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Concepts in Planning Inc. — SBA Loan Record (Mount Kisco, NY) | DealRoom

Intelligence/Miscellaneous Financial Investment Activities/NY

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SBA lending record

Concepts in Planning Inc.

40 RADIO CIRCLE DR, Mount Kisco, NY 10549 · Miscellaneous Financial Investment Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$250K

Total SBA financing

1

Loan on record

FY2022

On record

—

Jobs supported

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

Is Concepts in Planning 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

$250,000 — FY2022

Gross approval: $250,000
SBA guaranteed: $187,500 (75%)
Status: Current
Rate at approval: 6.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/22/2022
First disbursement: 4/29/2022
Days to fund: 7 days
Collateral: Required
Sold on secondary market: Yes
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Miscellaneous Financial Investment Activities
NAICS code: 523999
Lender: BayFirst National Bank
Address: 40 RADIO CIRCLE DR
City: Mount Kisco, 10549
County: Westchester
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 17

The lender

BayFirst National 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 miscellaneous financial investment activities — by location, industry.

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

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.

Marco Polo X LLC

New York, NY· ~33 mi

Miscellaneous Financial Investment Activities

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

DJCOS ADVISORS LLC

Staten Island, NY· ~46 mi

Miscellaneous Financial Investment Activities

$99K
SBA financing: ≈ $194K–$324K
Est. revenue (rough)

Clearpath FP Consulting LLC

Poughkeepsie, NY· ~36 mi

Miscellaneous Financial Investment Activities

$660K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

Mountain View Financial Inc.

Valley Cottage, NY· ~12 mi

Miscellaneous Financial Investment Activities

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

Financial Enhancement Group LLC

Fishers, IN· ~650 mi

Miscellaneous Financial Investment Activities

$266K
SBA financing: ≈ $522K–$869K
Est. revenue (rough)

Landmark Ventures USA Inc.

New York, NY· ~34 mi

Miscellaneous Financial Investment Activities

$6.7M
SBA financing: ≈ $13M–$22M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Concepts in Planning Inc. in Mount Kisco, NY (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 $250K
On record FY2022
Industry: Miscellaneous Financial Investment Activities
Location: Mount Kisco, NY
Lender: BayFirst National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Miscellaneous Financial Investment Activities businesses in NY for ~$250k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/concepts-in-planning-inc-ny
API:: https://dealroom.so/api/public/businesses/concepts-in-planning-inc-ny
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 Concepts in Planning 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 Concepts in Planning Inc..