Acquisition Lender Index

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Offices of Certified Public Accountants: SBA acquisition loans in California

29 SBA-financed business acquisitions in California classified as Offices of Certified Public Accountants, FY2024–FY2026. Median loan $831K. See which lenders did them.

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

Acquisitions financed
29
Total approved
$33.4M
Median loan
$831K
Middle half of loans
$450K to $1.7M
Median starting rate
9.00%
Median term
10 yrs

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Lenders that financed these deals

#LenderLoansShareMedian loanTotal approved
1 Live Oak Banking Company 724%$425K$4.2M
2 U.S. Bank, National Association 621%$811K$4.6M
3 United Midwest Savings Bank National Association 310%$1.9M$4.9M
4 Banc of California 310%$907K$2.6M
5 Beacon Bank and Trust 27%$2.8M$5.6M
6 First Business Bank 13%$3.7M$3.7M
7 TowneBank 13%$2.8M$2.8M
8 Wells Fargo Bank National Association 13%$1.9M$1.9M
9 Busey Bank 13%$1.4M$1.4M
10 Truliant FCU 13%$640K$640K
11 Banner Bank 13%$440K$440K
12 Celtic Bank Corporation 13%$422K$422K
13 Plumas Bank 13%$294K$294K

For comparison, the same industry nationwide: 289 loans, median $525K, median starting rate 9.45%. See Offices of Certified Public Accountants in every state.

Deals by SBA fiscal year

FY20192 loans, $762K
FY20206 loans, $5.0M
FY202115 loans, $11.7M
FY20224 loans, $5.6M
FY20235 loans, $6.1M
FY20248 loans, $7.4M
FY20259 loans, $7.0M
FY202612 loans, $19.1M

Reading these numbers

The amount shown is the gross loan approval. A loan can cover costs beyond the purchase, and the public file does not disclose the agreed purchase price or the rest of the financing. The loan-size analysis shows how to compare amounts across markets.