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P. Morgan & Associates, CPA, LLC — SBA Loan Record (Woodstock, GA) | DealRoom

Intelligence/Offices of Certified Public Accountants/GA

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SBA lending record

P. Morgan & Associates, CPA, LLC

330 CREEKSTONE RDG, Woodstock, GA 30188 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$800K

Total SBA financing

1

Loan on record

FY2020

On record

11

Jobs supported

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

Is P. Morgan & Associates, CPA, 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

$800,000 — FY2020

Gross approval: $800,000
SBA guaranteed: $600,000 (75%)
Status: Paid in full
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 6/18/2020
First disbursement: 6/23/2020
Days to fund: 5 days
Paid in full: 11/30/2021
Collateral: Required
Jobs supported: 11
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Live Oak Banking Company
Address: 330 CREEKSTONE RDG
City: Woodstock, 30188
County: Cherokee
SBA district office: GEORGIA DISTRICT OFFICE
Congressional district: 6

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

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.

Tatum Accounting Services, LLC

Kennesaw, GA· ~9 mi

Offices of Certified Public Accountants

$694K
SBA financing: ≈ $1.4M–$2.3M
Est. revenue (rough)

Emerge Accounting, CPA. PC

Marietta, GA· ~4 mi

Offices of Certified Public Accountants

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Cambrean Tax & Accounting PC

Roswell, GA· ~8 mi

Offices of Certified Public Accountants

$737K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

Springer-Overdorf Properties LLC

Kennesaw, GA· ~6 mi

Offices of Certified Public Accountants

$615K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Snyder Accounting & Tax, LLC

Woodstock, GA· ~4 mi

Offices of Certified Public Accountants

$367K
SBA financing: ≈ $719K–$1.2M
Est. revenue (rough)

Causey Streeter CPAS, LLC

Atlanta, GA· ~14 mi

Offices of Certified Public Accountants

$835K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for P. Morgan & Associates, CPA, LLC in Woodstock, GA (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 $800K
On record FY2020
11 jobs supported
Industry: Offices of Certified Public Accountants
Location: Woodstock, GA
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 GA for ~$800k 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-morgan-associates-cpa-llc-ga
API:: https://dealroom.so/api/public/businesses/p-morgan-associates-cpa-llc-ga
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. Morgan & Associates, CPA, 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 P. Morgan & Associates, CPA, LLC.