Business Services · lender intelligence

Financing a professional and management development training acquisition

State:

The SBA 7(a) lenders funding the most professional and management development training acquisitions, ranked from public loan records — typical deal about $411K. A lender doing your industry every week underwrites faster and prices sharper.

Deal economics— what it takes to buy & finance professional and management development training

$1.12M

Typical loan

range $576K–$2.60M

$1.25M

Est. purchase price

≈ loan ÷ 90%

$170,843

Cash to close

$124,589 down + fees

$14,509/mo

Typical payment

~9.5% · 10yr

$200,224/yr

Cash flow to qualify

≈ payment × 1.15 DSCR

13 days

Typical time to fund

Lenders competing

more = leverage

8.76%

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 professional and management development training

Ranked by funded professional and management development training 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 →
2.1,296 loans · $1.4B · Wilmington, NCFull record →
3.36 loans · $35M · Memphis, TNFull record →
4.57 loans · $74M · Winston-Salem, NCFull record →
5.26 loans · $31M · Baton Rouge, LAFull record →
6.4 loans · $0M · Warsaw, INFull record →
7.1,927 loans · $207M · Buffalo, NYFull record →
8.1 loans · $1M · Lincoln, NEFull record →
9.12 loans · $5M · Durham, NCFull record →
10.149 loans · $135M · Mukwonago, WIFull record →
11.78 loans · $79M · New Orleans, LAFull record →
12.168 loans · $205M · Fishers, INFull record →
13.284 loans · $254M · Cincinnati, OHFull record →
14.138 loans · $276M · Sioux Falls, SDFull record →

21+ funded professional and management development training 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.

