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LORI AVENI CPA PLLC — SBA Loan Record (Apex, NC) | DealRoom

Intelligence/Offices of Certified Public Accountants/NC

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SBA lending record

LORI AVENI CPA PLLC

115 SALEM TOWNE CT, Apex, NC 27502 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$240K

Total SBA financing

1

Loan on record

FY2021

On record

—

Jobs supported

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

Is LORI AVENI CPA PLLC 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

$240,000 — FY2021

Gross approval: $240,000
SBA guaranteed: $216,000 (90%)
Status: Paid in full
Rate at approval: 5.9% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/28/2021
First disbursement: 6/30/2021
Days to fund: 2 days
Paid in full: 9/30/2023
Collateral: Required
Sold on secondary market: Yes
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Live Oak Banking Company
Address: 115 SALEM TOWNE CT
City: Apex, 27502
County: Wake
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 2

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

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.

Aegis Accounting LLC

Raleigh, NC· ~15 mi

Offices of Certified Public Accountants

$344K
SBA financing: ≈ $674K–$1.1M
Est. revenue (rough)

Raleigh Accounting and Tax Strategies LLC

Raleigh, NC· ~15 mi

Offices of Certified Public Accountants

$306K
SBA financing: ≈ $599K–$998K
Est. revenue (rough)

C. Carpenter CPA, PLLC

Raleigh, NC· ~16 mi

Offices of Certified Public Accountants

$119K
SBA financing: ≈ $233K–$388K
Est. revenue (rough)

Tracy E. Clayton, CPA PLLC

Durham, NC· ~22 mi

Offices of Certified Public Accountants

$321K
SBA financing: ≈ $629K–$1.0M
Est. revenue (rough)

Akilah Waldrond CPA PLLC

Furquay Varina, NC· ~11 mi

Offices of Certified Public Accountants

$925K
SBA financing: ≈ $1.8M–$3.0M
Est. revenue (rough)

Roper Accounting Group LLC

Raleigh, NC· ~18 mi

Offices of Certified Public Accountants

$613K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for LORI AVENI CPA PLLC in Apex, NC (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 $240K
On record FY2021
Industry: Offices of Certified Public Accountants
Location: Apex, NC
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 NC for ~$240k 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/lori-aveni-cpa-pllc-nc
API:: https://dealroom.so/api/public/businesses/lori-aveni-cpa-pllc-nc
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 LORI AVENI CPA PLLC 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 LORI AVENI CPA PLLC.