SBA lending record

W2 Wealth LLC

36313 Ravinia Lane, Avon, OH 44011 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$650K

Total SBA financing

Loans on record

FY2020–25

On record

Jobs supported

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

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All 4 loans

$200,000 — FY2025

Loan 1 of 4

Gross approval: $200,000
SBA guaranteed: $100,000 (50%)
Status: Cancelled
Rate at approval: 8.75% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/10/2024
Collateral: None
Jobs supported: 13
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services
NAICS code: 541213
Lender: First Federal Savings and Loan Association of Lakewood
Address: 36313 Ravinia Lane
City: Avon, 44011
County: Lorain
SBA district office: CLEVELAND DISTRICT OFFICE
Congressional district: 7

$200,000 — FY2025

Loan 2 of 4

Gross approval: $200,000
SBA guaranteed: $100,000 (50%)
Status: Current
Rate at approval: 8.75% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/20/2024
First disbursement: 12/23/2024
Days to fund: 3 days
Collateral: Required
Jobs supported: 8
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services
NAICS code: 541213
Lender: First Federal Savings and Loan Association of Lakewood
Address: 36313 Ravinia Ln
City: Avon, 44011
County: Lorain
SBA district office: CLEVELAND DISTRICT OFFICE
Congressional district: 7

$100,000 — FY2024

Loan 3 of 4

Gross approval: $100,000
SBA guaranteed: $50,000 (50%)
Status: Paid in full
Rate at approval: 9.5% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/13/2023
First disbursement: 11/1/2023
Days to fund: 19 days
Paid in full: 12/31/2024
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services
NAICS code: 541213
Lender: First Federal Savings and Loan Association of Lakewood
Address: 5333 Meadow Lane Cr.
City: Sheffeld Village, 44035
County: Lorain
SBA district office: CLEVELAND DISTRICT OFFICE
Congressional district: 4

$150,000 — FY2020

Loan 4 of 4

Gross approval: $150,000
SBA guaranteed: $75,000 (50%)
Status: Current
Rate at approval: 4% f
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 5/18/2020
First disbursement: 8/31/2020
Days to fund: 105 days
Collateral: None
Jobs supported: 13
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services
NAICS code: 541213
Lender: First Federal Savings and Loan Association of Lakewood
Address: 36313 Ravinia Lane
City: Avon, 44011
County: Lorain
SBA district office: CLEVELAND DISTRICT OFFICE
Congressional district: 7

The lender

First Federal Savings and Loan Association of Lakewood

4 loans to this businessFull SBA lending record + branches on the lender page →

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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.

Apex Tax and Advisory LLC

North Olmsted, OH· ~4 mi

Tax Preparation Services

$1.3M
SBA financing: ≈ $2.6M–$4.3M
Est. revenue (rough)

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JSL Accounting and Tax LLC

North Canton, OH· ~50 mi

Tax Preparation Services

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

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KRISTI M. CLINE, CPA, INC.

Westlake, OH· ~6 mi

Tax Preparation Services

$45K
SBA financing: ≈ $88K–$147K
Est. revenue (rough)

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Benjamin Mcpherson CPA LLC

Butler, PA· ~113 mi

Tax Preparation Services

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

View record

BUTCH, MEDIATE & COMPANY

Bay Village, OH· ~5 mi

Tax Preparation Services

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

View record

M.A. Pawlowski Accounting Group LLC

Rocky River, OH· ~8 mi

Tax Preparation Services

$70K
SBA financing: ≈ $137K–$229K
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for W2 Wealth LLC in Avon, 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.

4 SBA 7(a) loans totaling $650K
On record FY2020–25
35 jobs supported
Industry: Tax Preparation Services
Location: Avon, OH
Lender: First Federal Savings and Loan Association of Lakewood

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 ~$163k 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/w2-wealth-llc-oh
API:: https://www.capbench.com/api/public/businesses/w2-wealth-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 W2 Wealth LLC.