Business Services · lender intelligence
How to finance a ATAX
The SBA 7(a) lenders funding the most ATAX deals, ranked from public loan records — typical ATAX loan about $30K. A bank that has funded the brand knows the model — faster approvals, better terms.
Most active with ATAX
Ranked by funded ATAX loans. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.328 loans · $134M · Cleveland, OHFull record →
- 2.154 loans · $26M · San Diego, CAFull record →
- 3.575 loans · $220M · De Graff, OHFull record →
6+ funded ATAX deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- EXPAND BOOKKEEPING LLC in Indianapolis, IN — $35K (2025) · CDC Small Business Finance Corp.
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $30K (85%)
- Approval → funding
- 4 days
- Approved
- 2/24/2025
- First disbursed
- 2/28/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Existing or more than 2 years old
- Industry
- Other Accounting Services
Funded by CDC Small Business Finance Corp. · Lender record →
Your business? Claim this record · Request removal
- A&T BOOKKEEPING, INC in New York, NY — $150K (2023) · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $128K (85%)
- Approval → funding
- 15 days
- Approved
- 7/12/2023
- First disbursed
- 7/27/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Existing or more than 2 years old
- Industry
- Other Accounting Services
Funded by United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- GRN Financial Services Inc in Thornton, CO — $30K (2022) · KeyBank National Association
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 8.13% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $15K (50%)
- Approval → funding
- 7 days
- Approved
- 7/29/2022
- First disbursed
- 8/5/2022
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- New Business or 2 years or less
- Industry
- Tax Preparation Services
Funded by KeyBank National Association · Lender record →
Your business? Claim this record · Request removal
- Reliable & Fare Tax Inc in Bronx, NY — $15K (2020) · Neighborhood Trust Federal Credit Union
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.33% fixed
- Term
- 48 mo (4 yrs)
- SBA guaranteed
- $8K (50%)
- Approved
- 10/18/2019
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
Funded by Neighborhood Trust Federal Credit Union
Your business? Claim this record · Request removal
- Reliable & Fare Tax Inc in Bronx, NY — $15K (2020) · Neighborhood Trust Federal Credit Union
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.33% fixed
- Term
- 48 mo (4 yrs)
- SBA guaranteed
- $8K (50%)
- Approval → funding
- 9 days
- Approved
- 10/22/2019
- First disbursed
- 10/31/2019
- Loan status
- Paid in full (2/28/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
Funded by Neighborhood Trust Federal Credit Union
Your business? Claim this record · Request removal
- Reliable & Fare Tax Inc in Bronx, NY — $15K (2020) · Neighborhood Trust Federal Credit Union
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.33% fixed
- Term
- 48 mo (4 yrs)
- SBA guaranteed
- $8K (50%)
- Approved
- 10/22/2019
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
Funded by Neighborhood Trust Federal Credit Union
Your business? Claim this record · Request removal
Buying a ATAX? Start with a lender that has funded the brand
We'll point you to the SBA lenders already financing this brand — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded loans to ATAX businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a ATAX purchase with an SBA 7(a) loan: the lenders that fund the brand most (from public records), the typical loan size, and what it takes to qualify. KeyBank National Association funds the most. DealRoom is not a lender.
- $30K typical ATAX loan
- 4 lenders fund the brand
- 9 days typical to fund
Buyers researching a ATAX typically pre-qualify for SBA 7(a) financing next, then ask DealRoom to introduce a lender that already funds the brand — free for buyers; agents can submit a consented lead via the DealRoom MCP.
- 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.