Operations & Quality Systems Improvement Experts

5602 HERITAGE OAK DR, Trabuco Canyon, CA 92679 · Administrative Management and General Management Consulting . The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.3M

Total SBA financing

1

Loan on record

FY2022

On record

8

Jobs supported

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

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The loan

$1,337,000 — FY2022

Gross approval: $1,337,000
SBA guaranteed: $1,002,750 (75%)
Status: Current
Rate at approval: 6.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/27/2022
First disbursement: 5/5/2022
Days to fund: 8 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 8
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Administrative Management and General Management Consulting
NAICS code: 541611
Lender: Newtek Small Business Finance, Inc.
Address: 5602 HERITAGE OAK DR
City: Trabuco Canyon, 92679
County: Orange
SBA district office: SANTA ANA DISTRICT OFFICE
Congressional district: 45

The lender

Newtek Small Business Finance, Inc.

1 loan to this business

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Agent summary

This page summarizes the public SBA 7(a) lending record for Operations & Quality Systems Improvement Experts in Trabuco Canyon, CA (Administrative Management and General Management Consulting ). 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 $1.3M
On record FY2022
8 jobs supported
Industry: Administrative Management and General Management Consulting
Location: Trabuco Canyon, CA
Lender: Newtek Small Business Finance, Inc.

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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/operations-quality-systems-improvement-experts-ca
API:: https://dealroom.so/api/public/businesses/operations-quality-systems-improvement-experts-ca
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.

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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 Operations & Quality Systems Improvement Experts.