SBA lending record
Jeffrey J. Lee & Company
370 Grand Ave #1, Oakland, CA 94610 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$200K
Total SBA financing
1
Loan on record
FY2020
On record
—
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$200,000 — FY2020
- Gross approval
- $200,000
- SBA guaranteed
- $150,000 (75%)
- Status
- Paid in full
- Rate at approval
- 6% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/15/2020
- First disbursement
- 7/31/2020
- Days to fund
- 16 days
- Paid in full
- 5/31/2021
- Collateral
- None
- Sold on secondary market
The lender
BMO Bank National Association
1 loan to this businessFull SBA lending record + branches on the lender page →Agent summary
This page summarizes the public SBA 7(a) lending record for Jeffrey J. Lee & Company in Oakland, CA (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 $200K
- On record FY2020
- Industry: Offices of Certified Public Accountants
- Location: Oakland, CA
- Lender: BMO Bank National Association
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
- Sources & methodology
Is Jeffrey J. Lee & Company 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 Jeffrey J. Lee & Company.