SBA lending record

Optimal Strategix Group, Inc.

3070 BRISTOL PIKE, Bensalem, PA 19020 · Marketing Research and Public Opinion Polling. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$5.0M

Total SBA financing

Loan on record

FY2025

On record

Jobs supported

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

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The loan

$5,000,000 — FY2025

Gross approval: $5,000,000
SBA guaranteed: $3,750,000 (75%)
Status: Payments deferred
Rate at approval: 10.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/25/2024
First disbursement: 4/18/2025
Days to fund: 144 days
Collateral: Required
Sold on secondary market: Yes

The lender

Community Bank & Trust-West Georgia

1 loan to this business

Agent summary

This page summarizes the public SBA 7(a) lending record for Optimal Strategix Group, Inc. in Bensalem, PA (Marketing Research and Public Opinion Polling). 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 $5.0M
On record FY2025
90 jobs supported
Industry: Marketing Research and Public Opinion Polling
Location: Bensalem, PA
Lender: Community Bank & Trust-West Georgia

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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 Optimal Strategix Group, Inc..