Ckm Financial Services, Inc
Ckm Financial Services, Inc is located in Santa Monica, CA, and the SBA lists its industry as Tax Preparation Services. It was approved for an SBA 7(a) loan of $575,000 for a change of ownership on September 5, 2025.
SBA 7(a) loan, change of ownership, approved Sep 5, 2025
- Gross approval
- $575,000
- SBA-guaranteed amount
- $431,250 (75% of the approval)
- Lender
- Live Oak Banking Company, Wilmington, NC
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 9.25%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- September 5, 2035 (estimated, approval date plus term)
- Estimated monthly payment
- $7,362 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Sep 15, 2025
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 8
- Business type
- Corporation
- NAICS
- 541213, Tax Preparation Services
- Project location
- Los Angeles County, CA
- SBA district office
- Los Angeles District Office
- Congressional district
- CA-33
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 13% of acquisition loans in Tax Preparation Services on this site.
- Average acquisition loan in Tax Preparation Services: $1,139,170.
- 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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- Valerie Deike CPA, San Francisco
- Wch Acq, LLC, Tustin
- McPi Solution CPA Inc, Yorba Linda