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Vault Financials LLC

Phoenix, AZ · Offices of Certified Public Accountants · NAICS 541211

Vault Financials LLC is located in Phoenix, AZ, and the SBA lists its industry as Offices of Certified Public Accountants. It was approved for an SBA 7(a) loan of $925,000 for a change of ownership on December 8, 2023.

SBA 7(a) loan, change of ownership, approved Dec 8, 2023

Gross approval
$925,000
SBA-guaranteed amount
$693,750 (75% of the approval)
Lender
United Midwest Savings Bank National Association, De Graff, OH
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
11%, variable
Term
10 years (120 months)
Estimated maturity
December 8, 2033 (estimated, approval date plus term)
Estimated monthly payment
$12,742 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Dec 15, 2023
Loan status
Status not reported (SBA exemption)
Jobs supported
13
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Maricopa County, AZ
SBA district office
Arizona District Office
Congressional district
AZ-06
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)

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 Arizona