Lender intelligence
Financing a trusts, estates, and agency accounts acquisition in Arizona
The SBA 7(a) lenders funding the most trusts, estates, and agency accounts acquisitions in Arizona, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in trusts, estates, and agency accounts · Arizona
Ranked by funded trusts, estates, and agency accounts acquisitions in Arizona. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public trusts, estates, and agency accounts loan history in Arizona to rank lenders yet. See trusts, estates, and agency accounts lenders nationwide →
1+ funded Trusts, Estates, and Agency Accounts in Arizona 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.
- D&S NW Phoenix HC LLC in Surprise, AZ — $3.4M (2022) · purchase · American National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.35% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.5M (75%)
- Approval → funding
- 42 days
- Approved
- 11/18/2021
- First disbursed
- 12/30/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 147
- Business age
- Change of Ownership
- Industry
- Trusts, Estates, and Agency Accounts
If you were the buyer here
- Est. deal size
- $3.8M
- Est. down payment (10%)
- $376K
- Est. cash at closing
- $519K
- Monthly payment
- $36,464
- Annual debt service
- $438K
- Cash flow needed (1.25×)
- $547K
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 American National Bank
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to trusts, estates, and agency accounts businesses with a Arizona project address.
Agent summary
How to finance a trusts, estates, and agency accounts acquisition in Arizona with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Arizona deals. DealRoom is not a lender.
- $1.2M typical loan
- 1 lenders active in Arizona
- 1+ funded Arizona deals
- 42 days typical to fund
Buyers buying a trusts, estates, and agency accounts in Arizona 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.
- Sources: