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Lakeview Financial Services LLC

Chicago, IL · Offices of Certified Public Accountants · NAICS 541211

Lakeview Financial Services LLC is located in Chicago, IL, and the SBA lists its industry as Offices of Certified Public Accountants. It was approved for an SBA 7(a) loan of $920,200 for a change of ownership on January 28, 2025.

SBA 7(a) loan, change of ownership, approved Jan 28, 2025

Gross approval
$920,200
SBA-guaranteed amount
$690,150 (75% of the approval)
Lender
Truliant FCU, Winston-Salem, NC
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
10%, variable
Term
10 years (120 months)
Estimated maturity
January 28, 2035 (estimated, approval date plus term)
Estimated monthly payment
$12,161 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Mar 3, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
4
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Cook County, IL
SBA district office
Illinois District Office
Congressional district
IL-04
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)

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 Illinois