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P&L Accountants Inc — SBA Loan Record (Naples, FL) | DealRoom

Intelligence/Offices of Certified Public Accountants/FL

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SBA lending record

P&L Accountants Inc

5811 PELICAN BAY BLVD, Naples, FL 34108 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$919K

Total SBA financing

1

Loan on record

FY2023

On record

3

Jobs supported

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

Is P&L Accountants Inc 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

$919,000 — FY2023

Gross approval: $919,000
SBA guaranteed: $689,250 (75%)
Status: Current
Rate at approval: 11% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 7/31/2023
First disbursement: 8/2/2023
Days to fund: 2 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 3
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: First Internet Bank of Indiana
Address: 5811 PELICAN BAY BLVD
City: Naples, 34108
County: Collier
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 19

The lender

First Internet Bank of Indiana

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

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.

Bluebird Financial Services, LLC

Naples, FL· ~6 mi

Offices of Certified Public Accountants

$1.0M
SBA financing: ≈ $2.0M–$3.4M
Est. revenue (rough)

Gateway Accounting & Tax Services, Inc

Fort Myers, FL· ~24 mi

Offices of Certified Public Accountants

$1.2M
SBA financing: ≈ $2.3M–$3.9M
Est. revenue (rough)

DOLENCE & MEANS ADVISORS PA

Fort Myers, FL· ~24 mi

Offices of Certified Public Accountants

$798K
SBA financing: ≈ $1.6M–$2.6M
Est. revenue (rough)

VMG Financial LLC

Fort Myers, FL· ~27 mi

Offices of Certified Public Accountants

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

DeSarno CPA, Inc.

Estero, FL· ~13 mi

Offices of Certified Public Accountants

$315K
SBA financing: ≈ $618K–$1.0M
Est. revenue (rough)

MPS Tax and Accounting Services LLC

Bonita Springs, FL· ~9 mi

Offices of Certified Public Accountants

$198K
SBA financing: ≈ $388K–$647K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for P&L Accountants Inc in Naples, FL (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 $919K
On record FY2023
3 jobs supported
Industry: Offices of Certified Public Accountants
Location: Naples, FL
Lender: First Internet Bank of Indiana

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 FL for ~$919k 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/p-l-accountants-inc-fl
API:: https://dealroom.so/api/public/businesses/p-l-accountants-inc-fl
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 P&L Accountants Inc 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 P&L Accountants Inc.