Lender intelligence
Financing a document preparation services acquisition in Pennsylvania
The SBA 7(a) lenders funding the most document preparation services acquisitions in Pennsylvania, 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 · Pennsylvania
Ranked by funded document preparation services acquisitions in Pennsylvania. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.12 loans · $14M · Mobile, ALFull record →
2+ funded Document Preparation Services in Pennsylvania 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.
- 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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- 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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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to document preparation services businesses with a Pennsylvania project address.
Agent summary
How to finance a document preparation services acquisition in Pennsylvania with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Pennsylvania deals. 22nd State Bank, A Division of 22nd State Banking Company funds the most here. DealRoom is not a lender.
- $325K typical loan
- 2 lenders active in Pennsylvania
- 2+ funded Pennsylvania deals
- 24 days typical to fund
Buyers buying a document preparation services in Pennsylvania 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.