Acquisition Lender Index

Home Markets Industry profile

Document Preparation Services: SBA acquisition lenders

6 SBA 7(a) loans financed acquisitions classified as Document Preparation Services nationwide, FY2024–FY2026. Ranked lenders, loan sizes, rates and state-by-state activity.

SBA 7(a) change-of-ownership approvals · FY2024–FY2026 · Data through September 30, 2026

Acquisitions financed
6
Total approved
$2.7M
Median loan
$355K
Middle half of loans
$331K to $502K
Median starting rate
10.75%
Median term
10 yrs

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Lenders financing the most acquisitions in this industry

#LenderLoansShareMedian loanTotal approved
1 The Huntington National Bank 233%$188K$375K
2 22nd State Bank, A Division of 22nd State Banking Company 117%$1.1M$1.1M
3 Peapack Private Bank and Trust 117%$550K$550K
4 Foresight Bank 117%$360K$360K
5 Reliance Savings Bank 117%$350K$350K

Activity by state

StateLoansMedian loanTotal approved
Pennsylvania2$723K$1.4M
California2$188K$375K
New Jersey1$550K$550K
Illinois1$360K$360K

Deals by SBA fiscal year

FY20181 loans, $405K
FY20193 loans, $3.0M
FY20201 loans, $281K
FY20211 loans, $264K
FY20231 loans, $4.6M
FY20244 loans, $2.4M
FY20252 loans, $375K