SBA lending record
Chavan & Associates, LLP
16450 Monterey Road, Morgan Hill, CA 95037 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.0M
Total SBA financing
1
Loan on record
FY2020
On record
5
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$1,000,000 — FY2020
- Gross approval
- $1,000,000
- SBA guaranteed
- $750,000 (75%)
- Status
- Current
- Rate at approval
- 5.16% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/16/2020
- First disbursement
- 9/25/2020
- Days to fund
- 9 days
- Collateral
- Required
- Jobs supported
- 5
- Business type
- Partnership
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Lender
- Live Oak Banking Company
- Address
- 16450 Monterey Road
- City
- Morgan Hill, 95037
- County
- Santa Clara
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 19
The lender
Live Oak Banking Company
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding offices of certified public accountants — by location, industry.
Similar businesses
Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
SVA, PC
Morgan Hill, CA· ~0 mi
Offices of Certified Public Accountants
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- SBA financing
- ≈ $962K–$1.6M
- Est. revenue (rough)
Frederick Accountancy for Small Business
Santa Clara, CA· ~23 mi
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- $850K
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- ≈ $1.7M–$2.8M
- Est. revenue (rough)
Atlas Accounting & Advisory LLC
San Jose, CA· ~23 mi
Offices of Certified Public Accountants
- $1.4M
- SBA financing
- ≈ $2.7M–$4.4M
- Est. revenue (rough)
Hock Bratcher LLP
Morgan Hill, CA· ~1 mi
Offices of Certified Public Accountants
- $3.2M
- SBA financing
- ≈ $6.3M–$10M
- Est. revenue (rough)
RW Sky LLC
San Jose, CA· ~23 mi
Offices of Certified Public Accountants
- $1.2M
- SBA financing
- ≈ $2.3M–$3.8M
- Est. revenue (rough)
MJ PARTNERS LLP
Campbell, CA· ~20 mi
Offices of Certified Public Accountants
- $2.5M
- SBA financing
- ≈ $4.8M–$8.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Chavan & Associates, LLP in Morgan Hill, CA (Offices of Certified Public Accountants). 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 $1.0M
- On record FY2020
- 5 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: Morgan Hill, CA
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in CA for ~$1.0M 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 2026-06-17.
- 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.
Is Chavan & Associates, LLP your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
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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 Chavan & Associates, LLP.