Main Street Registry

Monterra Halden LLC

Cleveland Heights, OH · Offices of Certified Public Accountants · NAICS 541211

Monterra Halden LLC is located in Cleveland Heights, Ohio, and operates in the offices of certified public accountants industry (NAICS 541211). The company was financed with an SBA 7(a) loan for a change of ownership of $1.47 million, approved on September 24, 2025, by Truliant FCU, and the loan lists 15 jobs.

SBA 7(a) loan, change of ownership, approved Sep 24, 2025

$1,473,000 approvedLender: Truliant FCU10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$1,473,000
SBA-guaranteed amount
$1,104,750 (75% of the approval)
Lender
Truliant FCU, Winston-Salem, NC
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
10%, variable
Term
10 years (120 months)
Estimated maturity
September 24, 2035 (estimated, approval date plus term)
Estimated monthly payment
$19,466 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Oct 30, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
15
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Cuyahoga County, OH
SBA district office
Columbus District Office
Congressional district
OH-11
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 66% 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 Ohio: $1,840,340.

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 Ohio