Main Street Registry

H Lee & Associates, Inc.

Santa Clara, CA · Offices of Certified Public Accountants · NAICS 541211

H Lee & Associates, Inc. is an accounting firm in Santa Clara, CA, in the offices of certified public accountants industry (NAICS 541211). It financed real estate or equipment through an SBA 504 loan of $3,092,000, with BMO Bank National Association as the lender and Business Finance Capital as the certified development company, and the loan was approved on May 19, 2025.

SBA 504 loan, approved May 19, 2025

$3,092,000 SBA portionCDC: Business Finance Capital25 years termStatus not reported (SBA exemption)Loan details
SBA (CDC) portion
$3,092,000
Bank portion
$3,020,000
Estimated project size
$6,791,111 (estimated)
Estimated owner equity
$679,111 (estimated, about 10% of the project)
Bank lender
BMO Bank National Association, Chicago, IL
CDC
Business Finance Capital
Processing method
504 Refinancing: refinances existing business debt
Term
25 years (300 months)
Estimated maturity
May 19, 2050 (estimated, approval date plus term)
First disbursement
Sep 17, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
5
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

Estimated share of project by source

Bank 44% SBA (CDC) 46% Owner 10%

  • Larger than 81% of expansion loans in Offices of Certified Public Accountants on this site.
  • Average expansion loan in Offices of Certified Public Accountants: $1,889,500.
  • Average expansion loan in California: $2,161,468.

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