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Civitas Strategies, LLC — SBA Loan Record (Lynnfield, MA) | DealRoom

Intelligence/Offices of Certified Public Accountants/MA

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SBA lending record

Civitas Strategies, LLC

1 Hampton Court, Lynnfield, 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.

$265K

Total SBA financing

1

Loan on record

FY2020

On record

7

Jobs supported

Is Civitas Strategies, 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

$265,000 — FY2020

Gross approval: $265,000
SBA guaranteed: $198,750 (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: 8/11/2020
First disbursement: 8/31/2020
Days to fund: 20 days
Paid in full: 4/30/2021
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 7
Business type: Partnership
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Five Star Bank
Address: 1 Hampton Court
City: Lynnfield
County: Essex
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 6

The lender

Five Star Bank

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 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.

E.J. Callahan & Associates LLC

Wakefield, MA· ~2 mi

Offices of Certified Public Accountants

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

James P. Moriarty CPA LLC or Nominee

Wilmington, MA· ~6 mi

Offices of Certified Public Accountants

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

ShresthaCPA LLC

Stoneham, MA· ~5 mi

Offices of Certified Public Accountants

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

Timothy J. Walsh or Nominee

Topsfield, MA· ~8 mi

Offices of Certified Public Accountants

$203K
SBA financing: ≈ $397K–$662K
Est. revenue (rough)

GEORGE C FERULLO JR, CPA, PC

Peabody, MA· ~2 mi

Offices of Certified Public Accountants

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Granite Peak Associates, Inc.

North Andover, MA· ~13 mi

Offices of Certified Public Accountants

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Civitas Strategies, LLC in Lynnfield, 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.

1 SBA 7(a) loan totaling $265K
On record FY2020
7 jobs supported
Industry: Offices of Certified Public Accountants
Location: Lynnfield, MA
Lender: Five Star Bank

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 ~$265k 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/civitas-strategies-llc-ma
API:: https://dealroom.so/api/public/businesses/civitas-strategies-llc-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 Civitas Strategies, 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 Civitas Strategies, LLC.