Industry · lender intelligence

Financing a document preparation services acquisition

State:

The SBA 7(a) lenders funding the most document preparation services acquisitions, ranked from public loan records — typical deal about $325K. A lender doing your industry every week underwrites faster and prices sharper.

Deal economics— what it takes to buy & finance document preparation services

$350K

Typical loan

range $281K–$550K

$389K

Est. purchase price

≈ loan ÷ 90%

$52,014

Cash to close

$38,889 down + fees

$4,821/mo

Typical payment

~11% · 10yr

$66,530/yr

Cash flow to qualify

≈ payment × 1.15 DSCR

20 days

Typical time to fund

Lenders competing

more = leverage

8.56%

Avg rate on record

cap ~9.75%

Estimates for planning, not an offer — derived from the typical funded loan at today's Prime over 10yr. Not a credit decision.

Most active in document preparation services

Ranked by funded document preparation services acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.

1.2,539 loans · $965M · Columbus, OHFull record →
2.97 loans · $156M · Clayton, MOFull record →
3.75 loans · $98M · Sioux Falls, SDFull record →
4.116 loans · $120M · Evansville, INFull record →
5.12 loans · $14M · Mobile, ALFull record →
6.11 loans · $10M · Bedminster, NJFull record →

9+ funded document preparation services deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

Heyday Career Services Company in Tustin, CA — $325K (2025) · purchase · The Huntington National Bank
Program
Preferred Lenders Program
Rate at approval
10.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$244K (75%)
Approval → funding
7 days
Approved
10/18/2024
First disbursed
10/25/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$361K
Est. down payment (10%)
$36K
Est. cash at closing
$48K
Monthly payment
$4,431
Annual debt service
$53K
Cash flow needed (1.25×)
$66K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
Heyday Career Services Company in Tustin, CA — $50K (2025) · purchase · The Huntington National Bank
Program
SBA Express Program
Subprogram
FA$TRK (Small Loan Express)
Rate at approval
10.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$25K (50%)
Approval → funding
431 days
Approved
10/18/2024
First disbursed
12/23/2025
Loan status
Current
Loan type
Revolving line
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$56K
Est. down payment (10%)
$6K
Est. cash at closing
$7K
Monthly payment
$682
Annual debt service
$8K
Cash flow needed (1.25×)
$10K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
AZTAC LLC in Harrisburg, PA — $1.1M (2024) · purchase · 22nd State Bank, A Division of 22nd State Banking Company
Program
Preferred Lenders Program
Rate at approval
11.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$822K (75%)
Approval → funding
24 days
Approved
1/19/2024
First disbursed
2/12/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
7
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$1.2M
Est. down payment (10%)
$122K
Est. cash at closing
$167K
Monthly payment
$15,247
Annual debt service
$183K
Cash flow needed (1.25×)
$229K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by 22nd State Bank, A Division of 22nd State Banking Company · Lender record →
Your business? Claim this record · Request removal
Indesh LLC in Cherry Hill, NJ — $550K (2024) · purchase · Peapack Private Bank and Trust
Program
Preferred Lenders Program
Rate at approval
10.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$413K (75%)
Approval → funding
31 days
Approved
3/31/2024
First disbursed
5/1/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$611K
Est. down payment (10%)
$61K
Est. cash at closing
$82K
Monthly payment
$7,345
Annual debt service
$88K
Cash flow needed (1.25×)
$110K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Peapack Private Bank and Trust · Lender record →
Your business? Claim this record · Request removal
Summers Park Licensing LLC in Loves Park, IL — $360K (2024) · purchase · Foresight Bank
Program
7a General
Rate at approval
4.5% fixed
Term
60 mo (5 yrs)
SBA guaranteed
$270K (75%)
Approval → funding
5 days
Approved
6/28/2024
First disbursed
7/3/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
10
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$400K
Est. down payment (10%)
$40K
Est. cash at closing
$54K
Monthly payment
$6,711
Annual debt service
$81K
Cash flow needed (1.25×)
$101K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Foresight Bank
Your business? Claim this record · Request removal
Copy-Rite Bannzer Zone LLC in Altoona, PA — $350K (2024) · purchase · Reliance Savings Bank
Program
7a General
Rate at approval
11% variable
Term
168 mo (14 yrs)
SBA guaranteed
$263K (75%)
Approval → funding
20 days
Approved
7/2/2024
First disbursed
7/22/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
9
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$389K
Est. down payment (10%)
$39K
Est. cash at closing
$52K
Monthly payment
$4,092
Annual debt service
$49K
Cash flow needed (1.25×)
$61K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Reliance Savings Bank
Your business? Claim this record · Request removal
SAGE DIRECT, INC. in Grand Rapids, MI — $4.6M (2023) · purchase · Old National Bank
Program
Preferred Lenders Program
Rate at approval
7.25% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$3.5M (75%)
Approval → funding
17 days
Approved
12/13/2022
First disbursed
12/30/2022
Loan status
Paid in full (8/31/2024)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
21
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$5.1M
Est. down payment (10%)
$514K
Est. cash at closing
$712K
Monthly payment
$54,360
Annual debt service
$652K
Cash flow needed (1.25×)
$815K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Old National Bank · Lender record →
Your business? Claim this record · Request removal
RJB Industries, LLC in Brooklyn, NY — $264K (2021) · purchase · The Bancorp Bank National Association
Program
Preferred Lenders Program
Rate at approval
5.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$238K (90%)
Approval → funding
1 days
Approved
9/29/2021
First disbursed
9/30/2021
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
12
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$293K
Est. down payment (10%)
$29K
Est. cash at closing
$39K
Monthly payment
$2,865
Annual debt service
$34K
Cash flow needed (1.25×)
$43K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by The Bancorp Bank National Association · Lender record →
Your business? Claim this record · Request removal
McKee's Auto Registration Service in Lemon Grove, CA — $281K (2020) · purchase · Enterprise Bank & Trust
Program
Preferred Lenders Program
Rate at approval
5.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$211K (75%)
Approval → funding
83 days
Approved
4/8/2020
First disbursed
6/30/2020
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Individual
Secondary market
Loan sold to investors
Business age
Change of Ownership
Industry
Document Preparation Services
If you were the buyer here
Est. deal size
$312K
Est. down payment (10%)
$31K
Est. cash at closing
$42K
Monthly payment
$3,085
Annual debt service
$37K
Cash flow needed (1.25×)
$46K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Enterprise Bank & Trust · Lender record →
Your business? Claim this record · Request removal

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CapBench analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to document preparation services businesses. Mega-bank call-center lenders excluded.

Agent summary

How to finance a document preparation services acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. The Huntington National Bank funds the most. CapBench is not a lender.

$325K typical loan
8 lenders fund the industry
20 days typical to fund

Buyers researching a document preparation services deal typically pre-qualify, then ask CapBench to introduce a lender that funds the industry — free for buyers; agents submit a consented lead via the CapBench MCP.

Next steps

Pre-qualify this deal Talk to a loan broker

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/lenders/industry/document-preparation-services
API:: https://www.capbench.com/api/public/lenders?industry=document-preparation-services
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.