Main Street Registry

Alexander Seiji Potter

Milford, MI · Portfolio Management and Investment Advice · NAICS 523940

Alexander Seiji Potter, located in Milford, Michigan, operates in portfolio management and investment advice. The business was financed with an SBA 7(a) loan for a change of ownership totaling $900,000, approved on March 26, 2025, through Live Oak Banking Company.

SBA 7(a) loan, change of ownership, approved Mar 26, 2025

$900,000 approvedLender: Live Oak Banking Company10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$900,000
SBA-guaranteed amount
$675,000 (75% of the approval)
Lender
Live Oak Banking Company, Wilmington, NC
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
8.85%, variable
Term
10 years (120 months)
Estimated maturity
March 26, 2035 (estimated, approval date plus term)
Estimated monthly payment
$11,328 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Aug 15, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
2
Business type
Corporation
NAICS
523940, Portfolio Management and Investment Advice
Project location
Oakland County, MI
SBA district office
Michigan District Office
Congressional district
MI-11
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 39% of acquisition loans in Portfolio Management and Investment Advice on this site.
  • Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
  • Average acquisition loan in Michigan: $1,645,728.

Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.

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Same industry in Michigan