Escrow Services

When closing an SBA loan, some lenders require local counsel to act as escrow agent for disbursement. The process demands precision — from strict SBA documentation requirements to timely fund transfers. Choosing the right escrow provider can make the difference between a smooth closing and a costly delay.

​

We offer attorney-led escrow disbursement services for SBA loan transactions in Massachusetts, New York, and Vermont. Licensed in all three states, we combine deep knowledge of SBA processes with years of experience in M&A and small business transactions.

​

Our services include:

• Acting as escrow agent and holding funds in our IOLTA account in compliance with state bar rules

• Coordinating with lenders, buyers, sellers, and attorneys to ensure accurate and timely disbursement

• Preparing and following detailed escrow instructions

• Issuing settlement statements and maintaining complete disbursement records

 

Why choose us:

• Licensed in MA, NY, and VT

• Extensive SBA and M&A transaction experience

• Transparent pricing: $2,000 flat fee — no surprises

• High-touch communication with all parties to keep your deal on track

 

Contact us to schedule your SBA loan closing and ensure your escrow process is handled with care, compliance, and efficiency.