Main Street Registry

Valerie Deike CPA

San Francisco, CA · Tax Preparation Services · NAICS 541213

Valerie Deike CPA is a tax preparation services business located in San Francisco, California, classified under NAICS code 541213. It was financed with an SBA 7(a) loan for a change of ownership, approved in August 2025 with BMO Bank National Association as the lender and an amount of $522,300.

SBA 7(a) loan, change of ownership, approved Aug 12, 2025

$522,300 approvedLender: BMO Bank National Association10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$522,300
SBA-guaranteed amount
$391,725 (75% of the approval)
Lender
BMO Bank National Association, Chicago, IL
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
7.22%, fixed
Term
10 years (120 months)
Estimated maturity
August 12, 2035 (estimated, approval date plus term)
Estimated monthly payment
$6,124 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Sep 10, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
1
Business type
Individual
NAICS
541213, Tax Preparation Services
Project location
San Francisco County, CA
SBA district office
San Francisco District Office
Congressional district
CA-12
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 9% of acquisition loans in Tax Preparation Services on this site.
  • Average acquisition loan in Tax Preparation Services: $1,139,170.
  • Average acquisition loan in California: $1,688,228.

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 California