Main Street Registry

Mortenson Taggart Adams LLP

Dana Point, CA · Offices of Lawyers · NAICS 541110

Mortenson Taggart Adams LLP, located in Dana Point, CA, operates in the offices of lawyers industry (NAICS 541110). The business financed real estate or equipment through an SBA 504 loan of $1,608,000, approved on April 13, 2026, with Bank of America, National Association as the lending bank and Business Finance Capital as the certified development company.

SBA 504 loan, approved Apr 13, 2026

$1,608,000 SBA portionCDC: Business Finance Capital25 years termStatus not reported (SBA exemption)Loan details
SBA (CDC) portion
$1,608,000
Bank portion
$1,950,000
Estimated project size
$3,953,333 (estimated)
Estimated owner equity
$395,333 (estimated, about 10% of the project)
Bank lender
Bank of America, National Association, Charlotte, NC
CDC
Business Finance Capital
Processing method
Accredited Lenders Program: CDC with an expedited SBA review
Term
25 years (300 months)
Estimated maturity
April 13, 2051 (estimated, approval date plus term)
First disbursement
Jul 15, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
20
Business type
Corporation
NAICS
541110, Offices of Lawyers
Project location
Orange County, CA
SBA district office
Santa Ana District Office
Congressional district
CA-48
Collateral
Yes

Estimated share of project by source

Bank 49% SBA (CDC) 41% Owner 10%

  • Larger than 51% of expansion loans in Offices of Lawyers on this site.
  • Average expansion loan in Offices of Lawyers: $1,858,425.
  • 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