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Cady Yizhen Lee, CPA — SBA Loan Record (San Gabriel, CA) | DealRoom

Intelligence/Offices of Certified Public Accountants/CA

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SBA lending record

Cady Yizhen Lee, CPA

288 S San Gabriel Blvd, #208, San Gabriel, CA 91776 · 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

FY2026

On record

9

Jobs supported

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

Is Cady Yizhen Lee, CPA 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

$1,380,000 — FY2026

Gross approval: $1,380,000
SBA guaranteed: $1,035,000 (75%)
Status: Current
Rate at approval: 9% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/28/2026
First disbursement: 2/20/2026
Days to fund: 23 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 9
Business type: Individual
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: 288 S San Gabriel Blvd, #208
City: San Gabriel, 91776
County: Los Angeles
SBA district office: LOS ANGELES DISTRICT OFFICE
Congressional district: 27

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

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.

Abacus Investment LLC

Arcadia, CA· ~5 mi

Offices of Certified Public Accountants

$1.4M
SBA financing: ≈ $2.6M–$4.4M
Est. revenue (rough)

Phillips and Company, Accountancy Corporation

Pasadena, CA· ~4 mi

Offices of Certified Public Accountants

$1.3M
SBA financing: ≈ $2.6M–$4.3M
Est. revenue (rough)

X & L CPAs, LLP

Arcadia, CA· ~3 mi

Offices of Certified Public Accountants

$831K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

WINNES WONG, C.P.A, A PROFESSIONAL CORPORATION

Alhambra, CA· ~3 mi

Offices of Certified Public Accountants

$1.9M
SBA financing: ≈ $3.7M–$6.2M
Est. revenue (rough)

AGUIRRE & CO.

La Habra, CA· ~14 mi

Offices of Certified Public Accountants

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

360 Business Management

Burbank, CA· ~15 mi

Offices of Certified Public Accountants

$1.3M
SBA financing: ≈ $2.6M–$4.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Cady Yizhen Lee, CPA in San Gabriel, CA (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 FY2026
9 jobs supported
Industry: Offices of Certified Public Accountants
Location: San Gabriel, CA
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 CA 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/cady-yizhen-lee-cpa-ca
API:: https://dealroom.so/api/public/businesses/cady-yizhen-lee-cpa-ca
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 Cady Yizhen Lee, CPA 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 Cady Yizhen Lee, CPA.