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Peterson and Associates, LLC — SBA Loan Record (Neenah, WI) | DealRoom

Intelligence/Offices of Certified Public Accountants/WI

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SBA lending record

Peterson and Associates, LLC

1952 MIMOSA LN, Neenah, WI 54956 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$132K

Total SBA financing

1

Loan on record

FY2021

On record

2

Jobs supported

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

Is Peterson and Associates, 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

$132,000 — FY2021

Gross approval: $132,000
SBA guaranteed: $118,800 (90%)
Status: Current
Rate at approval: 4.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 5/10/2021
First disbursement: 5/27/2021
Days to fund: 17 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Nicolet National Bank
Address: 1952 MIMOSA LN
City: Neenah, 54956
County: Winnebago
SBA district office: WISCONSIN DISTRICT OFFICE
Congressional district: 6

The lender

Nicolet National Bank

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

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.

Konkel Accounting & Associates LLC

Ripon, WI· ~31 mi

Offices of Certified Public Accountants

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Integrated Management & Accounting, LLC

West Bend, WI· ~58 mi

Offices of Certified Public Accountants

$125K
SBA financing: ≈ $245K–$408K
Est. revenue (rough)

Unger, Walters & Stauss, S.C.

Marinette, WI· ~74 mi

Offices of Certified Public Accountants

$124K
SBA financing: ≈ $244K–$406K
Est. revenue (rough)

Fredricks CPA, LLC

Waukesha, WI· ~84 mi

Offices of Certified Public Accountants

$118K
SBA financing: ≈ $231K–$385K
Est. revenue (rough)

Cody Thompson

Waupaca, WI· ~32 mi

Offices of Certified Public Accountants

$410K
SBA financing: ≈ $804K–$1.3M
Est. revenue (rough)

Green Briar Tax & Accounting LLC

Grawn, MI· ~139 mi

Offices of Certified Public Accountants

$130K
SBA financing: ≈ $255K–$425K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Peterson and Associates, LLC in Neenah, WI (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 $132K
On record FY2021
2 jobs supported
Industry: Offices of Certified Public Accountants
Location: Neenah, WI
Lender: Nicolet National Bank

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 WI for ~$132k 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/peterson-and-associates-llc-wi
API:: https://dealroom.so/api/public/businesses/peterson-and-associates-llc-wi
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 Peterson and Associates, 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 Peterson and Associates, LLC.