SBA lending record
Cook Advisors P.C.
3385 COLTON DR #B, Helena, MT 59602 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$250K
Total SBA financing
1
Loan on record
FY2024
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Cook Advisors P.C. 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
$250,000 — FY2024
- Gross approval
- $250,000
- SBA guaranteed
- $125,000 (50%)
- Status
- Current
- Rate at approval
- 8% f
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/16/2024
- First disbursement
- 8/26/2024
- Days to fund
- 41 days
- Collateral
- Required
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Lender
- Glacier Bank
- Address
- 3385 COLTON DR #B
- City
- Helena, 59602
- County
- Lewis And Clark
- SBA district office
- MONTANA DISTRICT OFFICE
- Congressional district
- 0
The lender
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.
AMETHYST HOLDINGS, LLC
Helena, MT· ~0 mi
Offices of Certified Public Accountants
- $540K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
CEART CPA, PLLC
Livingston, MT· ~97 mi
Offices of Certified Public Accountants
- $407K
- SBA financing
- ≈ $798K–$1.3M
- Est. revenue (rough)
Adventure Accountants LLC
Sandpoint, ID· ~241 mi
Offices of Certified Public Accountants
- $258K
- SBA financing
- ≈ $505K–$842K
- Est. revenue (rough)
Brad Huber CPA PLLC
Polson, MT· ~123 mi
Offices of Certified Public Accountants
- $525K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Stolle Holding LLC
Missoula, MT· ~95 mi
Offices of Certified Public Accountants
- $607K
- SBA financing
- ≈ $1.2M–$2.0M
- Est. revenue (rough)
Michael Law
Bozeman, MT· ~81 mi
Offices of Certified Public Accountants
- $549K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Cook Advisors P.C. in Helena, MT (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 $250K
- On record FY2024
- 4 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: Helena, MT
- Lender: Glacier Bank
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 MT for ~$250k 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 Cook Advisors P.C. 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.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Cook Advisors P.C..