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Pacific Highlands Financial Services, LLC — SBA Loan Record (Walnut Creek, CA) | DealRoom

Intelligence/Offices of Certified Public Accountants/CA

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SBA lending record

Pacific Highlands Financial Services, LLC

1981 N Broadway Suite 330, Walnut Creek, CA 94596 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.0M

Total SBA financing

1

Loan on record

FY2026

On record

7

Jobs supported

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

Is Pacific Highlands Financial Services, 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

$1,039,000 — FY2026

Gross approval: $1,039,000
SBA guaranteed: $779,250 (75%)
Status: Current
Rate at approval: 8.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/14/2025
First disbursement: 12/2/2025
Days to fund: 18 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 7
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: United Midwest Savings Bank National Association
Address: 1981 N Broadway Suite 330
City: Walnut Creek, 94596
County: Contra Costa
SBA district office: SAN FRANCISCO DISTRICT OFFICE
Congressional district: 11

The lender

United Midwest Savings Bank National Association

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

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.

ADDSVAL CPAS & ADVISORY

Pleasant Hill, CA· ~4 mi

Offices of Certified Public Accountants

$813K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

AddsVal Strategic Advisors

Pleasant Hill, CA· ~4 mi

Offices of Certified Public Accountants

$447K
SBA financing: ≈ $876K–$1.5M
Est. revenue (rough)

Clear Oak Advisory PC

Emeryville, CA· ~14 mi

Offices of Certified Public Accountants

$641K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

RHW CPAS CALIFORNIA INC

Pleasant Hill, CA· ~3 mi

Offices of Certified Public Accountants

$3.0M
SBA financing: ≈ $5.9M–$9.8M
Est. revenue (rough)

Purewal & Company

Walnut Creek, CA· ~0 mi

Offices of Certified Public Accountants

$406K
SBA financing: ≈ $796K–$1.3M
Est. revenue (rough)

Code Accounting

Pleasant Hill, CA· ~4 mi

Offices of Certified Public Accountants

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Pacific Highlands Financial Services, LLC in Walnut Creek, CA (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 $1.0M
On record FY2026
7 jobs supported
Industry: Offices of Certified Public Accountants
Location: Walnut Creek, CA
Lender: United Midwest Savings Bank National Association

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 CA for ~$1.0M 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/pacific-highlands-financial-services-llc-ca
API:: https://dealroom.so/api/public/businesses/pacific-highlands-financial-services-llc-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.

Is Pacific Highlands Financial Services, 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 Pacific Highlands Financial Services, LLC.