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Aspire Accounting LLC

West Bend, WI · Offices of Certified Public Accountants · NAICS 541211

Aspire Accounting LLC is an accounting business in West Bend, Wisconsin, in the offices of certified public accountants industry (NAICS 541211). The company was financed with an SBA 7(a) loan for a change of ownership of $990,000, approved on December 23, 2024, through Waukesha State Bank.

SBA 7(a) loan, change of ownership, approved Dec 23, 2024

$990,000 approvedLender: Waukesha State Bank10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$990,000
SBA-guaranteed amount
$742,500 (75% of the approval)
Lender
Waukesha State Bank, Waukesha, WI
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
7.75%, fixed
Term
10 years (120 months)
Estimated maturity
December 23, 2034 (estimated, approval date plus term)
Estimated monthly payment
$11,881 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Feb 7, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
6
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Washington County, WI
SBA district office
Wisconsin District Office
Congressional district
WI-05
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 43% of acquisition loans in Offices of Certified Public Accountants on this site.
  • Average acquisition loan in Offices of Certified Public Accountants: $1,327,217.
  • Average acquisition loan in Wisconsin: $1,729,230.

Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.

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Same industry in Wisconsin