SBA lending record
Lineage Management, LLC
41707 Winchester Road, Unit 105, Temecula, CA 92590 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$465K
Total SBA financing
1
Loan on record
FY2025
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$465,000 — FY2025
- Gross approval
- $465,000
- SBA guaranteed
- $348,750 (75%)
- Status
- Current
- Rate at approval
- 6.85% f
- Term
- 300 mo (25 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/10/2025
- First disbursement
- 4/1/2025
- Days to fund
- 22 days
- Collateral
- Required
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Other Accounting Services
- NAICS code
- 541219
- Lender
- East West Bank
- Address
- 41707 Winchester Road, Unit 105
- City
- Temecula, 92590
- County
- Riverside
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 42
The lender
Find SBA lenders for businesses like this
The banks most active funding other accounting services — by location, industry.
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.
FULL CIRCLE RESOLUTIONS INC
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Calstates Financial Group
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Big Picture Results, Inc.
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- Est. revenue (rough)
Cloud-CPA
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Agent summary
This page summarizes the public SBA 7(a) lending record for Lineage Management, LLC in Temecula, CA (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.
- 1 SBA 7(a) loan totaling $465K
- On record FY2025
- 2 jobs supported
- Industry: Other Accounting Services
- Location: Temecula, CA
- Lender: East West Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Other Accounting Services businesses in CA for ~$465k 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.
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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 Lineage Management, LLC.