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Lakeview Financial Services LLC — SBA Loan Record (Chicago, IL) | DealRoom

Intelligence/Offices of Certified Public Accountants/IL

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SBA lending record

Lakeview Financial Services LLC

3240 N SHEFFIELD AVE, Chicago, IL 60657 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$920K

Total SBA financing

1

Loan on record

FY2025

On record

4

Jobs supported

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

Is Lakeview Financial Services 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

$920,200 — FY2025

Gross approval: $920,200
SBA guaranteed: $690,150 (75%)
Status: Current
Rate at approval: 10% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 1/28/2025
First disbursement: 3/3/2025
Days to fund: 34 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Truliant FCU
Address: 3240 N SHEFFIELD AVE
City: Chicago, 60657
County: Cook
SBA district office: ILLINOIS DISTRICT OFFICE
Congressional district: 4

The lender

Truliant FCU

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

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.

PRO TAXES AND ACCOUNTING P.C.

Harwood Heights, IL· ~8 mi

Offices of Certified Public Accountants

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

Clarke Professional Accounting, LLC

Chicago, IL· ~1 mi

Offices of Certified Public Accountants

$2.7M
SBA financing: ≈ $5.2M–$8.7M
Est. revenue (rough)

CPATAX Accounting & Consulting LLC

Elk Grove Village, IL· ~18 mi

Offices of Certified Public Accountants

$850K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

Press Holdings Colorado LLC

Palos Hills, IL· ~18 mi

Offices of Certified Public Accountants

$775K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

DRSJC 1775 RE HOLDINGS LLC

Naperville, IL· ~26 mi

Offices of Certified Public Accountants

$845K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

Khan & Associates, PLLC

Downers Grove, IL· ~23 mi

Offices of Certified Public Accountants

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Lakeview Financial Services LLC in Chicago, IL (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 $920K
On record FY2025
4 jobs supported
Industry: Offices of Certified Public Accountants
Location: Chicago, IL
Lender: Truliant FCU

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 IL for ~$920k 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/lakeview-financial-services-llc-il
API:: https://dealroom.so/api/public/businesses/lakeview-financial-services-llc-il
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 Lakeview Financial Services 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 Lakeview Financial Services LLC.