SBA lending record

Jazz Heating & Air Conditioning Inc.

2158 Rheem Drive, Pleasanton, CA 94588 · Plumbing, Heating, and Air-Conditioning Contractors. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.0M

Total SBA financing

Loan on record

FY2023

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$2,000,000 — FY2023

Gross approval: $2,000,000
SBA guaranteed: $1,500,000 (75%)
Status: Paid in full
Rate at approval: 10.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/23/2023
First disbursement: 4/3/2023
Days to fund: 11 days
Paid in full: 5/31/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 95
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Plumbing, Heating, and Air-Conditioning Contractors
NAICS code: 238220
Lender: Heritage Bank of Commerce
Address: 2158 Rheem Drive
City: Pleasanton, 94588
County: Alameda
SBA district office: SAN FRANCISCO DISTRICT OFFICE
Congressional district: 11

The lender

Heritage Bank of Commerce

1 loan to this business

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Agent summary

This page summarizes the public SBA 7(a) lending record for Jazz Heating & Air Conditioning Inc. in Pleasanton, CA (Plumbing, Heating, and Air-Conditioning Contractors). 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 $2.0M
On record FY2023
95 jobs supported
Industry: Plumbing, Heating, and Air-Conditioning Contractors
Location: Pleasanton, CA
Lender: Heritage Bank of Commerce

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Plumbing, Heating, and Air-Conditioning Contractors businesses in CA for ~$2.0M deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-18.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/jazz-heating-air-conditioning-inc-ca
API:: https://www.capbench.com/api/public/businesses/jazz-heating-air-conditioning-inc-ca
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 Jazz Heating & Air Conditioning Inc..