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Mitchell Tax & Bookkeeping Services, Inc.

Capistrano Beach, CA · Offices of Certified Public Accountants · NAICS 541211

Mitchell Tax & Bookkeeping Services, Inc. is an accounting business in Capistrano Beach, California, 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 $906,900, approved on November 27, 2024 by Banc of California.

SBA 7(a) loan, change of ownership, approved Nov 27, 2024

$906,900 approvedLender: Banc of California10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$906,900
SBA-guaranteed amount
$680,175 (75% of the approval)
Lender
Banc of California, Los Angeles, CA
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
8%, variable
Term
10 years (120 months)
Estimated maturity
November 27, 2034 (estimated, approval date plus term)
Estimated monthly payment
$11,003 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Dec 18, 2024
Loan status
Status not reported (SBA exemption)
Jobs supported
4
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Orange County, CA
SBA district office
Santa Ana 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 34% 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