Kingsview Newco LLC in Raleigh, NC — $999K (2024) · purchase · The Fidelity Bank

Program: Preferred Lenders Program
Rate at approval: 11% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $749K (75%)
Approval → funding: 7 days
Approved: 6/21/2024
First disbursed: 6/28/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $1.1M
Est. down payment (10%): $111K
Est. cash at closing: $152K
Monthly payment: $13,761
Annual debt service: $165K
Cash flow needed (1.25×): $206K

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 Fidelity Bank · Lender record →

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Thomas Financial Associates in Westborough, MA — $2.0M (2022) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.75% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $1.5M (75%)
Approval → funding: 43 days
Approved: 12/28/2021
First disbursed: 2/9/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $2.3M
Est. down payment (10%): $226K
Est. cash at closing: $311K
Monthly payment: $22,338
Annual debt service: $268K
Cash flow needed (1.25×): $335K

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 Live Oak Banking Company · Lender record →

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Bestgate Wealth Advisors LLC in Frederick, MD — $500K (2022) · purchase · Manufacturers and Traders Trust Company

Program: Preferred Lenders Program
Rate at approval: 5.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $375K (75%)
Approval → funding: 21 days
Approved: 1/10/2022
First disbursed: 1/31/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 8
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $556K
Est. down payment (10%): $56K
Est. cash at closing: $74K
Monthly payment: $5,488
Annual debt service: $66K
Cash flow needed (1.25×): $82K

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 Manufacturers and Traders Trust Company · Lender record →

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Steven Jenness in Decatur, IL — $420K (2022) · purchase · Byline Bank

Program: Preferred Lenders Program
Rate at approval: 5.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $315K (75%)
Approval → funding: 7 days
Approved: 2/16/2022
First disbursed: 2/23/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $467K
Est. down payment (10%): $47K
Est. cash at closing: $62K
Monthly payment: $4,610
Annual debt service: $55K
Cash flow needed (1.25×): $69K

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 Byline Bank · Lender record →

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Equilibria Wealth Management, LLC in Katy, TX — $260K (2022) · purchase · Byline Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $130K (50%)
Approval → funding: 4 days
Approved: 12/27/2021
First disbursed: 12/31/2021
Loan status: Paid in full (12/31/2022)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 7
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $289K
Est. down payment (10%): $29K
Est. cash at closing: $39K
Monthly payment: $2,887
Annual debt service: $35K
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 Byline Bank · Lender record →

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Sydney Alexander Manderson in Pinellas Park, FL — $75K (2022) · purchase · BayFirst National Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $63K (85%)
Approved: 3/21/2022
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Individual
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $83K
Est. down payment (10%): $8K
Est. cash at closing: $11K
Monthly payment: $829
Annual debt service: $10K
Cash flow needed (1.25×): $12K

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 BayFirst National Bank · Lender record →

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95 Up Staffing Inc. in Smithtown, NY — $4.1M (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 4.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.7M (90%)
Approval → funding: 90 days
Approved: 9/23/2021
First disbursed: 12/22/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 8
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $4.6M
Est. down payment (10%): $459K
Est. cash at closing: $634K
Monthly payment: $42,803
Annual debt service: $514K
Cash flow needed (1.25×): $642K

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 Live Oak Banking Company · Lender record →

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P3 & Associates, LLC in Lafayette, IN — $3.7M (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.0M (81%)
Approval → funding: 16 days
Approved: 7/13/2021
First disbursed: 7/29/2021
Loan status: Paid in full (12/31/2025)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 6
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $4.1M
Est. down payment (10%): $411K
Est. cash at closing: $568K
Monthly payment: $39,698
Annual debt service: $476K
Cash flow needed (1.25×): $595K

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 Live Oak Banking Company · Lender record →

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Beck Bode, LLC in Dedham, MA — $3.3M (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.75% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $3.0M (90%)
Approval → funding: 9 days
Approved: 7/21/2021
First disbursed: 7/30/2021
Loan status: Paid in full (7/31/2022)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 2
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $3.7M
Est. down payment (10%): $366K
Est. cash at closing: $506K
Monthly payment: $36,169
Annual debt service: $434K
Cash flow needed (1.25×): $543K

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 Live Oak Banking Company · Lender record →

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Tranquility Wealth Management, LLC in Jacksonville, FL — $1.9M (2021) · purchase · Pathward National Association

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.7M (90%)
Approval → funding: 7 days
Approved: 1/28/2021
First disbursed: 2/4/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 6
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $2.1M
Est. down payment (10%): $208K
Est. cash at closing: $286K
Monthly payment: $20,761
Annual debt service: $249K
Cash flow needed (1.25×): $311K

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 Pathward National Association · Lender record →

