Lender intelligence
Financing a investment advice acquisition in Pennsylvania
The SBA 7(a) lenders funding the most investment advice 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 investment advice · Pennsylvania
Ranked by funded investment advice acquisitions in Pennsylvania. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public investment advice loan history in Pennsylvania to rank lenders yet. See investment advice lenders nationwide →
3+ funded Investment Advice 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.
- Professional Financial Advisors Inc. in Wayne, PA — $1.3M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $968K (75%)
- Approval → funding
- 7 days
- Approved
- 9/18/2020
- First disbursed
- 9/25/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $1.4M
- Est. down payment (10%)
- $143K
- Est. cash at closing
- $197K
- Monthly payment
- $14,160
- Annual debt service
- $170K
- Cash flow needed (1.25×)
- $212K
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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- Diamond Strategic Solutions LLC in New Castle, PA — $399K (2020) · purchase · First State Bank Nebraska
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $299K (75%)
- Approval → funding
- 61 days
- Approved
- 7/1/2020
- First disbursed
- 8/31/2020
- Loan status
- Current
- 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
- $443K
- Est. down payment (10%)
- $44K
- Est. cash at closing
- $59K
- Monthly payment
- $4,325
- Annual debt service
- $52K
- Cash flow needed (1.25×)
- $65K
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 First State Bank Nebraska · Lender record →
Your business? Claim this record · Request removal
- Professional Financial Advisors Inc. in Wayne, PA — $100K (2020) · purchase · Live Oak Banking Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 6 days
- Approved
- 9/19/2020
- First disbursed
- 9/25/2020
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Investment Advice
If you were the buyer here
- Est. deal size
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,073
- Annual debt service
- $13K
- Cash flow needed (1.25×)
- $16K
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 →
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 investment advice businesses with a Pennsylvania project address.
Agent summary
How to finance a investment advice 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. DealRoom is not a lender.
- $877K typical loan
- 2 lenders active in Pennsylvania
- 3+ funded Pennsylvania deals
- 7 days typical to fund
Buyers buying a investment advice 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.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.