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Shelley CPA, PLLC — SBA Loan Record (Chappaqua, NY) | DealRoom

Intelligence/Offices of Certified Public Accountants/NY

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SBA lending record

Shelley CPA, PLLC

13 Deer Run, Chappaqua, NY 10514 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$150K

Total SBA financing

1

Loan on record

FY2026

On record

1

Jobs supported

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

Is Shelley CPA, PLLC 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

$150,000 — FY2026

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
Rate at approval: 9.49% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 11/25/2025
First disbursement: 12/18/2025
Days to fund: 23 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 1
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Live Oak Banking Company
Address: 13 Deer Run
City: Chappaqua, 10514
County: Westchester
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 17

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

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.

DEMILIA AND HONIGMAN LLP

Ossining, NY· ~5 mi

Offices of Certified Public Accountants

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

KPAG LLC

Great Neck, NY· ~25 mi

Offices of Certified Public Accountants

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

DENISE M KNIGHT & ASSOCIATES LLC

Hartsdale, NY· ~9 mi

Offices of Certified Public Accountants

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

BOVELL FINANCIAL, INC

New York, NY· ~29 mi

Offices of Certified Public Accountants

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

JOEL FRIED CPA P.C.

Brooklyn, NY· ~33 mi

Offices of Certified Public Accountants

$177K
SBA financing: ≈ $347K–$578K
Est. revenue (rough)

Eureka Developer Accounting Corp.

New City, NY· ~11 mi

Offices of Certified Public Accountants

$85K
SBA financing: ≈ $167K–$278K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Shelley CPA, PLLC in Chappaqua, NY (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 $150K
On record FY2026
1 jobs supported
Industry: Offices of Certified Public Accountants
Location: Chappaqua, NY
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 NY for ~$150k 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/shelley-cpa-pllc-ny
API:: https://dealroom.so/api/public/businesses/shelley-cpa-pllc-ny
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 Shelley CPA, PLLC 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 Shelley CPA, PLLC.