Scroll

SBA lending record

Geer CPA PC

125 SULLYS TRL, Pittsford, NY 14534 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$295K

Total SBA financing

2

Loans on record

FY2021

On record

2

Jobs supported

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

Is Geer CPA PC 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.

Claim this listing Remove

All 2 loans

$25,000 — FY2021

Loan 1 of 2

Gross approval: $25,000
SBA guaranteed: $18,750 (75%)
Status: Paid in full
Rate at approval: 4.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Business purchase
Approved: 7/30/2021
First disbursement: 7/31/2021
Days to fund: 1 days
Paid in full: 7/31/2022
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Manufacturers and Traders Trust Company
Address: 125 SULLYS TRL
City: Pittsford, 14534
County: Monroe
SBA district office: ROCHESTER BRANCH OFFICE
Congressional district: 25

$270,000 — FY2021

Loan 2 of 2

Gross approval: $270,000
SBA guaranteed: $202,500 (75%)
Status: Paid in full
Rate at approval: 5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Business purchase
Approved: 7/30/2021
First disbursement: 9/14/2021
Days to fund: 46 days
Paid in full: 12/31/2024
Collateral: Required
Jobs supported

The lender

Manufacturers and Traders Trust Company

2 loans 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 New York Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in New York

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.

KRD 95 LLC

Pittsford, NY· ~3 mi

Offices of Certified Public Accountants

$450K
SBA financing: ≈ $882K–$1.5M
Est. revenue (rough)

View record

Upstream CPAs, LLP

Le Roy, NY· ~28 mi

Offices of Certified Public Accountants

$165K
SBA financing: ≈ $324K–$539K
Est. revenue (rough)

View record

Birnie CPA, P.C.

Spencerport, NY· ~19 mi

Offices of Certified Public Accountants

$95K
SBA financing: ≈ $186K–$310K
Est. revenue (rough)

View record

Ward, Schmerbeck & Billig, CPA's, P.C.

Rochester, NY· ~18 mi

Offices of Certified Public Accountants

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

View record

Ledger One, LLC

Rochester, NY· ~9 mi

Offices of Certified Public Accountants

$15K
SBA financing: ≈ $29K–$49K
Est. revenue (rough)

View record

PI TAX LLC

Rochester, NY· ~14 mi

Offices of Certified Public Accountants

$45K
SBA financing: ≈ $88K–$147K
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for Geer CPA PC in Pittsford, NY (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.

2 SBA 7(a) loans totaling $295K
On record FY2021
2 jobs supported
Industry: Offices of Certified Public Accountants
Location: Pittsford, NY
Lender: Manufacturers and Traders Trust Company

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 NY for ~$148k 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/geer-cpa-pc-ny
API:: https://dealroom.so/api/public/businesses/geer-cpa-pc-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 Geer CPA PC 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.

Claim this listing

Researching a business like this one?

The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.

Free · No documents · Usually same-day

I authorize DealRoom to share my contact information with SBA lending partners and loan brokers (including partners who compensate DealRoom), who may contact me about financing. DealRoom is not a lender and makes no credit decision.

DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Geer CPA PC.

1

Business type

Corporation

Business age

Change of Ownership

Industry

Offices of Certified Public Accountants

NAICS code

541211

Lender

Manufacturers and Traders Trust Company

Address

125 SULLYS TRL

City

Pittsford, 14534

County

Monroe

SBA district office

ROCHESTER BRANCH OFFICE

Congressional district

25