SBA lending record

Jerome I. Wright & Associates, Inc.

6677 N LINCOLN AVE, Lincolnwood, IL 60712 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$847K

Total SBA financing

Loans on record

FY2023–24

On record

Jobs supported

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

Is Jerome I. Wright & Associates, Inc. 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.

Claim this listing Remove

All 3 loans

$397,000 — FY2024

Loan 1 of 3

Gross approval: $397,000
SBA guaranteed: $297,750 (75%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/5/2024
First disbursement: 9/13/2024
Days to fund: 8 days
Collateral: None
Sold on secondary market: Yes
Jobs supported: 9
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services
NAICS code: 541213
Lender: VelocitySBA, LLC
Address: 6677 North Lincoln Ste #410
City: Lincolnwood, 60712
County: Cook
SBA district office: ILLINOIS DISTRICT OFFICE
Congressional district: 9

$150,000 — FY2024

Loan 2 of 3

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/16/2023
First disbursement: 12/21/2023
Days to fund: 5 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 10
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Other Accounting Services
NAICS code: 541219
Lender: BayFirst National Bank
Address: 6677 N LINCOLN AVE
City: Lincolnwood, 60712
County: Cook
SBA district office: ILLINOIS DISTRICT OFFICE
Congressional district: 9

$300,000 — FY2023

Loan 3 of 3

Gross approval: $300,000
SBA guaranteed: $225,000 (75%)
Status: Current
Rate at approval: 9% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/8/2022
First disbursement: 11/15/2022
Days to fund: 7 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 9
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Other Accounting Services
NAICS code: 541219
Lender: BayFirst National Bank
Address: 6677 N LINCOLN AVE
City: Lincolnwood, 60712
County: Cook
SBA district office: ILLINOIS DISTRICT OFFICE
Congressional district: 9

The lenders

BayFirst National Bank

2 loans to this businessFull SBA lending record + branches on the lender page →

VelocitySBA, LLC

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 other accounting services — by location, industry.

SBA lenders in Illinois Lenders for other accounting services Other Accounting Services lenders in Illinois

Similar businesses

Comparable other accounting services in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Trader Tax, LLC

Chicago, IL· ~5 mi

Other Accounting Services

$1.2M
SBA financing: ≈ $2.3M–$3.8M
Est. revenue (rough)

View record

Lex & JJ Properties LLC

Palatine, IL· ~17 mi

Other Accounting Services

$495K
SBA financing: ≈ $971K–$1.6M
Est. revenue (rough)

View record

GMS & Associates, Inc.

Oak Park, IL· ~10 mi

Other Accounting Services

$358K
SBA financing: ≈ $702K–$1.2M
Est. revenue (rough)

View record

R&S Accounting & Consulting Ltd

Deerfield, IL· ~13 mi

Other Accounting Services

$2.0M
SBA financing: ≈ $4.0M–$6.6M
Est. revenue (rough)

View record

The Accountants Group Corporation

Buffalo Grove, IL· ~18 mi

Other Accounting Services

$1.8M
SBA financing: ≈ $3.6M–$6.0M
Est. revenue (rough)

View record

Blackwell CPA Services LLC

Crystal Lake, IL· ~35 mi

Other Accounting Services

$770K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for Jerome I. Wright & Associates, Inc. in Lincolnwood, IL (Other Accounting Services). 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.

3 SBA 7(a) loans totaling $847K
On record FY2023–24
28 jobs supported
Industry: Other Accounting Services
Location: Lincolnwood, IL
Lenders: BayFirst National Bank, VelocitySBA, LLC

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Other Accounting Services businesses in IL for ~$282k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal Talk to a loan broker Find SBA lenders Compare similar deals

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.
Canonical:: https://www.capbench.com/businesses/jerome-i-wright-associates-inc-il
API:: https://www.capbench.com/api/public/businesses/jerome-i-wright-associates-inc-il
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 Jerome I. Wright & Associates, Inc. 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.

Claim this listing

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.

By submitting, I agree that CapBench may share my contact information with SBA lending partners and loan brokers (including partners who compensate CapBench), and that they and CapBench may contact me about financing by phone, email, and text — including via autodialed or prerecorded calls and messages — at the phone number and email I provide. Consent is not a condition of any purchase or service, and message and data rates may apply. CapBench is not a lender and makes no credit decision.

CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Jerome I. Wright & Associates, Inc..