Lender intelligence
Financing a offices of optometrists acquisition in California
The SBA 7(a) lenders funding the most offices of optometrists 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 optometrists · California
Ranked by funded offices of optometrists acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public offices of optometrists loan history in California to rank lenders yet. See offices of optometrists lenders nationwide →
3+ funded Offices of Optometrists 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.
- Brand Optometry, A Prof. Corp. in San Diego, CA — $1.5M (2025) · purchase · Beneficial State Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.65% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 29 days
- Approved
- 6/30/2025
- First disbursed
- 7/29/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 18
- Business age
- Change of Ownership
- Industry
- Offices of Optometrists
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $161K
- Est. cash at closing
- $221K
- Monthly payment
- $17,337
- Annual debt service
- $208K
- Cash flow needed (1.25×)
- $260K
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 Beneficial State Bank · Lender record →
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- Katherine Makayed, O.D., Inc in Morgan Hill, CA — $283K (2022) · purchase · Pinnacle Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $212K (75%)
- Approval → funding
- 20 days
- Approved
- 2/8/2022
- First disbursed
- 2/28/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Offices of Optometrists
If you were the buyer here
- Est. deal size
- $314K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $42K
- Monthly payment
- $2,963
- Annual debt service
- $36K
- Cash flow needed (1.25×)
- $44K
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 Pinnacle Bank · Lender record →
Your business? Claim this record · Request removal
- Nicole Kohan, O.D., Inc. in Upland, CA — $346K (2020) · purchase · BMO Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $259K (75%)
- Approved
- 9/8/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Offices of Optometrists
If you were the buyer here
- Est. deal size
- $384K
- Est. down payment (10%)
- $38K
- Est. cash at closing
- $51K
- Monthly payment
- $3,796
- Annual debt service
- $46K
- Cash flow needed (1.25×)
- $57K
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 BMO Bank 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 optometrists businesses with a California project address.
Agent summary
How to finance a offices of optometrists 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. DealRoom is not a lender.
- $657K typical loan
- 3 lenders active in California
- 3+ funded California deals
- 29 days typical to fund
Buyers buying a offices of optometrists 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.
- 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.