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Premier Tax Planning LLC — SBA Loan Record (Fort Lauderdale, FL) | DealRoom

Intelligence/Portfolio Management and Investment Advice/FL

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SBA lending record

Premier Tax Planning LLC

6365 NW 6TH WAY, SUITE 160, Fort Lauderdale, FL 33309 · Portfolio Management and Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$695K

Total SBA financing

1

Loan on record

FY2023

On record

6

Jobs supported

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

Is Premier Tax Planning 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

$695,000 — FY2023

Gross approval: $695,000
SBA guaranteed: $521,250 (75%)
Status: Paid in full
Rate at approval: 9.49% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/17/2023
First disbursement: 1/30/2023
Days to fund: 13 days
Paid in full: 11/30/2025
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 6
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Portfolio Management and Investment Advice
NAICS code: 523940
Lender: Live Oak Banking Company
Address: 6365 NW 6TH WAY, SUITE 160
City: Fort Lauderdale, 33309
County: Broward
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 20

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 portfolio management and investment advice — by location, industry.

SBA lenders in Florida Lenders for portfolio management and investment advice Portfolio Management and Investment Advice lenders in Florida

Similar businesses

Comparable portfolio management and investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Jason Berk

Boca Raton, FL· ~11 mi

Portfolio Management and Investment Advice

$360K
SBA financing: ≈ $706K–$1.2M
Est. revenue (rough)

True Wealth Advisory Group, LLC

Miami, FL· ~32 mi

Portfolio Management and Investment Advice

$640K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

ALLASEA HOLDINGS, INC.

Fort Lauderdale, FL· ~3 mi

Portfolio Management and Investment Advice

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

DAVIS PRIVATE WEALTH, LLC

West Palm Beach, FL· ~34 mi

Portfolio Management and Investment Advice

$540K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Corrales & Company, LLC

Miami, FL· ~31 mi

Portfolio Management and Investment Advice

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

Rain Advisors, LLC

Delray Beach, FL· ~16 mi

Portfolio Management and Investment Advice

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Premier Tax Planning LLC in Fort Lauderdale, FL (Portfolio Management and Investment Advice). 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 $695K
On record FY2023
6 jobs supported
Industry: Portfolio Management and Investment Advice
Location: Fort Lauderdale, FL
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Portfolio Management and Investment Advice businesses in FL for ~$695k 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/premier-tax-planning-llc-fl
API:: https://dealroom.so/api/public/businesses/premier-tax-planning-llc-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 Premier Tax Planning 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 Premier Tax Planning LLC.