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COMPVTIS CPA'S, INC. — SBA Loan Record (Sarasota, FL) | DealRoom

Intelligence/Offices of Certified Public Accountants/FL

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SBA lending record

COMPVTIS CPA'S, INC.

5500 BEE RIDGE RD, Sarasota, FL 34233 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$401K

Total SBA financing

1

Loan on record

FY2021

On record

2

Jobs supported

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

Is COMPVTIS CPA'S, INC. 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

$401,000 — FY2021

Gross approval: $401,000
SBA guaranteed: $300,750 (75%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/17/2020
First disbursement: 3/5/2021
Days to fund: 108 days
Paid in full: 2/29/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: SouthState Bank, National Association
Address: 5500 BEE RIDGE RD
City: Sarasota, 34233
County: Sarasota
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 16

The lender

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

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.

OnPoint Accounting Group LLC

Sarasota, FL· ~3 mi

Offices of Certified Public Accountants

$642K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

HEROIC SOLUTIONS CPA FLORIDA, LLC

Bradenton, FL· ~10 mi

Offices of Certified Public Accountants

$380K
SBA financing: ≈ $745K–$1.2M
Est. revenue (rough)

White Sands Tax Solutions, LLC

Venice, FL· ~14 mi

Offices of Certified Public Accountants

$325K
SBA financing: ≈ $637K–$1.1M
Est. revenue (rough)

Pellegrino & McFarland, P.A.

Sarasota, FL· ~5 mi

Offices of Certified Public Accountants

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

TT & KG LLC

Bradenton, FL· ~13 mi

Offices of Certified Public Accountants

$255K
SBA financing: ≈ $500K–$833K
Est. revenue (rough)

Medlin Consulting LLC

Largo, FL· ~44 mi

Offices of Certified Public Accountants

$408K
SBA financing: ≈ $800K–$1.3M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for COMPVTIS CPA'S, INC. in Sarasota, FL (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 $401K
On record FY2021
2 jobs supported
Industry: Offices of Certified Public Accountants
Location: Sarasota, FL
Lender: SouthState 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 FL for ~$401k 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/compvtis-cpa-s-inc-fl
API:: https://dealroom.so/api/public/businesses/compvtis-cpa-s-inc-fl
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 COMPVTIS CPA'S, INC. 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 COMPVTIS CPA'S, INC..