Prosperity Launch, LLC in Helena, MT — $4.8M (2026) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
7.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$3.6M (75%)
Approval → funding
17 days
Approved
1/9/2026
First disbursed
1/26/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
8
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$5.3M
Est. down payment (10%)
$528K
Est. cash at closing
$730K
Monthly payment
$57,005
Annual debt service
$684K
Cash flow needed (1.25×)
$855K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Summit Point Leadership LLC in Houston, TX — $2.6M (2026) · purchase · Fifth Third Bank
Program
Preferred Lenders Program
Rate at approval
7% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.9M (75%)
Approval → funding
13 days
Approved
12/10/2025
First disbursed
12/23/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
1
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$2.9M
Est. down payment (10%)
$288K
Est. cash at closing
$398K
Monthly payment
$30,132
Annual debt service
$362K
Cash flow needed (1.25×)
$452K
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 Fifth Third Bank · Lender record →
Your business? Claim this record · Request removal
Ebony Smith & Associates, Inc. in Miami, FL — $1.9M (2026) · purchase · Truliant FCU
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.4M (75%)
Approved
3/25/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
9
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$2.1M
Est. down payment (10%)
$206K
Est. cash at closing
$283K
Monthly payment
$23,724
Annual debt service
$285K
Cash flow needed (1.25×)
$356K
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 Truliant FCU · Lender record →
Your business? Claim this record · Request removal
The Stay at Home Bookkeeper Academy Inc. in Leander, TX — $1.1M (2026) · purchase · Pathward National Association
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$841K (75%)
Approval → funding
22 days
Approved
1/29/2026
First disbursed
2/20/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
16
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$1.2M
Est. down payment (10%)
$125K
Est. cash at closing
$171K
Monthly payment
$14,204
Annual debt service
$170K
Cash flow needed (1.25×)
$213K
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 Pathward National Association · Lender record →
Your business? Claim this record · Request removal
CREATIVE THERAPY CONSULTANTS LLC in Las Vegas, NV — $1.0M (2026) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$761K (75%)
Approval → funding
14 days
Approved
11/17/2025
First disbursed
12/1/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
1
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$1.1M
Est. down payment (10%)
$113K
Est. cash at closing
$155K
Monthly payment
$12,858
Annual debt service
$154K
Cash flow needed (1.25×)
$193K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
FlipSisters in Phoenix, AZ — $4.1M (2025) · purchase · First Internet Bank of Indiana
Program
Preferred Lenders Program
Rate at approval
10.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$3.1M (75%)
Approval → funding
18 days
Approved
1/31/2025
First disbursed
2/18/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
13
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$4.6M
Est. down payment (10%)
$460K
Est. cash at closing
$636K
Monthly payment
$55,272
Annual debt service
$663K
Cash flow needed (1.25×)
$829K
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 First Internet Bank of Indiana · Lender record →
Your business? Claim this record · Request removal
Acquisition Lab Ops LLC in Claymont, DE — $2.7M (2025) · purchase · Truliant FCU
Program
Preferred Lenders Program
Rate at approval
10% variable
Term
120 mo (10 yrs)
SBA guaranteed
$2.0M (75%)
Approval → funding
2 days
Approved
9/3/2025
First disbursed
9/5/2025
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
Professional and Management Development Training
If you were the buyer here
Est. deal size
$3.0M
Est. down payment (10%)
$299K
Est. cash at closing
$413K
Monthly payment
$35,562
Annual debt service
$427K
Cash flow needed (1.25×)
$533K
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 Truliant FCU · Lender record →
Your business? Claim this record · Request removal
Reality Based Leadership LLC in Mckinney, TX — $2.6M (2025) · purchase · First Horizon Bank
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$2.0M (75%)
Approval → funding
68 days
Approved
9/18/2025
First disbursed
11/25/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
12
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$2.9M
Est. down payment (10%)
$289K
Est. cash at closing
$399K
Monthly payment
$32,995
Annual debt service
$396K
Cash flow needed (1.25×)
$495K
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 First Horizon Bank · Lender record →
Your business? Claim this record · Request removal
The Fundraising Forum Group, LLC in Memphis, TN — $1.4M (2025) · purchase · Pinnacle Bank
Program
Preferred Lenders Program
Rate at approval
9.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.0M (75%)
Approval → funding
16 days
Approved
8/6/2025
First disbursed
8/22/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
3
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$1.5M
Est. down payment (10%)
$153K
Est. cash at closing
$210K
Monthly payment
$18,053
Annual debt service
$217K
Cash flow needed (1.25×)
$271K
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 Pinnacle Bank · Lender record →
Your business? Claim this record · Request removal
Infinite Edge Learning LLC in Ravenna, OH — $815K (2025) · purchase · The Huntington National Bank
Program
Preferred Lenders Program
Rate at approval
10% variable
Term
120 mo (10 yrs)
SBA guaranteed
$611K (75%)
Approval → funding
7 days
Approved
1/10/2025
First disbursed
1/17/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
4
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$906K
Est. down payment (10%)
$91K
Est. cash at closing
$124K
Monthly payment
$10,770
Annual debt service
$129K
Cash flow needed (1.25×)
$162K
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
Tools 2 Succeed in Westlake Village, CA — $576K (2025) · purchase · Gulf Coast Bank and Trust Company
Program
Preferred Lenders Program
Rate at approval
10.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$432K (75%)
Approval → funding
5 days
Approved
12/5/2024
First disbursed
12/10/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
5
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$640K
Est. down payment (10%)
$64K
Est. cash at closing
$86K
Monthly payment
