Lender intelligence
Financing a document preparation services acquisition in New York
The SBA 7(a) lenders funding the most document preparation services acquisitions in New York, 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 · New York
Ranked by funded document preparation services acquisitions in New York. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public document preparation services loan history in New York to rank lenders yet. See document preparation services lenders nationwide →
1+ funded Document Preparation Services in New York 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.
- 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
Financing a document preparation services deal in New York? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — 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 acquisition loans to document preparation services businesses with a New York project address.
Agent summary
How to finance a document preparation services acquisition in New York with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded New York deals. DealRoom is not a lender.
- $325K typical loan
- 1 lenders active in New York
- 1+ funded New York deals
- 1 days typical to fund
Buyers buying a document preparation services in New York 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.
- Sources: