Main Street Registry

Bluebird Financial Services, LLC

Naples, FL · Offices of Certified Public Accountants · NAICS 541211

Bluebird Financial Services, LLC is an accounting business in Naples, Florida, classified under the industry Offices of Certified Public Accountants. The company was financed with an SBA 7(a) loan for a change of ownership of $1,027,000, approved on January 22, 2026 by First Merchants Bank.

SBA 7(a) loan, change of ownership, approved Jan 22, 2026

$1,027,000 approvedLender: First Merchants Bank15 years termStatus not reported (SBA exemption)Loan details
Gross approval
$1,027,000
SBA-guaranteed amount
$770,250 (75% of the approval)
Lender
First Merchants Bank, Indianapolis, IN
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
9.5%, variable
Term
15 years (180 months)
Estimated maturity
January 22, 2041 (estimated, approval date plus term)
Estimated monthly payment
$10,724 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Mar 5, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
3
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Collier County, FL
SBA district office
South Florida District Office
Congressional district
FL-19
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 47% 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 Florida: $1,808,559.

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.

Is this your company? Claim or correct this listing. See Corrections.

Same industry in Florida