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Summit CPA, LLC — SBA Loan Record (Overland Park, KS) | DealRoom

Intelligence/Offices of Certified Public Accountants/KS

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SBA lending record

Summit CPA, LLC

12653 Grandview St, Overland Park, KS 66213 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$75K

Total SBA financing

1

Loan on record

FY2022

On record

—

Jobs supported

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

Is Summit 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

$75,000 — FY2022

Gross approval: $75,000
SBA guaranteed: $37,500 (50%)
Status: Committed
Rate at approval: 4.75% v
Term: 60 mo (5 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/24/2022
Collateral: None
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: UMB Bank, National Association
Address: 12653 Grandview St
City: Overland Park, 66213
County: Johnson
SBA district office: KANSAS CITY DISTRICT OFFICE
Congressional district: 3

The lender

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

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.

WFS Consulting LLC

Kansas City, MO· ~8 mi

Offices of Certified Public Accountants

$53K
SBA financing: ≈ $104K–$173K
Est. revenue (rough)

Jenny's Love LLC

Kansas City, MO· ~22 mi

Offices of Certified Public Accountants

$117K
SBA financing: ≈ $229K–$382K
Est. revenue (rough)

Creighton J Spies EA LLC

Kansas City, KS· ~20 mi

Offices of Certified Public Accountants

$136K
SBA financing: ≈ $267K–$445K
Est. revenue (rough)

The Fullinwider Firm, LLC

Liberty, MO· ~28 mi

Offices of Certified Public Accountants

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

Taylor Group, LLC

Lenexa, KS· ~5 mi

Offices of Certified Public Accountants

$225K
SBA financing: ≈ $441K–$735K
Est. revenue (rough)

Sunflower CPA, LLC

Lenexa, KS· ~5 mi

Offices of Certified Public Accountants

$357K
SBA financing: ≈ $701K–$1.2M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Summit CPA, LLC in Overland Park, KS (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 $75K
On record FY2022
Industry: Offices of Certified Public Accountants
Location: Overland Park, KS
Lender: UMB 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 KS for ~$75k 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/summit-cpa-llc-ks
API:: https://dealroom.so/api/public/businesses/summit-cpa-llc-ks
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 Summit 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 Summit CPA, LLC.