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SBA lending record

Valley Oak Properties, LLC

6011 Stadium Drive, Kalamazoo, MI 49009 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$671K

Total SBA financing

1

Loan on record

FY2020

On record

12

Jobs supported

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

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The loan

$671,000 — FY2020

Gross approval: $671,000
SBA guaranteed: $503,250 (75%)
Status: Current
Rate at approval: 4.75% f
Term: 300 mo (25 yr)
Program: 7a General
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/9/2020
First disbursement: 3/31/2020
Days to fund: 22 days
Collateral: Required
Jobs supported: 12
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Southern Michigan Bank & Trust
Address: 6011 Stadium Drive
City: Kalamazoo, 49009
County: Kalamazoo
SBA district office: MICHIGAN DISTRICT OFFICE
Congressional district: 6

The lender

Southern Michigan Bank & Trust

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 offices of certified public accountants — by location, industry.

SBA lenders in Michigan Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Michigan

Similar businesses

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

Valley Oak Financial, PLC

Kalamazoo, MI· ~0 mi

Offices of Certified Public Accountants

$444K
SBA financing: ≈ $871K–$1.5M
Est. revenue (rough)

COUNT SMB PLLC

Comstock Park, MI· ~53 mi

Offices of Certified Public Accountants

$635K
SBA financing: ≈ $1.2M–$2.1M
Est. revenue (rough)

Silver and Company CPAS and Advisors P.C.

South Bend, IN· ~51 mi

Offices of Certified Public Accountants

$645K
SBA financing: ≈ $1.3M–$2.1M
Est. revenue (rough)

Morgan & Associates, P.C.

Grand Rapids, MI· ~51 mi

Offices of Certified Public Accountants

$435K
SBA financing: ≈ $853K–$1.4M
Est. revenue (rough)

Nienhuis Financial Group, LLC

Grandville, MI· ~44 mi

Offices of Certified Public Accountants

$908K
SBA financing: ≈ $1.8M–$3.0M
Est. revenue (rough)

Morgan & Morgan CPAS, Professional Corporation

Grand Rapids, MI· ~51 mi

Offices of Certified Public Accountants

$401K
SBA financing: ≈ $786K–$1.3M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Valley Oak Properties, LLC in Kalamazoo, MI (Offices of Certified Public Accountants). 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 $671K
On record FY2020
12 jobs supported
Industry: Offices of Certified Public Accountants
Location: Kalamazoo, MI
Lender: Southern Michigan Bank & Trust

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in MI for ~$671k 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/valley-oak-properties-llc-mi
API:: https://www.capbench.com/api/public/businesses/valley-oak-properties-llc-mi
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 Valley Oak Properties, LLC your business?

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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 Valley Oak Properties, LLC.

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