Prosperity Launch, LLC in Helena, MT — $4.8M (2026) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 7.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.6M (75%)
Approval → funding: 17 days
Approved: 1/9/2026
First disbursed: 1/26/2026
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: Professional and Management Development Training

If you were the buyer here

Est. deal size: $5.3M
Est. down payment (10%): $528K
Est. cash at closing: $730K
Monthly payment: $57,005
Annual debt service: $684K
Cash flow needed (1.25×): $855K

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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Summit Point Leadership LLC in Houston, TX — $2.6M (2026) · purchase · Fifth Third Bank

Program: Preferred Lenders Program
Rate at approval: 7% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.9M (75%)
Approval → funding: 13 days
Approved: 12/10/2025
First disbursed: 12/23/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 1
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $2.9M
Est. down payment (10%): $288K
Est. cash at closing: $398K
Monthly payment: $30,132
Annual debt service: $362K
Cash flow needed (1.25×): $452K

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 Fifth Third Bank · Lender record →

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Ebony Smith & Associates, Inc. in Miami, FL — $1.9M (2026) · purchase · Truliant FCU

Program: Preferred Lenders Program
Rate at approval: 9.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.4M (75%)
Approved: 3/25/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 9
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $2.1M
Est. down payment (10%): $206K
Est. cash at closing: $283K
Monthly payment: $23,724
Annual debt service: $285K
Cash flow needed (1.25×): $356K

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 →

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The Stay at Home Bookkeeper Academy Inc. in Leander, TX — $1.1M (2026) · purchase · Pathward National Association

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $841K (75%)
Approval → funding: 22 days
Approved: 1/29/2026
First disbursed: 2/20/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 16
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $1.2M
Est. down payment (10%): $125K
Est. cash at closing: $171K
Monthly payment: $14,204
Annual debt service: $170K
Cash flow needed (1.25×): $213K

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 Pathward National Association · Lender record →

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CREATIVE THERAPY CONSULTANTS LLC in Las Vegas, NV — $1.0M (2026) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $761K (75%)
Approval → funding: 14 days
Approved: 11/17/2025
First disbursed: 12/1/2025
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: Professional and Management Development Training

If you were the buyer here

Est. deal size: $1.1M
Est. down payment (10%): $113K
Est. cash at closing: $155K
Monthly payment: $12,858
Annual debt service: $154K
Cash flow needed (1.25×): $193K

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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FlipSisters in Phoenix, AZ — $4.1M (2025) · purchase · First Internet Bank of Indiana

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $3.1M (75%)
Approval → funding: 18 days
Approved: 1/31/2025
First disbursed: 2/18/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 13
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $4.6M
Est. down payment (10%): $460K
Est. cash at closing: $636K
Monthly payment: $55,272
Annual debt service: $663K
Cash flow needed (1.25×): $829K

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 First Internet Bank of Indiana · Lender record →

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Acquisition Lab Ops LLC in Claymont, DE — $2.7M (2025) · purchase · Truliant FCU

Program: Preferred Lenders Program
Rate at approval: 10% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $2.0M (75%)
Approval → funding: 2 days
Approved: 9/3/2025
First disbursed: 9/5/2025
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: Professional and Management Development Training

If you were the buyer here

Est. deal size: $3.0M
Est. down payment (10%): $299K
Est. cash at closing: $413K
Monthly payment: $35,562
Annual debt service: $427K
Cash flow needed (1.25×): $533K

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 →

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Reality Based Leadership LLC in Mckinney, TX — $2.6M (2025) · purchase · First Horizon Bank

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $2.0M (75%)
Approval → funding: 68 days
Approved: 9/18/2025
First disbursed: 11/25/2025
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: Professional and Management Development Training

If you were the buyer here

Est. deal size: $2.9M
Est. down payment (10%): $289K
Est. cash at closing: $399K
Monthly payment: $32,995
Annual debt service: $396K
Cash flow needed (1.25×): $495K

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 First Horizon Bank · Lender record →

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The Fundraising Forum Group, LLC in Memphis, TN — $1.4M (2025) · purchase · Pinnacle Bank

Program: Preferred Lenders Program
Rate at approval: 9.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.0M (75%)
Approval → funding: 16 days
Approved: 8/6/2025
First disbursed: 8/22/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 3
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $1.5M
Est. down payment (10%): $153K
Est. cash at closing: $210K
Monthly payment: $18,053
Annual debt service: $217K
Cash flow needed (1.25×): $271K

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 →

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Infinite Edge Learning LLC in Ravenna, OH — $815K (2025) · purchase · The Huntington National Bank

Program: Preferred Lenders Program
Rate at approval: 10% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $611K (75%)
Approval → funding: 7 days
Approved: 1/10/2025
First disbursed: 1/17/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $906K
Est. down payment (10%): $91K
Est. cash at closing: $124K
Monthly payment: $10,770
Annual debt service: $129K
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 The Huntington National Bank · Lender record →

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Tools 2 Succeed in Westlake Village, CA — $576K (2025) · purchase · Gulf Coast Bank and Trust Company

