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Legacy Park Advisors

San Diego, CA · Offices of Certified Public Accountants · NAICS 541211

Legacy Park Advisors is an accounting firm in San Diego, California, operating in the offices of certified public accountants industry (NAICS 541211). The business was financed with an SBA 7(a) loan for a change of ownership totaling $3.7 million, approved by First Business Bank on June 12, 2026.

SBA 7(a) loan, change of ownership, approved Jun 12, 2026

$3,727,000 approvedLender: First Business Bank10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$3,727,000
SBA-guaranteed amount
$2,795,250 (75% of the approval)
Lender
First Business Bank, Madison, WI
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
8.75%, variable
Term
10 years (120 months)
Estimated maturity
June 12, 2036 (estimated, approval date plus term)
Estimated monthly payment
$46,709 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Jun 23, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
30
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
San Diego County, CA
SBA district office
San Diego District Office
Congressional district
CA-49
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 97% 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 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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Same industry in California