Financing a offices of certified public accountants acquisition in California

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The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in California, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.

Most active in offices of certified public accountants · California

Ranked by funded offices of certified public accountants acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.

1.36 loans · $46M · Los Angeles, CAFull record →
2.105 loans · $164M · Brookline, MAFull record →
3.57 loans · $74M · Winston-Salem, NCFull record →
4.32 loans · $37M · Champaign, ILFull record →
5.104 loans · $100M · Portsmouth, VAFull record →

52+ funded Offices of Certified Public Accountants in California 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.

The Fork CPAs in Santa Monica, CA — $3.9M (2026) · purchase · Beacon Bank and Trust
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$3.0M (75%)
Approval → funding
13 days
Approved
2/27/2026
First disbursed
3/12/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
33
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$4.4M
Est. down payment (10%)
$437K
Est. cash at closing
$604K
Monthly payment
$49,847
Annual debt service
$598K
Cash flow needed (1.25×)
$748K
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 Beacon Bank and Trust · Lender record →
Your business? Claim this record · Request removal
Bishop North LLC in Camarillo, CA — $2.8M (2026) · purchase · TowneBank
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$2.1M (75%)
Approved
12/16/2025
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
12
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$3.1M
Est. down payment (10%)
$307K
Est. cash at closing
$423K
Monthly payment
$34,963
Annual debt service
$420K
Cash flow needed (1.25×)
$524K
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 TowneBank · Lender record →
Your business? Claim this record · Request removal
Atlas Accounting & Advisory LLC in San Jose, CA — $1.4M (2026) · purchase · Busey Bank
Program
Preferred Lenders Program
Rate at approval
9.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.0M (75%)
Approval → funding
11 days
Approved
12/19/2025
First disbursed
12/30/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
12
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$1.5M
Est. down payment (10%)
$151K
Est. cash at closing
$207K
Monthly payment
$17,785
Annual debt service
$213K
Cash flow needed (1.25×)
$267K
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 →
Your business? Claim this record · Request removal
LEVY AND COMPANY LLC in Torrance, CA — $1.2M (2026) · purchase · U.S. Bank, National Association
Program
Preferred Lenders Program
Rate at approval
7.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$875K (75%)
Approval → funding
1 days
Approved
12/3/2025
First disbursed
12/4/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
6
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$1.3M
Est. down payment (10%)
$130K
Est. cash at closing
$178K
Monthly payment
$14,002
Annual debt service
$168K
Cash flow needed (1.25×)
$210K
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 U.S. Bank, National Association · Lender record →
Your business? Claim this record · Request removal
Clear Oak Advisory PC in Emeryville, CA — $641K (2026) · purchase · Truliant FCU
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$480K (75%)
Approval → funding
28 days
Approved
1/12/2026
First disbursed
2/9/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$712K
Est. down payment (10%)
$71K
Est. cash at closing
$95K
Monthly payment
$8,200
Annual debt service
$98K
Cash flow needed (1.25×)
$123K
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 Truliant FCU · Lender record →
Your business? Claim this record · Request removal
SYSTEM SIX CNA, LLC in Corte Madera, CA — $1.7M (2025) · purchase · Beacon Bank and Trust
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$807K (49%)
Approval → funding
25 days
Approved
9/29/2025
First disbursed
10/24/2025
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
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$1.8M
Est. down payment (10%)
$184K
Est. cash at closing
$254K
Monthly payment
$21,253
Annual debt service
$255K
Cash flow needed (1.25×)
$319K
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 Beacon Bank and Trust · Lender record →
Your business? Claim this record · Request removal
AGUIRRE & CO. in La Habra, CA — $1.2M (2025) · purchase · Banc of California
Program
Preferred Lenders Program
Rate at approval
8.5% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$916K (75%)
Approval → funding
23 days
Approved
11/13/2024
First disbursed
12/6/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
11
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$1.4M
Est. down payment (10%)
$136K
Est. cash at closing
$186K
Monthly payment
$15,145
