, LLP

Medford, OR· ~1 mi

Offices of Certified Public Accountants

$335K
SBA financing: ≈ $657K–$1.1M
Est. revenue (rough)

Custom Accounting Solutions, LLC

Eugene, OR· ~120 mi

Offices of Certified Public Accountants

$116K
SBA financing: ≈ $227K–$379K
Est. revenue (rough)

DTLACPA AN ACCOUNTANCY CORPORATION

Red Bluff, CA· ~154 mi

Offices of Certified Public Accountants

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Michael Woodmansee Tax & Accounting LLC

Springfield, OR· ~119 mi

Offices of Certified Public Accountants

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

Clockwork Accounting & Financial Services, LLC

Worland, WY· ~759 mi

Offices of Certified Public Accountants

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

Anne McCaleb CPA, PC

Bandon, OR· ~96 mi

Offices of Certified Public Accountants

$79K
SBA financing: ≈ $155K–$258K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Brian Manthe CPA, LLC 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 $240K
On record FY2021
1 jobs supported
Industry: Offices of Certified Public Accountants
Location: Medford, OR
Lender: Live Oak Banking Company

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 ~$240k 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/brian-manthe-cpa-llc-or
API:: https://dealroom.so/api/public/businesses/brian-manthe-cpa-llc-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 Brian Manthe CPA, 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 Brian Manthe CPA, LLC.