Positive Rate Tax Advisors LLC
Positive Rate Tax Advisors LLC is a tax preparation services business in Alpharetta, Georgia, classified under NAICS 541213. The company was financed with an SBA 7(a) loan for a change of ownership of $1,475,000 from Oconee State Bank, with the loan approved on September 2, 2026.
SBA 7(a) loan, change of ownership, approved Sep 2, 2026
$1,475,000 approvedLender: Oconee State Bank10 years termCommitted, not fully disbursedLoan details
- Gross approval
- $1,475,000
- SBA-guaranteed amount
- $1,106,250 (75% of the approval)
- Lender
- Oconee State Bank, Watkinsville, GA
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 8.5%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- September 2, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $18,288 Estimated payment at the initial rate over the full term; actual terms vary.
- Loan status
- Committed, not fully disbursed
- Jobs supported
- 1
- Business type
- Corporation
- NAICS
- 541213, Tax Preparation Services
- Project location
- Fulton County, GA
- SBA district office
- Georgia District Office
- Congressional district
- GA-06
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 80% of acquisition loans in Tax Preparation Services on this site.
- Average acquisition loan in Tax Preparation Services: $1,139,170.
- Average acquisition loan in Georgia: $2,017,638.
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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