Annual debt service
$182K
Cash flow needed (1.25×)
$227K
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 Banc of California · Lender record →
Your business? Claim this record · Request removal
Mitchell Tax & Bookkeeping Services, Inc. in Capistrano Beach, CA — $907K (2025) · purchase · Banc of California
Program
Preferred Lenders Program
Rate at approval
8% variable
Term
120 mo (10 yrs)
SBA guaranteed
$680K (75%)
Approval → funding
21 days
Approved
11/27/2024
First disbursed
12/18/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
4
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$1.0M
Est. down payment (10%)
$101K
Est. cash at closing
$138K
Monthly payment
$11,003
Annual debt service
$132K
Cash flow needed (1.25×)
$165K
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 Banc of California · Lender record →
Your business? Claim this record · Request removal
May & Wood, PC in San Mateo, CA — $833K (2025) · purchase · U.S. Bank, National Association
Program
Preferred Lenders Program
Rate at approval
8.57% variable
Term
120 mo (10 yrs)
SBA guaranteed
$624K (75%)
Approval → funding
2 days
Approved
12/16/2024
First disbursed
12/18/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
4
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$925K
Est. down payment (10%)
$93K
Est. cash at closing
$127K
Monthly payment
$10,354
Annual debt service
$124K
Cash flow needed (1.25×)
$155K
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 U.S. Bank, National Association · Lender record →
Your business? Claim this record · Request removal
Elite Certified Public Accountancy Corp. in Marina Del Rey, CA — $500K (2025) · purchase · U.S. Bank, National Association
Program
Preferred Lenders Program
Rate at approval
7.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$375K (75%)
Approval → funding
70 days
Approved
5/30/2025
First disbursed
8/8/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
4
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$556K
Est. down payment (10%)
$56K
Est. cash at closing
$74K
Monthly payment
$5,870
Annual debt service
$70K
Cash flow needed (1.25×)
$88K
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 U.S. Bank, National Association · Lender record →
Your business? Claim this record · Request removal
SVA, PC in Morgan Hill, CA — $491K (2025) · purchase · U.S. Bank, National Association
Program
Preferred Lenders Program
Rate at approval
7% variable
Term
121 months
SBA guaranteed
$368K (75%)
Approval → funding
60 days
Approved
9/25/2025
First disbursed
11/24/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$545K
Est. down payment (10%)
$55K
Est. cash at closing
$73K
Monthly payment
$5,666
Annual debt service
$68K
Cash flow needed (1.25×)
$85K
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 U.S. Bank, National Association · Lender record →
Your business? Claim this record · Request removal
Manosh Singh, CPA Inc. in Citris Heights, CA — $482K (2025) · purchase · Banc of California
Program
Preferred Lenders Program
Rate at approval
8.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$362K (75%)
Approval → funding
10 days
Approved
10/21/2024
First disbursed
10/31/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
2
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$536K
Est. down payment (10%)
$54K
Est. cash at closing
$72K
Monthly payment
$5,976
Annual debt service
$72K
Cash flow needed (1.25×)
$90K
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 Banc of California · Lender record →
Your business? Claim this record · Request removal
Broaden Law APC in Chula Vista, CA — $440K (2025) · purchase · Banner Bank
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$330K (75%)
Approval → funding
34 days
Approved
9/18/2025
First disbursed
10/22/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
8
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$489K
Est. down payment (10%)
$49K
Est. cash at closing
$65K
Monthly payment
$5,693
Annual debt service
$68K
Cash flow needed (1.25×)
$85K
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 Banner Bank · Lender record →
Your business? Claim this record · Request removal
Douglas M. Smith & Company, CPAs in Fresno, CA — $422K (2025) · purchase · Celtic Bank Corporation
Program
Preferred Lenders Program
Rate at approval
10% variable
Term
120 mo (10 yrs)
SBA guaranteed
$317K (75%)
Approval → funding
10 days
Approved
3/18/2025
First disbursed
3/28/2025
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
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$469K
Est. down payment (10%)
$47K
Est. cash at closing
$63K
Monthly payment
$5,577
Annual debt service
$67K
Cash flow needed (1.25×)
$84K
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 Celtic Bank Corporation · Lender record →
Your business? Claim this record · Request removal
AMS CPAS LA CORP in Los Angeles, CA — $1.9M (2024) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
