Industry · lender intelligence
Financing a document preparation services acquisition
The SBA 7(a) lenders funding the most document preparation services acquisitions, ranked from public loan records — typical deal about $325K. A lender doing your industry every week underwrites faster and prices sharper.
Most active in document preparation services
Ranked by funded document preparation services acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.2,539 loans · $965M · Columbus, OHFull record →
- 2.97 loans · $156M · Clayton, MOFull record →
- 3.75 loans · $98M · Sioux Falls, SDFull record →
- 4.116 loans · $120M · Evansville, INFull record →
- 5.12 loans · $14M · Mobile, ALFull record →
- 6.11 loans · $10M · Bedminster, NJFull record →
9+ funded document preparation services 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.
- Heyday Career Services Company in Tustin, CA — $325K (2025) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $244K (75%)
- Approval → funding
- 7 days
- Approved
- 10/18/2024
- First disbursed
- 10/25/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $361K
- Est. down payment (10%)
- $36K
- Est. cash at closing
- $48K
- Monthly payment
- $4,431
- Annual debt service
- $53K
- Cash flow needed (1.25×)
- $66K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
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- Heyday Career Services Company in Tustin, CA — $50K (2025) · purchase · The Huntington National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $25K (50%)
- Approval → funding
- 431 days
- Approved
- 10/18/2024
- First disbursed
- 12/23/2025
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $56K
- Est. down payment (10%)
- $6K
- Est. cash at closing
- $7K
- Monthly payment
- $682
- Annual debt service
- $8K
- Cash flow needed (1.25×)
- $10K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
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- AZTAC LLC in Harrisburg, PA — $1.1M (2024) · purchase · 22nd State Bank, A Division of 22nd State Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $822K (75%)
- Approval → funding
- 24 days
- Approved
- 1/19/2024
- First disbursed
- 2/12/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $122K
- Est. cash at closing
- $167K
- Monthly payment
- $15,247
- Annual debt service
- $183K
- Cash flow needed (1.25×)
- $229K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by 22nd State Bank, A Division of 22nd State Banking Company · Lender record →
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- Indesh LLC in Cherry Hill, NJ — $550K (2024) · purchase · Peapack Private Bank and Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $413K (75%)
- Approval → funding
- 31 days
- Approved
- 3/31/2024
- First disbursed
- 5/1/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $611K
- Est. down payment (10%)
- $61K
- Est. cash at closing
- $82K
- Monthly payment
- $7,345
- Annual debt service
- $88K
- Cash flow needed (1.25×)
- $110K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Peapack Private Bank and Trust · Lender record →
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- Summers Park Licensing LLC in Loves Park, IL — $360K (2024) · purchase · Foresight Bank
- Program
- 7a General
- Rate at approval
- 4.5% fixed
- Term
- 60 mo (5 yrs)
- SBA guaranteed
- $270K (75%)
- Approval → funding
- 5 days
- Approved
- 6/28/2024
- First disbursed
- 7/3/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $400K
- Est. down payment (10%)
- $40K
- Est. cash at closing
- $54K
- Monthly payment
- $6,711
- Annual debt service
- $81K
- Cash flow needed (1.25×)
- $101K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Foresight Bank
Your business? Claim this record · Request removal
- Copy-Rite Bannzer Zone LLC in Altoona, PA — $350K (2024) · purchase · Reliance Savings Bank
- Program
- 7a General
- Rate at approval
- 11% variable
- Term
- 168 mo (14 yrs)
- SBA guaranteed
- $263K (75%)
- Approval → funding
- 20 days
- Approved
- 7/2/2024
- First disbursed
- 7/22/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $389K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,092
- Annual debt service
- $49K
- Cash flow needed (1.25×)
- $61K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Reliance Savings Bank
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- SAGE DIRECT, INC. in Grand Rapids, MI — $4.6M (2023) · purchase · Old National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.5M (75%)
- Approval → funding
- 17 days
- Approved
- 12/13/2022
- First disbursed
- 12/30/2022
- Loan status
- Paid in full (8/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 21
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $5.1M
- Est. down payment (10%)
- $514K
- Est. cash at closing
- $712K
- Monthly payment
- $54,360
- Annual debt service
- $652K
- Cash flow needed (1.25×)
- $815K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Old National Bank · Lender record →
Your business? Claim this record · Request removal
- RJB Industries, LLC in Brooklyn, NY — $264K (2021) · purchase · The Bancorp Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $238K (90%)
- Approval → funding
- 1 days
- Approved
- 9/29/2021
- First disbursed
- 9/30/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 12
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $293K
- Est. down payment (10%)
- $29K
- Est. cash at closing
- $39K
- Monthly payment
- $2,865
- Annual debt service
- $34K
- Cash flow needed (1.25×)
- $43K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Bancorp Bank National Association · Lender record →
Your business? Claim this record · Request removal
- McKee's Auto Registration Service in Lemon Grove, CA — $281K (2020) · purchase · Enterprise Bank & Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $211K (75%)
- Approval → funding
- 83 days
- Approved
- 4/8/2020
- First disbursed
- 6/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Document Preparation Services
If you were the buyer here
- Est. deal size
- $312K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $42K
- Monthly payment
- $3,085
- Annual debt service
- $37K
- Cash flow needed (1.25×)
- $46K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Enterprise Bank & Trust · Lender record →
Your business? Claim this record · Request removal
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to document preparation services businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a document preparation services acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. The Huntington National Bank funds the most. DealRoom is not a lender.
- $325K typical loan
- 8 lenders fund the industry
- 20 days typical to fund
Buyers researching a document preparation services deal typically pre-qualify, then ask DealRoom to introduce a lender that funds the industry — free for buyers; agents 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.