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Atlas Accounting & Advisory LLC

San Jose, CA · Offices of Certified Public Accountants · NAICS 541211

Atlas Accounting & Advisory LLC, located in San Jose, CA, operates 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 $1.36 million, approved on December 19, 2025, through Busey Bank.

SBA 7(a) loan, change of ownership, approved Dec 19, 2025

$1,360,000 approvedLender: Busey Bank10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$1,360,000
SBA-guaranteed amount
$1,020,000 (75% of the approval)
Lender
Busey Bank, Champaign, IL
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
9.75%, variable
Term
10 years (120 months)
Estimated maturity
December 19, 2035 (estimated, approval date plus term)
Estimated monthly payment
$17,785 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Dec 30, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
12
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Santa Clara County, CA
SBA district office
San Francisco District Office
Congressional district
CA-17
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 62% 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 California: $1,688,228.

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 California