10.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.4M (75%)
Approval → funding
7 days
Approved
8/22/2024
First disbursed
8/29/2024
Loan status
Paid in full (1/31/2025)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
13
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$2.1M
Est. down payment (10%)
$214K
Est. cash at closing
$295K
Monthly payment
$26,286
Annual debt service
$315K
Cash flow needed (1.25×)
$394K
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 →
Your business? Claim this record · Request removal
GuzmanGray in Long Beach, CA — $1.9M (2024) · purchase · Wells Fargo Bank National Association
Program
Preferred Lenders Program
Rate at approval
7.25% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$1.4M (75%)
Approval → funding
27 days
Approved
11/9/2023
First disbursed
12/6/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
14
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$2.1M
Est. down payment (10%)
$208K
Est. cash at closing
$286K
Monthly payment
$21,941
Annual debt service
$263K
Cash flow needed (1.25×)
$329K
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 Wells Fargo Bank National Association · Lender record →
Your business? Claim this record · Request removal
Demian & Associates CPA in Thousand Oaks, CA — $942K (2024) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
10.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$706K (75%)
Approved
7/31/2024
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
18
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$1.0M
Est. down payment (10%)
$105K
Est. cash at closing
$143K
Monthly payment
$12,705
Annual debt service
$152K
Cash flow needed (1.25×)
$191K
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 →
Your business? Claim this record · Request removal
X & L CPAs, LLP in Arcadia, CA — $831K (2024) · purchase · U.S. Bank, National Association
Program
Preferred Lenders Program
Rate at approval
8.46% variable
Term
120 mo (10 yrs)
SBA guaranteed
$623K (75%)
Approval → funding
29 days
Approved
5/14/2024
First disbursed
6/12/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Partnership
Jobs supported
5
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$923K
Est. down payment (10%)
$92K
Est. cash at closing
$127K
Monthly payment
$10,287
Annual debt service
$123K
Cash flow needed (1.25×)
$154K
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 U.S. Bank, National Association · Lender record →
Your business? Claim this record · Request removal
May & Wood, PC in Burlingame, CA — $791K (2024) · purchase · U.S. Bank, National Association
Program
Preferred Lenders Program
Rate at approval
9.98% variable
Term
120 mo (10 yrs)
SBA guaranteed
$593K (75%)
Approval → funding
32 days
Approved
12/16/2023
First disbursed
1/17/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
7
Business age
Change of Ownership
Industry
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$878K
Est. down payment (10%)
$88K
Est. cash at closing
$120K
Monthly payment
$10,438
Annual debt service
$125K
Cash flow needed (1.25×)
$157K
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 U.S. Bank, National Association · Lender record →
Your business? Claim this record · Request removal
PREP TAX SMART INC. in Redding, CA — $425K (2024) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
10.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$319K (75%)
Approval → funding
18 days
Approved
12/16/2023
First disbursed
1/3/2024
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
Offices of Certified Public Accountants
If you were the buyer here
Est. deal size
$472K
Est. down payment (10%)
$47K
Est. cash at closing
$63K
Monthly payment
$5,794
Annual debt service
$70K
Cash flow needed (1.25×)
$87K
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

Financing a offices of certified public accountants deal in California? Start with the right lender

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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to offices of certified public accountants businesses with a California project address.

Agent summary

How to finance a offices of certified public accountants acquisition in California with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded California deals. Banc of California funds the most here. DealRoom is not a lender.

$626K typical loan
20 lenders active in California
52+ funded California deals
18 days typical to fund

Buyers buying a offices of certified public accountants in California typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.

Financing a offices of certified public accountants acquisition in California

Most active in offices of certified public accountants · California

52+ funded Offices of Certified Public Accountants in California deals

Agent summary

Deal economics— what it takes to buy & finance offices of certified public accountants in California