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INNOVATIVE CPA GROUP OF FLORIDA, LLC — SBA Loan Record (Venice, FL) | DealRoom

Intelligence/Offices of Certified Public Accountants/FL

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SBA lending record

INNOVATIVE CPA GROUP OF FLORIDA, LLC

304 W. VENICE AVE, Venice, FL 34285 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.4M

Total SBA financing

1

Loan on record

FY2025

On record

15

Jobs supported

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

Is INNOVATIVE CPA GROUP OF FLORIDA, 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

$1,430,000 — FY2025

Gross approval: $1,430,000
SBA guaranteed: $1,072,500 (75%)
Status: Current
Rate at approval: 8.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 9/1/2025
First disbursement: 9/16/2025
Days to fund: 15 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 15
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Live Oak Banking Company
Address: 304 W. VENICE AVE
City: Venice, 34285
County: Sarasota
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 17

The lender

Live Oak Banking Company

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

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.

White Sands Tax Solutions, LLC

Venice, FL· ~0 mi

Offices of Certified Public Accountants

$325K
SBA financing: ≈ $637K–$1.1M
Est. revenue (rough)

OnPoint Accounting Group LLC

Sarasota, FL· ~12 mi

Offices of Certified Public Accountants

$642K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

DREHER & ASSOCIATES CPA, P.A.

Punta Gorda, FL· ~27 mi

Offices of Certified Public Accountants

$1.3M
SBA financing: ≈ $2.6M–$4.4M
Est. revenue (rough)

VMG Financial LLC

Fort Myers, FL· ~49 mi

Offices of Certified Public Accountants

$1.4M
SBA financing: ≈ $2.7M–$4.5M
Est. revenue (rough)

WORBEL ACCOUNTING, INC.

Brandon, FL· ~58 mi

Offices of Certified Public Accountants

$1.5M
SBA financing: ≈ $3.0M–$5.0M
Est. revenue (rough)

Love & Company CPAs, LLC

St Petersburg, FL· ~48 mi

Offices of Certified Public Accountants

$1.3M
SBA financing: ≈ $2.5M–$4.1M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for INNOVATIVE CPA GROUP OF FLORIDA, LLC in Venice, FL (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 $1.4M
On record FY2025
15 jobs supported
Industry: Offices of Certified Public Accountants
Location: Venice, FL
Lender: Live Oak Banking 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 FL for ~$1.4M 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/innovative-cpa-group-of-florida-llc-fl
API:: https://dealroom.so/api/public/businesses/innovative-cpa-group-of-florida-llc-fl
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 INNOVATIVE CPA GROUP OF FLORIDA, 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 INNOVATIVE CPA GROUP OF FLORIDA, LLC.