Program: Preferred Lenders Program
Rate at approval: 10.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $432K (75%)
Approval → funding: 5 days
Approved: 12/5/2024
First disbursed: 12/10/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 5
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $640K
Est. down payment (10%): $64K
Est. cash at closing: $86K
Monthly payment: $7,771
Annual debt service: $93K
Cash flow needed (1.25×): $117K

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 Gulf Coast Bank and Trust Company · Lender record →

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Otera Group Inc in Columbus, OH — $326K (2025) · purchase · Citizens Bank

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $245K (75%)
Approval → funding: 11 days
Approved: 9/22/2025
First disbursed: 10/3/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $362K
Est. down payment (10%): $36K
Est. cash at closing: $48K
Monthly payment: $4,353
Annual debt service: $52K
Cash flow needed (1.25×): $65K

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 Bank · Lender record →

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Thrrive LLC in Altoona, PA — $236K (2025) · purchase · Mechanics and Farmers Bank

Program: Preferred Lenders Program
Rate at approval: 10.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $177K (75%)
Approved: 8/22/2025
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $263K
Est. down payment (10%): $26K
Est. cash at closing: $35K
Monthly payment: $3,189
Annual debt service: $38K
Cash flow needed (1.25×): $48K

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 Mechanics and Farmers Bank · Lender record →

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Infinite Edge Learning LLC in Ravenna, OH — $50K (2025) · purchase · The Huntington National Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 10% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $25K (50%)
Approved: 1/10/2025
Loan status: Committed
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 4
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $56K
Est. down payment (10%): $6K
Est. cash at closing: $7K
Monthly payment: $661
Annual debt service: $8K
Cash flow needed (1.25×): $10K

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 The Huntington National Bank · Lender record →

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The Leader's Edge LLC in Bala Cynwyd, PA — $1.6M (2024) · purchase · Manufacturers and Traders Trust Company

Program: Preferred Lenders Program
Rate at approval: 10.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.2M (75%)
Approval → funding: 5 days
Approved: 12/16/2023
First disbursed: 12/21/2023
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Partnership
Jobs supported: 9
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $1.8M
Est. down payment (10%): $183K
Est. cash at closing: $252K
Monthly payment: $22,496
Annual debt service: $270K
Cash flow needed (1.25×): $337K

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 Manufacturers and Traders Trust Company · Lender record →

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Mastery LLC in Indianapolis, IN — $821K (2024) · purchase · Lake City Bank

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $616K (75%)
Approval → funding: 6 days
Approved: 10/10/2023
First disbursed: 10/16/2023
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 2
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $912K
Est. down payment (10%): $91K
Est. cash at closing: $125K
Monthly payment: $10,624
Annual debt service: $127K
Cash flow needed (1.25×): $159K

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 Lake City Bank · Lender record →

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Master of Project Academy in Washington, DC — $3.9M (2021) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 5.75% variable
Term: 215 months
SBA guaranteed: $3.5M (90%)
Approval → funding: 13 days
Approved: 4/15/2021
First disbursed: 4/28/2021
Loan status: In liquidation
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 20
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $4.4M
Est. down payment (10%): $437K
Est. cash at closing: $604K
Monthly payment: $29,361
Annual debt service: $352K
Cash flow needed (1.25×): $440K

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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River Birch Properties, LLC in St Charles, IL — $528K (2021) · purchase · The Huntington National Bank

Program: Preferred Lenders Program
Rate at approval: 6% variable
Term: 216 mo (18 yrs)
SBA guaranteed: $396K (75%)
Approval → funding: 3 days
Approved: 12/7/2020
First disbursed: 12/10/2020
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 20
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $586K
Est. down payment (10%): $59K
Est. cash at closing: $78K
Monthly payment: $3,999
Annual debt service: $48K
Cash flow needed (1.25×): $60K

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 The Huntington National Bank · Lender record →

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Optical Training Institute, LLC in Dallas, TX — $1.4M (2020) · purchase · b1BANK

Program: Preferred Lenders Program
Rate at approval: 7% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $1.1M (75%)
Approval → funding: 22 days
Approved: 10/9/2019
First disbursed: 10/31/2019
Loan status: Paid in full (4/30/2024)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 2
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $1.6M
Est. down payment (10%): $156K
Est. cash at closing: $214K
Monthly payment: $16,313
Annual debt service: $196K
Cash flow needed (1.25×): $245K

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 b1BANK · Lender record →

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AEP Connections LLC in Glenwood, MN — $663K (2020) · purchase · Wells Fargo Bank National Association

Program: Preferred Lenders Program
Rate at approval: 5.2% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $497K (75%)
Approval → funding: 54 days
Approved: 4/7/2020
First disbursed: 5/31/2020
Loan status: Paid in full (4/30/2022)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 1
Business age: Change of Ownership
Industry: Professional and Management Development Training

If you were the buyer here

Est. deal size: $737K
Est. down payment (10%): $74K
Est. cash at closing: $99K
Monthly payment: $7,097
Annual debt service: $85K
Cash flow needed (1.25×): $106K

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 →

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Financing a professional and management development training acquisition

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Agent summary

Deal economics— what it takes to buy & finance professional and management development training