$7,771
Annual debt service
$93K
Cash flow needed (1.25×)
$117K
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 Gulf Coast Bank and Trust Company · Lender record →
Your business? Claim this record · Request removal
Otera Group Inc in Columbus, OH — $326K (2025) · purchase · Citizens Bank
Program
Preferred Lenders Program
Rate at approval
10.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$245K (75%)
Approval → funding
11 days
Approved
9/22/2025
First disbursed
10/3/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$362K
Est. down payment (10%)
$36K
Est. cash at closing
$48K
Monthly payment
$4,353
Annual debt service
$52K
Cash flow needed (1.25×)
$65K
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 Citizens Bank · Lender record →
Your business? Claim this record · Request removal
Thrrive LLC in Altoona, PA — $236K (2025) · purchase · Mechanics and Farmers Bank
Program
Preferred Lenders Program
Rate at approval
10.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$177K (75%)
Approved
8/22/2025
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
6
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$263K
Est. down payment (10%)
$26K
Est. cash at closing
$35K
Monthly payment
$3,189
Annual debt service
$38K
Cash flow needed (1.25×)
$48K
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 Mechanics and Farmers Bank · Lender record →
Your business? Claim this record · Request removal
Infinite Edge Learning LLC in Ravenna, OH — $50K (2025) · purchase · The Huntington National Bank
Program
SBA Express Program
Subprogram
FA$TRK (Small Loan Express)
Rate at approval
10% variable
Term
120 mo (10 yrs)
SBA guaranteed
$25K (50%)
Approved
1/10/2025
Loan status
Committed
Loan type
Revolving line
Collateral
Required
Business type
Corporation
Jobs supported
4
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$56K
Est. down payment (10%)
$6K
Est. cash at closing
$7K
Monthly payment
$661
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
The Leader's Edge LLC in Bala Cynwyd, PA — $1.6M (2024) · purchase · Manufacturers and Traders Trust Company
Program
Preferred Lenders Program
Rate at approval
10.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.2M (75%)
Approval → funding
5 days
Approved
12/16/2023
First disbursed
12/21/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Partnership
Jobs supported
9
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$1.8M
Est. down payment (10%)
$183K
Est. cash at closing
$252K
Monthly payment
$22,496
Annual debt service
$270K
Cash flow needed (1.25×)
$337K
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 Manufacturers and Traders Trust Company · Lender record →
Your business? Claim this record · Request removal
Mastery LLC in Indianapolis, IN — $821K (2024) · purchase · Lake City Bank
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$616K (75%)
Approval → funding
6 days
Approved
10/10/2023
First disbursed
10/16/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
2
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$912K
Est. down payment (10%)
$91K
Est. cash at closing
$125K
Monthly payment
$10,624
Annual debt service
$127K
Cash flow needed (1.25×)
$159K
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 Lake City Bank · Lender record →
Your business? Claim this record · Request removal
Master of Project Academy in Washington, DC — $3.9M (2021) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
5.75% variable
Term
215 months
SBA guaranteed
$3.5M (90%)
Approval → funding
13 days
Approved
4/15/2021
First disbursed
4/28/2021
Loan status
In liquidation
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
20
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$4.4M
Est. down payment (10%)
$437K
Est. cash at closing
$604K
Monthly payment
$29,361
Annual debt service
$352K
Cash flow needed (1.25×)
$440K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
River Birch Properties, LLC in St Charles, IL — $528K (2021) · purchase · The Huntington National Bank
Program
Preferred Lenders Program
Rate at approval
6% variable
Term
216 mo (18 yrs)
SBA guaranteed
$396K (75%)
Approval → funding
3 days
Approved
12/7/2020
First disbursed
12/10/2020
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
20
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$586K
Est. down payment (10%)
$59K
Est. cash at closing
$78K
Monthly payment
$3,999
Annual debt service
$48K
Cash flow needed (1.25×)
$60K
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
Optical Training Institute, LLC in Dallas, TX — $1.4M (2020) · purchase · b1BANK
Program
Preferred Lenders Program
Rate at approval
7% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.1M (75%)
Approval → funding
22 days
Approved
10/9/2019
First disbursed
10/31/2019
Loan status
Paid in full (4/30/2024)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
2
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$1.6M
Est. down payment (10%)
$156K
Est. cash at closing
$214K
Monthly payment
$16,313
Annual debt service
$196K
Cash flow needed (1.25×)
$245K
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 b1BANK · Lender record →
Your business? Claim this record · Request removal
AEP Connections LLC in Glenwood, MN — $663K (2020) · purchase · Wells Fargo Bank National Association
Program
Preferred Lenders Program
Rate at approval
5.2% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$497K (75%)
Approval → funding
54 days
Approved
4/7/2020
First disbursed
5/31/2020
Loan status
Paid in full (4/30/2022)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
1
Business age
Change of Ownership
Industry
Professional and Management Development Training
If you were the buyer here
Est. deal size
$737K
Est. down payment (10%)
$74K
Est. cash at closing
$99K
Monthly payment
$7,097
Annual debt service
$85K
Cash flow needed (1.25×)
$106K
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 Wells Fargo Bank National Association · 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 professional and management development training businesses. Mega-bank call-center lenders excluded.

Agent summary

How to finance a professional and management development training 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.

$411K typical loan
15 lenders fund the industry
13 days typical to fund

Buyers researching a professional and management development training 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/professional-and-management-development-training
API:: https://www.capbench.com/api/public/lenders?industry=professional-and-management-development-training
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.