SBA lending record
Kee & Associates LLP
967 RESERVE DR, Roseville, CA 95678 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.2M
Total SBA financing
1
Loan on record
FY2021
On record
13
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Kee & Associates LLP 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
$1,200,000 — FY2021
- Gross approval
- $1,200,000
- SBA guaranteed
- $1,080,000 (90%)
- Status
- Cancelled
- Rate at approval
- 5.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 7/29/2021
- Collateral
- Required
- Jobs supported
- 13
- Business type
- Partnership
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Lender
- Summit State Bank
- Address
- 967 RESERVE DR
- City
- Roseville, 95678
- County
- Placer
- SBA district office
- SACRAMENTO DISTRICT OFFICE
- Congressional district
- 4
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.
Manosh Singh, CPA Inc.
Citrus Heights, CA· ~7 mi
Offices of Certified Public Accountants
- $800K
- SBA financing
- ≈ $1.6M–$2.6M
- Est. revenue (rough)
Carothers & Associates Inc
Roseville, CA· ~3 mi
Offices of Certified Public Accountants
- $580K
- SBA financing
- ≈ $1.1M–$1.9M
- Est. revenue (rough)
ATLAS ACCOUNTING PC
Elk Grove, CA· ~25 mi
Offices of Certified Public Accountants
- $497K
- SBA financing
- ≈ $975K–$1.6M
- Est. revenue (rough)
Pinnacle Accounting & Financial Services
Sacramento, CA· ~16 mi
Offices of Certified Public Accountants
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
HYLAND ACCOUNTANCY CORPORATION
Roseville, CA· ~2 mi
Offices of Certified Public Accountants
- $15K
- SBA financing
- ≈ $29K–$49K
- Est. revenue (rough)
MSA Corporate Strategies, LLC
Roseville, CA· ~3 mi
Offices of Certified Public Accountants
- $70K
- SBA financing
- ≈ $137K–$229K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Kee & Associates LLP in Roseville, 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 $1.2M
- On record FY2021
- 13 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: Roseville, CA
- Lender: Summit State 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 CA for ~$1.2M 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 Kee & 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 Kee & Associates LLP.