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Cook Advisors P.C. — SBA Loan Record (Helena, MT) | DealRoom

Intelligence/Offices of Certified Public Accountants/MT

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SBA lending record

Cook Advisors P.C.

3385 COLTON DR #B, Helena, MT 59602 · Offices of Certified Public Accountants. 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

FY2024

On record

4

Jobs supported

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

Is Cook Advisors 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

$250,000 — FY2024

Gross approval: $250,000
SBA guaranteed: $125,000 (50%)
Status: Current
Rate at approval: 8% f
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 7/16/2024
First disbursement: 8/26/2024
Days to fund: 41 days
Collateral: Required
Jobs supported: 4
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Glacier Bank
Address: 3385 COLTON DR #B
City: Helena, 59602
County: Lewis And Clark
SBA district office: MONTANA DISTRICT OFFICE
Congressional district: 0

The lender

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

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.

AMETHYST HOLDINGS, LLC

Helena, MT· ~0 mi

Offices of Certified Public Accountants

$540K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

CEART CPA, PLLC

Livingston, MT· ~97 mi

Offices of Certified Public Accountants

$407K
SBA financing: ≈ $798K–$1.3M
Est. revenue (rough)

Adventure Accountants LLC

Sandpoint, ID· ~241 mi

Offices of Certified Public Accountants

$258K
SBA financing: ≈ $505K–$842K
Est. revenue (rough)

Brad Huber CPA PLLC

Polson, MT· ~123 mi

Offices of Certified Public Accountants

$525K
SBA financing: ≈ $1.0M–$1.7M
Est. revenue (rough)

Stolle Holding LLC

Missoula, MT· ~95 mi

Offices of Certified Public Accountants

$607K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Michael Law

Bozeman, MT· ~81 mi

Offices of Certified Public Accountants

$549K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Cook Advisors P.C. in Helena, MT (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 $250K
On record FY2024
4 jobs supported
Industry: Offices of Certified Public Accountants
Location: Helena, MT
Lender: Glacier 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 MT 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 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/cook-advisors-p-c-mt
API:: https://dealroom.so/api/public/businesses/cook-advisors-p-c-mt
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 Cook Advisors 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 Cook Advisors P.C..