Waypoint Wealth Management
Waypoint Wealth Management is located in Bozeman, MT, and the SBA lists its industry as Miscellaneous Financial Investment Activities. It was approved for an SBA 504 loan ($1,149,000 SBA portion) on October 10, 2023 to finance real estate or equipment.
SBA 504 loan, approved Oct 10, 2023
- SBA (CDC) portion
- $1,149,000
- Bank portion
- $1,402,500
- Estimated project size
- $2,835,000 (estimated)
- Estimated owner equity
- $283,500 (estimated, about 10% of the project)
- Bank lender
- Opportunity Bank of Montana, Helena, MT
- Processing method
- Accredited Lenders Program: CDC with an expedited SBA review
- Term
- 25 years (300 months)
- Estimated maturity
- October 10, 2048 (estimated, approval date plus term)
- First disbursement
- May 14, 2025
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 4
- Business type
- Corporation
- NAICS
- 523999, Miscellaneous Financial Investment Activities
- Project location
- Gallatin County, MT
- SBA district office
- Montana District Office
- Congressional district
- MT-0
- Collateral
- Yes
Estimated share of project by source
Bank 49% SBA (CDC) 41% Owner 10%
- Average expansion loan in Miscellaneous Financial Investment Activities: $1,611,500.
- Average expansion loan in Montana: $1,629,190.
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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