SBA lending record
Overton & Associates LLC
7901 4TH ST N, Saint Petersburg, FL 33702 · Other Accounting Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$163K
Total SBA financing
2
Loans on record
FY2025
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Overton & Associates 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.
All 2 loans
$100,000 — FY2025
Loan 1 of 2- Gross approval
- $100,000
- SBA guaranteed
- $85,000 (85%)
- Status
- Current
- Rate at approval
- 12% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/15/2025
- First disbursement
- 5/30/2025
- Days to fund
- 15 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Other Accounting Services
- NAICS code
- 541219
- Lender
- Live Oak Banking Company
- Address
- 7901 4TH ST N
- City
- Saint Petersburg, 33702
- County
- Pinellas
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 13
$62,900 — FY2025
Loan 2 of 2- Gross approval
- $62,900
- SBA guaranteed
- $53,465 (85%)
- Status
- Current
- Rate at approval
- 12.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/12/2024
- First disbursement
- 12/17/2024
- Days to fund
- 5 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- BayFirst National Bank
- Address
- 7901 4TH ST N STE 4000
- City
- Saint Petersburg, 33702
- County
- Pinellas
- SBA district office
- SOUTH FLORIDA DISTRICT OFFICE
- Congressional district
- 13
The lenders
Live Oak Banking Company
1 loan to this businessFull SBA lending record + branches on the lender page →BayFirst National Bank
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.
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.
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- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Overton & Associates LLC in Saint Petersburg, FL (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.
- 2 SBA 7(a) loans totaling $163K
- On record FY2025
- 2 jobs supported
- Industry: Other Accounting Services
- Location: Saint Petersburg, FL
- Lenders: Live Oak Banking Company, BayFirst National Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Other Accounting Services businesses in FL for ~$81k 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 Overton & Associates LLC.