Umpqua Valley Financial, LLC
Umpqua Valley Financial, LLC is an accounting firm in the offices of certified public accountants industry (NAICS 541211) located in Roseburg, Oregon. The company was financed with an SBA 7(a) loan for a change of ownership, with two loans totaling approximately $1.5 million approved on May 4, 2026, through T Bank, National Association. The loans reported 16 jobs.
SBA 7(a) loan, change of ownership, approved May 4, 2026
$979,500 approvedLender: T Bank, National Association10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $979,500
- SBA-guaranteed amount
- $734,625 (75% of the approval)
- Lender
- T Bank, National Association, Dallas, TX
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 8.75%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- May 4, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $12,276 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- May 28, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 16
- Business type
- Corporation
- NAICS
- 541211, Offices of Certified Public Accountants
- Project location
- Douglas County, OR
- SBA district office
- Portland District Office
- Congressional district
- OR-04
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 41% 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 Oregon: $1,946,167.
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.
SBA 7(a) loan, change of ownership, approved May 4, 2026
$523,000 approvedLender: T Bank, National Association25 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $523,000
- SBA-guaranteed amount
- $392,250 (75% of the approval)
- Lender
- T Bank, National Association, Dallas, TX
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 9%, variable
- Term
- 25 years (300 months)
- Estimated maturity
- May 4, 2051 (estimated, approval date plus term)
- Estimated monthly payment
- $4,389 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- May 29, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 16
- Business type
- Corporation
- NAICS
- 541211, Offices of Certified Public Accountants
- Project location
- Douglas County, OR
- SBA district office
- Portland District Office
- Congressional district
- OR-04
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 5% 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 Oregon: $1,946,167.
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 Oregon
- Jerrod Ragsdale, CPA, LLC, Beaverton