Lender intelligence
Financing a offices of certified public accountants acquisition in Oregon
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Oregon, 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 · Oregon
Ranked by funded offices of certified public accountants acquisitions in Oregon. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.29 loans · $28M · Quincy, CAFull record →
- 3.328 loans · $134M · Cleveland, OHFull record →
7+ funded Offices of Certified Public Accountants in Oregon 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.
- JERROD RAGSDALE, CPA, LLC in Beaverton, OR — $945K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.34% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $709K (75%)
- Approval → funding
- 42 days
- Approved
- 12/10/2024
- First disbursed
- 1/21/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $105K
- Est. cash at closing
- $144K
- Monthly payment
- $12,145
- Annual debt service
- $146K
- Cash flow needed (1.25×)
- $182K
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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- Amit Gulecha, CPA, PC in Portland, OR — $500K (2023) · purchase · Plumas Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 17 days
- Approved
- 9/15/2023
- First disbursed
- 10/2/2023
- 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
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $6,133
- Annual debt service
- $74K
- Cash flow needed (1.25×)
- $92K
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 Plumas Bank · Lender record →
Your business? Claim this record · Request removal
- Michael Woodmansee Tax & Accounting LLC in Springfield, OR — $464K (2023) · purchase · U.S. Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 7.74% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $348K (75%)
- Approval → funding
- 28 days
- Approved
- 11/8/2022
- First disbursed
- 12/6/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $516K
- Est. down payment (10%)
- $52K
- Est. cash at closing
- $69K
- Monthly payment
- $5,566
- Annual debt service
- $67K
- Cash flow needed (1.25×)
- $83K
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
- SHANAFELT ASSOCIATES LLC in Portland, OR — $355K (2021) · purchase · Wells Fargo Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 4.6% fixed
- Term
- 82 months
- SBA guaranteed
- $266K (75%)
- Approval → funding
- 205 days
- Approved
- 11/22/2020
- First disbursed
- 6/15/2021
- Loan status
- Failed — $302K charged off (3/29/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $395K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $53K
- Monthly payment
- $5,056
- Annual debt service
- $61K
- Cash flow needed (1.25×)
- $76K
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
- MJAY LLC in Ontario, OR — $215K (2021) · purchase · U.S. Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.2% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $194K (90%)
- Approval → funding
- 8 days
- Approved
- 8/23/2021
- First disbursed
- 8/31/2021
- 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
- $239K
- Est. down payment (10%)
- $24K
- Est. cash at closing
- $32K
- Monthly payment
- $2,306
- Annual debt service
- $28K
- Cash flow needed (1.25×)
- $35K
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
- Kristen Keats CPA, PC in Sherwood, OR — $1.0M (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.4% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $750K (75%)
- Approval → funding
- 14 days
- Approved
- 8/21/2020
- First disbursed
- 9/4/2020
- 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
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $111K
- Est. cash at closing
- $152K
- Monthly payment
- $10,803
- 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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Bennett Tax and Accounting P.C. in Wilsonville, OR — $776K (2020) · purchase · KeyBank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $582K (75%)
- Approval → funding
- 25 days
- Approved
- 7/6/2020
- First disbursed
- 7/31/2020
- Loan status
- Paid in full (12/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 14
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $862K
- Est. down payment (10%)
- $86K
- Est. cash at closing
- $118K
- Monthly payment
- $8,417
- Annual debt service
- $101K
- Cash flow needed (1.25×)
- $126K
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 KeyBank National Association · 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 offices of certified public accountants businesses with a Oregon project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Oregon with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oregon deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $626K typical loan
- 5 lenders active in Oregon
- 7+ funded Oregon deals
- 25 days typical to fund
Buyers buying a offices of certified public accountants in Oregon 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
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.