Lender intelligence
Financing a investment advice acquisition in Utah
The SBA 7(a) lenders funding the most investment advice acquisitions in Utah, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in investment advice · Utah
Ranked by funded investment advice acquisitions in Utah. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.242 loans · $281M · Chicago, ILFull record →
1+ funded Investment Advice in Utah 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.
- Brighton Wealth Management, Inc. in Kaysville, UT — $600K (2020) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $450K (75%)
- Approval → funding
- 34 days
- Approved
- 8/27/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (1/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- 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
- $667K
- Est. down payment (10%)
- $67K
- Est. cash at closing
- $89K
- Monthly payment
- $6,661
- Annual debt service
- $80K
- Cash flow needed (1.25×)
- $100K
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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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to investment advice businesses with a Utah project address.
Agent summary
How to finance a investment advice acquisition in Utah with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Utah deals. Byline Bank funds the most here. DealRoom is not a lender.
- $877K typical loan
- 1 lenders active in Utah
- 1+ funded Utah deals
- 34 days typical to fund
Buyers buying a investment advice in Utah 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 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.