Coralli Family Limited Partnership, Ltd in Addison, TX — $1.1M (2026) · purchase · Security National Bank of Omaha

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $825K (75%)
Approved: 3/23/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Partnership
Jobs supported: 21
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $1.2M
Est. down payment (10%): $122K
Est. cash at closing: $168K
Monthly payment: $14,234
Annual debt service: $171K
Cash flow needed (1.25×): $214K

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 Security National Bank of Omaha · Lender record →

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Nathan Truax in Riverside, CA — $812K (2026) · purchase · Summit State Bank

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $609K (75%)
Approval → funding: 5 days
Approved: 1/24/2026
First disbursed: 1/29/2026
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: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $902K
Est. down payment (10%): $90K
Est. cash at closing: $124K
Monthly payment: $10,507
Annual debt service: $126K
Cash flow needed (1.25×): $158K

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 Summit State Bank · Lender record →

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Bebco, Inc. in Carnegie, PA — $850K (2024) · purchase · Northwest Bank

Program: 7a General
Rate at approval: 11.5% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $638K (75%)
Approval → funding: 36 days
Approved: 4/9/2024
First disbursed: 5/15/2024
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: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $944K
Est. down payment (10%): $94K
Est. cash at closing: $130K
Monthly payment: $8,640
Annual debt service: $104K
Cash flow needed (1.25×): $130K

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 Bank · Lender record →

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SPAJW LLC in Osseo, MN — $458K (2024) · purchase · Village Bank

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $344K (75%)
Approval → funding: 6 days
Approved: 9/24/2024
First disbursed: 9/30/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 2
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $509K
Est. down payment (10%): $51K
Est. cash at closing: $68K
Monthly payment: $5,926
Annual debt service: $71K
Cash flow needed (1.25×): $89K

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 Village Bank · Lender record →

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Kingdom Properties, LLC in Carthage, IN — $284K (2024) · purchase · Citizens State Bank of New Castle

Program: 7a General
Rate at approval: 10% variable
Term: 240 mo (20 yrs)
SBA guaranteed: $213K (75%)
Approval → funding: 93 days
Approved: 9/3/2024
First disbursed: 12/5/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $316K
Est. down payment (10%): $32K
Est. cash at closing: $42K
Monthly payment: $2,741
Annual debt service: $33K
Cash flow needed (1.25×): $41K

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 Citizens State Bank of New Castle · Lender record →

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Big Picture Financial Group LLC in Lafayette, CO — $280K (2024) · purchase · United Midwest Savings Bank National Association

Program: Preferred Lenders Program
Rate at approval: 11% variable
Term: 115 months
SBA guaranteed: $210K (75%)
Approval → funding: 13 days
Approved: 1/13/2024
First disbursed: 1/26/2024
Loan status: In workout — SBA bought the guarantee
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $311K
Est. down payment (10%): $31K
Est. cash at closing: $42K
Monthly payment: $3,950
Annual debt service: $47K
Cash flow needed (1.25×): $59K

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 United Midwest Savings Bank National Association · Lender record →

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Family Capital Management, Inc. in Grand Rapids, MI — $497K (2023) · purchase · Grand River Bank

Program: 7a General
Rate at approval: 7.65% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $373K (75%)
Approval → funding: 26 days
Approved: 7/14/2023
First disbursed: 8/9/2023
Loan status: Paid in full (11/30/2025)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 7
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $552K
Est. down payment (10%): $55K
Est. cash at closing: $74K
Monthly payment: $5,938
Annual debt service: $71K
Cash flow needed (1.25×): $89K

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 Grand River Bank · Lender record →

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HILARY O' MALLEY in Harwich, MA — $340K (2023) · purchase · Byline Bank

Program: Preferred Lenders Program
Rate at approval: 11% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $255K (75%)
Approval → funding: 22 days
Approved: 6/14/2023
First disbursed: 7/6/2023
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: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $378K
Est. down payment (10%): $38K
Est. cash at closing: $51K
Monthly payment: $4,684
Annual debt service: $56K
Cash flow needed (1.25×): $70K

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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Stone Insurance Inc. in Edina, MN — $320K (2021) · purchase · 21st Century Bank

Program: Preferred Lenders Program
Rate at approval: 4.75% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $240K (75%)
Approval → funding: 11 days
Approved: 10/20/2020
First disbursed: 10/31/2020
Loan status: Paid in full (9/30/2024)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 5
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $356K
Est. down payment (10%): $36K
Est. cash at closing: $48K
Monthly payment: $3,355
Annual debt service: $40K
Cash flow needed (1.25×): $50K

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 21st Century Bank · Lender record →

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Terrence Leiendecker in Edina, MN — $2.5M (2020) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.49% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $1.9M (75%)
Approval → funding: 8 days
Approved: 9/9/2020
First disbursed: 9/17/2020
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Jobs supported: 3
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $2.8M
Est. down payment (10%): $280K
Est. cash at closing: $386K
Monthly payment: $27,336
Annual debt service: $328K
Cash flow needed (1.25×): $410K

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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Lochner Consulting in Madison, WI — $1.1M (2020) · purchase · Citizens Community Federal National Association

Program: Preferred Lenders Program
Rate at approval: 5.5% variable
Term: 119 months
SBA guaranteed: $836K (75%)
Approval → funding: 34 days
Approved: 4/27/2020
First disbursed: 5/31/2020
Loan status: Paid in full (6/30/2022)
Loan type: Term loan
Collateral: Required
Business type: Individual
Secondary market: Loan sold to investors
Jobs supported: 2
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $1.2M
Est. down payment (10%): $124K
Est. cash at closing: $170K
Monthly payment: $12,177
Annual debt service: $146K
Cash flow needed (1.25×): $183K

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 Citizens Community Federal National Association

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Regency Investment Advisors Incorporated in Fresno, CA — $1.1M (2020) · purchase · Community West Bank

Program: Preferred Lenders Program
Rate at approval: 3.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $819K (75%)
Approval → funding: 12 days
Approved: 6/18/2020
First disbursed: 6/30/2020
Loan status: Paid in full (1/31/2022)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 15
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $1.2M
Est. down payment (10%): $121K
Est. cash at closing: $166K
Monthly payment: $10,927
Annual debt service: $131K
Cash flow needed (1.25×): $164K

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 Community West Bank · Lender record →

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Figtree Consulting, Inc. in Morris Plains, NJ — $700K (2020) · purchase · EagleBank

Program: Preferred Lenders Program
Rate at approval: 7.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $525K (75%)
Approved: 12/12/2019
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 7
Business age: Change of Ownership
Industry: Miscellaneous Financial Investment Activities

If you were the buyer here

Est. deal size: $778K
Est. down payment (10%): $78K
Est. cash at closing: $104K
Monthly payment: $8,309
Annual debt service: $100K
Cash flow needed (1.25×): $125K

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 EagleBank · Lender record →

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Financing a miscellaneous financial investment activities acquisition

Most active in miscellaneous financial investment activities

13+ funded miscellaneous financial investment activities deals

Agent summary

Deal economics— what it takes to buy & finance miscellaneous financial investment activities