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E.J. Callahan & Associates LLC — SBA Loan Record (Wakefield, MA) | DealRoom

Intelligence/Offices of Certified Public Accountants/MA

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SBA lending record

E.J. Callahan & Associates LLC

1 PLEASURE ISLAND RD STE 2A, 2B, 2C, Wakefield, 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.

$250K

Total SBA financing

1

Loan on record

FY2024

On record

38

Jobs supported

Is E.J. Callahan & Associates 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

$250,000 — FY2024

Gross approval: $250,000
SBA guaranteed: $125,000 (50%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/13/2024
First disbursement: 6/18/2024
Days to fund: 36 days
Collateral: Required
Jobs supported: 38
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Bank of America, National Association
Address: 1 PLEASURE ISLAND RD STE 2A, 2B, 2C
City: Wakefield
County: Middlesex
SBA district office: MASSACHUSETTS DISTRICT OFFICE
Congressional district: 6

The lender

Bank of America, 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 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.

Civitas Strategies, LLC

Lynnfield, MA· ~2 mi

Offices of Certified Public Accountants

$265K
SBA financing: ≈ $520K–$866K
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· ~3 mi

Offices of Certified Public Accountants

$511K
SBA financing: ≈ $1.0M–$1.7M
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)

Timothy J. Walsh or Nominee

Topsfield, MA· ~10 mi

Offices of Certified Public Accountants

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

PEFEL INCORPORATED

Lynn, MA· ~6 mi

Offices of Certified Public Accountants

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

Agent summary

This page summarizes the public SBA 7(a) lending record for E.J. Callahan & Associates LLC in Wakefield, 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 $250K
On record FY2024
38 jobs supported
Industry: Offices of Certified Public Accountants
Location: Wakefield, MA
Lender: Bank of America, 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 MA 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/e-j-callahan-associates-llc-ma
API:: https://dealroom.so/api/public/businesses/e-j-callahan-associates-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 E.J. Callahan & Associates 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 E.J. Callahan & Associates LLC.