SBA lending record
The Summit Group LLC
1240 B E Stringham Ave #1004, Salt Lake City, UT 84106 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$569K
Total SBA financing
1
Loan on record
FY2023
On record
11
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is The Summit Group 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
$569,400 — FY2023
- Gross approval
- $569,400
- SBA guaranteed
- $427,050 (75%)
- Status
- Current
- Rate at approval
- 9% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 12/5/2022
- First disbursement
- 12/12/2022
- Days to fund
- 7 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 11
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- Busey Bank
- Address
- 1240 B E Stringham Ave #1004
- City
- Salt Lake City, 84106
- County
- Salt Lake
- SBA district office
- BOISE DISTRICT OFFICE
- Congressional district
- 2
The lender
Find SBA lenders for businesses like this
The banks most active funding tax preparation services — by location, industry.
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.
Michael A. York & Associates, LLC
Salt Lake City, UT· ~0 mi
Tax Preparation Services
- $550K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
SM Professional Services, LLC
Taylorsville, UT· ~7 mi
Tax Preparation Services
- $562K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Smith Tax Advisors, LLC
Salt Lake City, UT· ~5 mi
Tax Preparation Services
- $352K
- SBA financing
- ≈ $690K–$1.2M
- Est. revenue (rough)
Ott & Associates, LLC
Salt Lake City, UT· ~2 mi
Tax Preparation Services
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
Tax Preparation Services, LLC
Salt Lake City, UT· ~2 mi
Tax Preparation Services
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Incite Agency LLC
Draper, UT· ~15 mi
Tax Preparation Services
- $1.0M
- SBA financing
- ≈ $2.0M–$3.4M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for The Summit Group LLC in Salt Lake City, UT (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 $569K
- On record FY2023
- 11 jobs supported
- Industry: Tax Preparation Services
- Location: Salt Lake City, UT
- Lender: Busey Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in UT for ~$569k 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 The Summit Group LLC.