Lender intelligence
Financing a other accounting services acquisition in Montana
The SBA 7(a) lenders funding the most other accounting services acquisitions in Montana, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in other accounting services · Montana
Ranked by funded other accounting services acquisitions in Montana. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
1+ funded Other Accounting Services in Montana 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.
- PocketBooks Co. in Great Falls, MT — $395K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $296K (75%)
- Approval → funding
- 11 days
- Approved
- 11/25/2024
- First disbursed
- 12/6/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $439K
- Est. down payment (10%)
- $44K
- Est. cash at closing
- $59K
- Monthly payment
- $5,441
- Annual debt service
- $65K
- Cash flow needed (1.25×)
- $82K
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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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to other accounting services businesses with a Montana project address.
Agent summary
How to finance a other accounting services acquisition in Montana with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Montana deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $365K typical loan
- 1 lenders active in Montana
- 1+ funded Montana deals
- 11 days typical to fund
Buyers buying a other accounting services in Montana 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: