SBA lending record
Lerner Financial LLC
15505 WALDRON WAY, Big Rapids, MI 49307 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$5.0M
Total SBA financing
1
Loan on record
FY2021
On record
—
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Lerner Financial LLC 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
$5,000,000 — FY2021
- Gross approval
- $5,000,000
- SBA guaranteed
- $3,750,000 (75%)
- Status
- Current
- Rate at approval
- 4.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/8/2020
- First disbursement
- 12/16/2020
- Days to fund
- 8 days
- Collateral
- Required
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Investment Advice
- NAICS code
- 523930
- Lender
- Live Oak Banking Company
- Address
- 15505 WALDRON WAY
- City
- Big Rapids, 49307
- County
- Mecosta
- SBA district office
- MICHIGAN DISTRICT OFFICE
- Congressional district
- 2
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 investment advice — by location, industry.
Similar businesses
Comparable investment advice in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
StraightLine Group LLC
Troy, MI· ~143 mi
Investment Advice
- $4.8M
- SBA financing
- ≈ $9.3M–$16M
- Est. revenue (rough)
MICHAEL FOGUTH FINANCIAL GROUP INC
Brighton, MI· ~119 mi
Investment Advice
- $2.3M
- SBA financing
- ≈ $4.4M–$7.4M
- Est. revenue (rough)
Schelitzche Group, Inc.
Maple Grove, MN· ~403 mi
Investment Advice
- $2.8M
- SBA financing
- ≈ $5.4M–$9.0M
- Est. revenue (rough)
Alpha Capital Dallas, LLC
Naperville, IL· ~190 mi
Investment Advice
- $1.7M
- SBA financing
- ≈ $3.3M–$5.5M
- Est. revenue (rough)
Ferhadson & Associates
Troy, MI· ~142 mi
Ameriprise Financial
- $1.6M
- SBA financing
- ≈ $3.1M–$5.2M
- Est. revenue (rough)
FIDUCIARY SERVICES LLC
Pocatello, ID· ~1350 mi
Investment Advice
- $3.0M
- SBA financing
- ≈ $5.9M–$9.9M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Lerner Financial LLC in Big Rapids, MI (Investment Advice). 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 $5.0M
- On record FY2021
- Industry: Investment Advice
- Location: Big Rapids, MI
- Lender: Live Oak Banking Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in MI for ~$5.0M 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 Lerner Financial LLC 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 Lerner Financial LLC.