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Waterstone Financial, LLC in Fort Myers, FL — $1.3M (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.5% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $1.1M (90%)
Approval → funding: 22 days
Approved: 8/24/2021
First disbursed: 9/15/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 2
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $1.4M
Est. down payment (10%): $141K
Est. cash at closing: $194K
Monthly payment: $13,815
Annual debt service: $166K
Cash flow needed (1.25×): $207K

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 Live Oak Banking Company · Lender record →

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VITAL WEALTH MANAGEMENT LLC in Rosemont, IL — $1.3M (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.25% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $1.1M (90%)
Approval → funding: 15 days
Approved: 4/20/2021
First disbursed: 5/5/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $1.4M
Est. down payment (10%): $141K
Est. cash at closing: $193K
Monthly payment: $13,572
Annual debt service: $163K
Cash flow needed (1.25×): $204K

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 Live Oak Banking Company · Lender record →

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Ridgeline Financial Partners North, LLC in Avon, CT — $1.1M (2021) · purchase · Northwest Community Bank

Program: 7a General
Rate at approval: 4.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $984K (90%)
Approval → funding: 43 days
Approved: 5/26/2021
First disbursed: 7/8/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 5
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $1.2M
Est. down payment (10%): $122K
Est. cash at closing: $167K
Monthly payment: $11,202
Annual debt service: $134K
Cash flow needed (1.25×): $168K

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 Northwest Community Bank

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Revere Financial LLC in Naperville, IL — $1.0M (2021) · purchase · Busey Bank

Program: Preferred Lenders Program
Rate at approval: 5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $918K (90%)
Approval → funding: 11 days
Approved: 7/30/2021
First disbursed: 8/10/2021
Loan status: Paid in full (8/31/2022)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 3
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $1.1M
Est. down payment (10%): $113K
Est. cash at closing: $155K
Monthly payment: $10,814
Annual debt service: $130K
Cash flow needed (1.25×): $162K

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 Busey Bank · Lender record →

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David Samuel Licary in Roscoe, IL — $935K (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $842K (90%)
Approval → funding: 57 days
Approved: 9/16/2021
First disbursed: 11/12/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Jobs supported: 10
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $1.0M
Est. down payment (10%): $104K
Est. cash at closing: $142K
Monthly payment: $10,032
Annual debt service: $120K
Cash flow needed (1.25×): $150K

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 Live Oak Banking Company · Lender record →

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Keoni Hudson-Rasmussen, PC in Lake Oswego, OR — $610K (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.1% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $458K (75%)
Approval → funding: 21 days
Approved: 12/18/2020
First disbursed: 1/8/2021
Loan status: Paid in full (6/30/2023)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $678K
Est. down payment (10%): $68K
Est. cash at closing: $91K
Monthly payment: $6,500
Annual debt service: $78K
Cash flow needed (1.25×): $97K

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 Live Oak Banking Company · Lender record →

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Kelsey Financial, LLC in Moorpark, CA — $475K (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $356K (75%)
Approval → funding: 15 days
Approved: 12/16/2020
First disbursed: 12/31/2020
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Jobs supported: 5
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $528K
Est. down payment (10%): $53K
Est. cash at closing: $71K
Monthly payment: $5,179
Annual debt service: $62K
Cash flow needed (1.25×): $78K

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 Live Oak Banking Company · Lender record →

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Andres Yepes in Rockledge, FL — $375K (2021) · purchase · Byline Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $338K (90%)
Approval → funding: 17 days
Approved: 9/13/2021
First disbursed: 9/30/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Secondary market: Loan sold to investors
Jobs supported: 2
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $417K
Est. down payment (10%): $42K
Est. cash at closing: $56K
Monthly payment: $4,163
Annual debt service: $50K
Cash flow needed (1.25×): $62K

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 Byline Bank · Lender record →

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HILLTOP WEALTH SOLUTIONS in Mishawaka, IN — $345K (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.75% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $311K (90%)
Approval → funding: 13 days
Approved: 7/20/2021
First disbursed: 8/2/2021
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 12
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $383K
Est. down payment (10%): $38K
Est. cash at closing: $51K
Monthly payment: $3,787
Annual debt service: $45K
Cash flow needed (1.25×): $57K

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 Live Oak Banking Company · Lender record →

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Patrick Michael Bookey Jr in Anchorage, AK — $175K (2021) · purchase · Byline Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $131K (75%)
Approval → funding: 35 days
Approved: 10/26/2020
First disbursed: 11/30/2020
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Secondary market: Loan sold to investors
Business age: Change of Ownership
Industry: Investment Advice

If you were the buyer here

Est. deal size: $194K
Est. down payment (10%): $19K
Est. cash at closing: $26K
Monthly payment: $1,943
Annual debt service: $23K
Cash flow needed (1.25×): $29K

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 Byline Bank · Lender record →

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