SBA lending record

Quest Group Operations LLC

18506 WOODSFIELD RD, Caldwell, OH 43724 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$735K

Total SBA financing

Loan on record

FY2023

On record

Jobs supported

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

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The loan

$735,000 — FY2023

Gross approval: $735,000
SBA guaranteed: $551,250 (75%)
Status: In liquidation
Rate at approval: 10% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 4/25/2023
First disbursement: 5/4/2023
Days to fund: 9 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 6
Business type: Corporation
Business age: Change of Ownership
Industry: Tax Preparation Services
NAICS code: 541213
Lender: Live Oak Banking Company
Address: 18506 WOODSFIELD RD
City: Caldwell, 43724
County: Noble
SBA district office: COLUMBUS DISTRICT OFFICE
Congressional district: 6

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 tax preparation services — by location, industry.

SBA lenders in Ohio Lenders for tax preparation services Tax Preparation Services lenders in Ohio

Similar businesses

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

JSL Accounting and Tax LLC

North Canton, OH· ~77 mi

Tax Preparation Services

$610K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

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CRESTWOOD TAX & ADVISORY LLC

Newark, OH· ~54 mi

Tax Preparation Services

$1.4M
SBA financing: ≈ $2.7M–$4.4M
Est. revenue (rough)

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Benjamin Mcpherson CPA LLC

Butler, PA· ~115 mi

Tax Preparation Services

$773K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

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W2 Wealth LLC

Avon, OH· ~120 mi

Tax Preparation Services

$650K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

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SERENITY NOW ACCOUNTING LLC

Cincinnati, OH· ~160 mi

Tax Preparation Services

$800K
SBA financing: ≈ $1.6M–$2.6M
Est. revenue (rough)

View record

Godsend Capital Partners, LLC

Columbus, OH· ~85 mi

Tax Preparation Services

$390K
SBA financing: ≈ $765K–$1.3M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for Quest Group Operations LLC in Caldwell, OH (Tax Preparation 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 $735K
On record FY2023
6 jobs supported
Industry: Tax Preparation Services
Location: Caldwell, OH
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in OH for ~$735k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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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/quest-group-operations-llc-oh
API:: https://www.capbench.com/api/public/businesses/quest-group-operations-llc-oh
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 Quest Group Operations LLC.