Lender intelligence
Financing a offices of certified public accountants acquisition in Kentucky
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Kentucky, 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 · Kentucky
Ranked by funded offices of certified public accountants acquisitions in Kentucky. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
3+ funded Offices of Certified Public Accountants in Kentucky 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.
- Upstream Tax Advisors, LLC in Henderson, KY — $1.8M (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.3M (75%)
- Approval → funding
- 13 days
- Approved
- 1/16/2026
- First disbursed
- 1/29/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 14
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.9M
- Est. down payment (10%)
- $194K
- Est. cash at closing
- $267K
- Monthly payment
- $21,932
- Annual debt service
- $263K
- Cash flow needed (1.25×)
- $329K
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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- Heroic Solutions Inc. in London, KY — $775K (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.49% variable
- Term
- 119 months
- SBA guaranteed
- $581K (75%)
- Approval → funding
- 15 days
- Approved
- 4/6/2022
- First disbursed
- 4/21/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $861K
- Est. down payment (10%)
- $86K
- Est. cash at closing
- $118K
- Monthly payment
- $8,460
- Annual debt service
- $102K
- Cash flow needed (1.25×)
- $127K
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
- Heroic Solutions Inc. in London, KY — $50K (2022) · purchase · Live Oak Banking Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5.49% variable
- Term
- 119 months
- SBA guaranteed
- $25K (50%)
- Approval → funding
- 15 days
- Approved
- 4/6/2022
- First disbursed
- 4/21/2022
- 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
- $56K
- Est. down payment (10%)
- $6K
- Est. cash at closing
- $7K
- Monthly payment
- $546
- Annual debt service
- $7K
- Cash flow needed (1.25×)
- $8K
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 Kentucky? 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 Kentucky project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Kentucky with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Kentucky deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $626K typical loan
- 1 lenders active in Kentucky
- 3+ funded Kentucky deals
- 15 days typical to fund
Buyers buying a offices of certified public accountants in Kentucky 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.