Main Street Registry

Forward Financial Tax LLC

Addison, TX · Offices of Certified Public Accountants · NAICS 541211

Forward Financial Tax LLC is located in Addison, Texas, and 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 $2,031,600, approved on December 23, 2024, through U.S. Bank, National Association.

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

$2,031,600 approvedLender: U.S. Bank, National Association10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$2,031,600
SBA-guaranteed amount
$1,523,700 (75% of the approval)
Lender
U.S. Bank, National Association, Cincinnati, OH
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
7.55%, variable
Term
10 years (120 months)
Estimated maturity
December 23, 2034 (estimated, approval date plus term)
Estimated monthly payment
$24,169 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Jan 8, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
2
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Dallas County, TX
SBA district office
Dallas / Ft Worth District Office
Congressional district
TX-24
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 84% 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 Texas: $1,944,682.

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 Texas