SBA lending record
Bucklin Sumner & Associates LLC
650 HOLLADAY ST STE 1600, Portland, OR 97232 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$25K
Total SBA financing
1
Loan on record
FY2020
On record
—
Jobs supported
Franchise brand
Transworld Business Advisors
See Transworld Business Advisors's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
Is Bucklin Sumner & Associates LLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$25,000 — FY2020
- Gross approval
- $25,000
- SBA guaranteed
- $12,500 (50%)
- Status
- Paid in full
- Rate at approval
- 11.25% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/6/2019
- First disbursement
- 11/30/2019
- Days to fund
- 24 days
- Paid in full
- 11/30/2020
- Collateral
- Required
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Franchise
- Transworld Business Advisors
- Franchise code
- S1813
- Address
- 650 HOLLADAY ST STE 1600
- City
- Portland, 97232
- County
- Multnomah
- SBA district office
- PORTLAND DISTRICT OFFICE
- Congressional district
- 3
The lender
Newtek Small Business Finance, Inc.
1 loan to this businessFind SBA lenders for businesses like this
The banks most active funding investment advice — by location, industry, and brand.
Other Transworld Business Advisors locations
Other Transworld Business Advisors businesses in the public SBA record — closest first, by location and deal size.
RC Kelliher Consulting INC.
Ronald, WA· ~141 mi
Transworld Business Advisors
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
JS Transitions Inc.
Ionia, MI· ~1851 mi
Transworld Business Advisors
- $60K
- SBA financing
- ≈ $118K–$196K
- Est. revenue (rough)
Rayl Enterprises, A California Corporation
Palm Desert, CA· ~881 mi
Transworld Business Advisors
- $67K
- SBA financing
- ≈ $131K–$219K
- Est. revenue (rough)
Transworld Business Advisors Of Mohawk Valley West
Liverpool, NY· ~2268 mi
Transworld Business Advisors
- $87K
- SBA financing
- ≈ $171K–$284K
- Est. revenue (rough)
NWA Business Exchange Partners LLC
Rogers, AR· ~1607 mi
Transworld Business Advisors
- $270K
- SBA financing
- ≈ $530K–$883K
- Est. revenue (rough)
Tomyris Enterprises, LLC
Lincoln, NE· ~1346 mi
Transworld Business Advisors
- $148K
- SBA financing
- ≈ $289K–$482K
- Est. revenue (rough)
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
TenBridge Partners LLC
Portland, OR· ~1 mi
Investment Advice
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
GOJISAN LLC
Portland, OR· ~0 mi
Ameriprise Financial
- $1.4M
- SBA financing
- ≈ $2.7M–$4.4M
- Est. revenue (rough)
Gray Oak Advisors, LLC
Lake Oswego, OR· ~8 mi
Investment Advice
- $535K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Strauch Properties, LLC
Portland, OR· ~6 mi
Investment Advice
- $2.4M
- SBA financing
- ≈ $4.6M–$7.7M
- Est. revenue (rough)
Keoni Hudson-Rasmussen, PC
Lake Oswego, OR· ~9 mi
Investment Advice
- $610K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Scott P. Hurst
Sumner, WA· ~117 mi
Investment Advice
- $25K
- SBA financing
- ≈ $49K–$82K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Bucklin Sumner & Associates LLC in Portland, OR (Investment Advice). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 1 SBA 7(a) loan totaling $25K
- On record FY2020
- Industry: Investment Advice
- Location: Portland, OR
- Lender: Newtek Small Business Finance, Inc.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in OR for ~$25k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-21.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Bucklin Sumner & Associates LLC.