Bluebird Financial Services, LLC
Bluebird Financial Services, LLC is located in Naples, FL, and the SBA lists its industry as Offices of Certified Public Accountants. It was approved for an SBA 7(a) loan of $1,027,000 for a change of ownership on January 22, 2026.
SBA 7(a) loan, change of ownership, approved Jan 22, 2026
- Gross approval
- $1,027,000
- SBA-guaranteed amount
- $770,250 (75% of the approval)
- Lender
- First Merchants Bank, Indianapolis, IN
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 9.5%, variable
- Term
- 15 years (180 months)
- Estimated maturity
- January 22, 2041 (estimated, approval date plus term)
- Estimated monthly payment
- $10,724 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Mar 5, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 3
- Business type
- Corporation
- NAICS
- 541211, Offices of Certified Public Accountants
- Project location
- Collier County, FL
- SBA district office
- South Florida District Office
- Congressional district
- FL-19
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 47% of acquisition loans in Offices of Certified Public Accountants on this site.
- Average acquisition loan in Offices of Certified Public Accountants: $1,327,217.
- Average acquisition loan in Florida: $1,808,559.
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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