Lender intelligence
Financing a offices of certified public accountants acquisition in Iowa
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Iowa, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in offices of certified public accountants · Iowa
Ranked by funded offices of certified public accountants acquisitions in Iowa. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.4 loans · $5M · Norwalk, IAFull record →
5+ funded Offices of Certified Public Accountants in Iowa deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- Accounting & Tax Services PLLC in Fairfield, IA — $1.0M (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $773K (75%)
- Approval → funding
- 18 days
- Approved
- 12/15/2025
- First disbursed
- 1/2/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $114K
- Est. cash at closing
- $157K
- Monthly payment
- $12,497
- Annual debt service
- $150K
- Cash flow needed (1.25×)
- $187K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
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- Faller, Kincheloe & Co, Plc in Des Moines, IA — $1.6M (2022) · purchase · City State Bank
- Program
- 7a General
- Rate at approval
- 6% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 98 days
- Approved
- 9/27/2022
- First disbursed
- 1/3/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 12
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.8M
- Est. down payment (10%)
- $180K
- Est. cash at closing
- $247K
- Monthly payment
- $17,991
- Annual debt service
- $216K
- Cash flow needed (1.25×)
- $270K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by City State Bank · Lender record →
Your business? Claim this record · Request removal
- ThornTree CPA Services LLC in Norwalk, IA — $850K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.3% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $765K (90%)
- Approval → funding
- 15 days
- Approved
- 9/15/2021
- First disbursed
- 9/30/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $944K
- Est. down payment (10%)
- $94K
- Est. cash at closing
- $130K
- Monthly payment
- $9,141
- Annual debt service
- $110K
- Cash flow needed (1.25×)
- $137K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- A.B. Clemence & Co. in Iowa City, IA — $182K (2021) · purchase · Fund-Ex Solutions Group, LLC
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $137K (75%)
- Approval → funding
- 0 days
- Approved
- 12/4/2020
- First disbursed
- 12/4/2020
- Loan status
- Paid in full (12/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $202K
- Est. down payment (10%)
- $20K
- Est. cash at closing
- $27K
- Monthly payment
- $2,021
- Annual debt service
- $24K
- Cash flow needed (1.25×)
- $30K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Fund-Ex Solutions Group, LLC
Your business? Claim this record · Request removal
- ThornTree CPA Services LLC in Norwalk, IA — $100K (2021) · purchase · Live Oak Banking Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5.3% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $75K (75%)
- Approval → funding
- 47 days
- Approved
- 9/15/2021
- First disbursed
- 11/1/2021
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,075
- Annual debt service
- $13K
- Cash flow needed (1.25×)
- $16K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Financing a offices of certified public accountants deal in Iowa? Start with the right lender
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to offices of certified public accountants businesses with a Iowa project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Iowa with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Iowa deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $626K typical loan
- 3 lenders active in Iowa
- 5+ funded Iowa deals
- 47 days typical to fund
Buyers buying a offices of certified public accountants in Iowa typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.