Lender intelligence
Financing a document preparation services acquisition in California
The SBA 7(a) lenders funding the most document preparation services acquisitions in California, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in document preparation services · California
Ranked by funded document preparation services acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.2,539 loans · $965M · Columbus, OHFull record →
3+ funded Document Preparation Services in California 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 →
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 with a California project address.
Agent summary
How to finance a document preparation services acquisition in California with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded California deals. The Huntington National Bank funds the most here. DealRoom is not a lender.
- $325K typical loan
- 2 lenders active in California
- 3+ funded California deals
- 83 days typical to fund
Buyers buying a document preparation services in California typically pre-qualify, then ask DealRoom to introduce a lender active here — 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.