SBA lending record
8516 N. Dixie Drive, Dayton, OH 45414 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$150K
Total SBA financing
1
Loan on record
FY2020
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Crossroads Investment Planning, 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.
The banks most active funding investment advice — by location, industry.
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Daniel L. Gilbert, CLU
Tipp City, OH· ~8 mi
Investment Advice
Adams Wealth Management Group
Centerville, OH· ~16 mi
Investment Advice
Jason Wilderson
Indianapolis, IN· ~103 mi
Investment Advice
Matthew E Beeghley
Columbus, OH· ~65 mi
Investment Advice
Bullseye Investment Management, LLC
Cincinnati, OH· ~40 mi
Investment Advice
Helen M Colon
Westerville, OH· ~71 mi
Investment Advice
This page summarizes the public SBA 7(a) lending record for Crossroads Investment Planning, LLC in Dayton, OH (Investment Advice). 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.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in OH for ~$150k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Crossroads Investment Planning, 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 Crossroads Investment Planning, LLC.