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CAMPBELL AND ASSOCIATES, CPAs P.C. — SBA Loan Record (Orem, UT) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/UT

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SBA lending record

CAMPBELL AND ASSOCIATES, CPAs P.C.

36 S 400 W Ste. 103, Orem, UT 84058 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$166K

Total SBA financing

1

Loan on record

FY2020

On record

1

Jobs supported

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

Is CAMPBELL AND ASSOCIATES, CPAs P.C. 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

$166,200 — FY2020

Gross approval: $166,200
SBA guaranteed: $124,650 (75%)
Status: Paid in full
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/30/2020
First disbursement: 10/31/2020
Days to fund: 31 days
Paid in full: 6/30/2022
Collateral: None
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: BMO Bank National Association
Address: 36 S 400 W Ste. 103
City: Orem, 84058
County: Utah
SBA district office: UTAH DISTRICT OFFICE
Congressional district: 3

The lender

BMO 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 miscellaneous financial investment activities — by location, industry.

SBA lenders in Utah Lenders for miscellaneous financial investment activities Miscellaneous Financial Investment Activities lenders in Utah

Similar businesses

Comparable miscellaneous financial investment activities in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

OakBridge Asset Management, LLC

South Jordan, UT· ~21 mi

Miscellaneous Financial Investment Activities

$210K
SBA financing: ≈ $412K–$686K
Est. revenue (rough)

Elias T. Benjamin Wealth Management LLC

Sandy, UT· ~22 mi

Miscellaneous Financial Investment Activities

$412K
SBA financing: ≈ $808K–$1.3M
Est. revenue (rough)

Payne Financial Management

Orem, UT· ~1 mi

Miscellaneous Financial Investment Activities

$25K
SBA financing: ≈ $49K–$82K
Est. revenue (rough)

CA Wealth Management

Murray, UT· ~25 mi

Miscellaneous Financial Investment Activities

$510K
SBA financing: ≈ $999K–$1.7M
Est. revenue (rough)

Blue Line Financial Management, LLC

Tooele, UT· ~35 mi

Miscellaneous Financial Investment Activities

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Traders Edge Network

Sandy, UT· ~23 mi

Miscellaneous Financial Investment Activities

$668K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CAMPBELL AND ASSOCIATES, CPAs P.C. in Orem, UT (Miscellaneous Financial Investment Activities). 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 $166K
On record FY2020
1 jobs supported
Industry: Miscellaneous Financial Investment Activities
Location: Orem, UT
Lender: BMO Bank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in UT for ~$166k 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/campbell-and-associates-cpas-p-c-ut
API:: https://dealroom.so/api/public/businesses/campbell-and-associates-cpas-p-c-ut
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 CAMPBELL AND ASSOCIATES, CPAs P.C. 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 CAMPBELL AND ASSOCIATES, CPAs P.C..