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VMG Financial LLC — SBA Loan Record (Fort Myers, FL) | DealRoom

Intelligence/Offices of Certified Public Accountants/FL

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SBA lending record

VMG Financial LLC

1361 ROYAL PALM SQUARE BLVD, Fort Myers, FL 33919 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.4M

Total SBA financing

1

Loan on record

FY2024

On record

11

Jobs supported

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

Is VMG Financial 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

$1,374,000 — FY2024

Gross approval: $1,374,000
SBA guaranteed: $1,030,500 (75%)
Status: In workout — SBA bought the guarantee
Rate at approval: 10.5% v
Term: 101 mo (8 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/6/2023
First disbursement: 1/8/2024
Days to fund: 33 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 11
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Valley National Bank
Address: 1361 ROYAL PALM SQUARE BLVD
City: Fort Myers, 33919
County: Lee
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 19

The lender

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

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.

Gateway Accounting & Tax Services, Inc

Fort Myers, FL· ~2 mi

Offices of Certified Public Accountants

$1.2M
SBA financing: ≈ $2.3M–$3.9M
Est. revenue (rough)

DOLENCE & MEANS ADVISORS PA

Fort Myers, FL· ~2 mi

Offices of Certified Public Accountants

$798K
SBA financing: ≈ $1.6M–$2.6M
Est. revenue (rough)

DREHER & ASSOCIATES CPA, P.A.

Punta Gorda, FL· ~25 mi

Offices of Certified Public Accountants

$1.3M
SBA financing: ≈ $2.6M–$4.4M
Est. revenue (rough)

Bluebird Financial Services, LLC

Naples, FL· ~32 mi

Offices of Certified Public Accountants

$1.0M
SBA financing: ≈ $2.0M–$3.4M
Est. revenue (rough)

Hiller Tax & Accounting LLC

Fort Myers, FL· ~2 mi

Offices of Certified Public Accountants

$249K
SBA financing: ≈ $488K–$814K
Est. revenue (rough)

Chouinard Massie & Reilly CPAS PLLC

Cape Coral, FL· ~9 mi

Offices of Certified Public Accountants

$548K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for VMG Financial LLC in Fort Myers, FL (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 $1.4M
On record FY2024
11 jobs supported
Industry: Offices of Certified Public Accountants
Location: Fort Myers, FL
Lender: Valley 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 FL for ~$1.4M 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/vmg-financial-llc-fl
API:: https://dealroom.so/api/public/businesses/vmg-financial-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 VMG Financial 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 VMG Financial LLC.