Lender intelligence
Financing a offices of certified public accountants acquisition in Massachusetts
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Massachusetts, 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 · Massachusetts
Ranked by funded offices of certified public accountants acquisitions in Massachusetts. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.575 loans · $220M · De Graff, OHFull record →
- 3.196 loans · $21M · Boston, MAFull record →
- 4.78 loans · $79M · New Orleans, LAFull record →
- 5.3 loans · $2M · Woburn, MAFull record →
13+ funded Offices of Certified Public Accountants in Massachusetts 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.
- O'Reilly Strategic Group, Inc. in Watertown, MA — $996K (2025) · purchase · Community Bank & Trust-West Georgia
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $747K (75%)
- Approval → funding
- 72 days
- Approved
- 3/12/2025
- First disbursed
- 5/23/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 7
- 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%)
- $111K
- Est. cash at closing
- $152K
- Monthly payment
- $12,888
- Annual debt service
- $155K
- Cash flow needed (1.25×)
- $193K
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 Community Bank & Trust-West Georgia
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- PHILLIPS JD-CPA PLLC in Wayland, MA — $765K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.45% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $574K (75%)
- Approval → funding
- 34 days
- Approved
- 11/29/2024
- First disbursed
- 1/2/2025
- 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
- $850K
- Est. down payment (10%)
- $85K
- Est. cash at closing
- $117K
- Monthly payment
- $9,878
- Annual debt service
- $119K
- Cash flow needed (1.25×)
- $148K
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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- Vu CPA, P.C. in Shrewsbury, MA — $500K (2025) · purchase · Gulf Coast Bank and Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 8 days
- Approved
- 12/12/2024
- First disbursed
- 12/20/2024
- 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
- $555K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $6,606
- Annual debt service
- $79K
- Cash flow needed (1.25×)
- $99K
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 Gulf Coast Bank and Trust Company · Lender record →
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- DWB Tax & Insurance Services, LLC in Williamstown, MA — $385K (2025) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $289K (75%)
- Approval → funding
- 12 days
- Approved
- 11/14/2024
- First disbursed
- 11/26/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $428K
- Est. down payment (10%)
- $43K
- Est. cash at closing
- $57K
- Monthly payment
- $5,088
- Annual debt service
- $61K
- Cash flow needed (1.25×)
- $76K
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 United Midwest Savings Bank National Association · Lender record →
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- PHILLIPS JD-CPA PLLC in Wayland, MA — $100K (2025) · purchase · Live Oak Banking Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.45% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 48 days
- Approved
- 11/27/2024
- First disbursed
- 1/14/2025
- 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
- $1,291
- Annual debt service
- $15K
- Cash flow needed (1.25×)
- $19K
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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- Bakken Newton & Associates, LLC in Marion, MA — $1.4M (2024) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 20 days
- Approved
- 4/5/2024
- First disbursed
- 4/25/2024
- Loan status
- Paid in full (12/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $159K
- Est. cash at closing
- $218K
- Monthly payment
- $19,469
- Annual debt service
- $234K
- Cash flow needed (1.25×)
- $292K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- James P. Moriarty CPA LLC or Nominee in Wilmington, MA — $248K (2022) · purchase · Eastern Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $124K (50%)
- Approval → funding
- 26 days
- Approved
- 10/5/2021
- First disbursed
- 10/31/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Individual
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $275K
- Est. down payment (10%)
- $28K
- Est. cash at closing
- $37K
- Monthly payment
- $2,625
- Annual debt service
- $32K
- Cash flow needed (1.25×)
- $39K
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 Eastern Bank · Lender record →
Your business? Claim this record · Request removal
- James P. Moriarty CPA LLC or Nominee in Wilmington, MA — $50K (2022) · purchase · Eastern Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 6.25% variable
- Term
- 119 months
- SBA guaranteed
- $25K (50%)
- Approval → funding
- 118 days
- Approved
- 10/5/2021
- First disbursed
- 1/31/2022
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Not required
- Business type
- Individual
- Jobs supported
- 1
- 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
- $565
- 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 Eastern Bank · Lender record →
Your business? Claim this record · Request removal
- Weiner And Rice LLC in Newton, MA — $1.0M (2021) · purchase · Eastern Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.2% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $900K (90%)
- Approval → funding
- 16 days
- Approved
- 2/12/2021
- First disbursed
- 2/28/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- 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%)
- $111K
- Est. cash at closing
- $152K
- Monthly payment
- $10,220
- Annual debt service
- $123K
- Cash flow needed (1.25×)
- $153K
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 Eastern Bank · Lender record →
Your business? Claim this record · Request removal
- Vu CPA, P.C. in Medford, MA — $250K (2021) · purchase · Northern Bank and Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $225K (90%)
- Approval → funding
- 27 days
- Approved
- 4/27/2021
- First disbursed
- 5/24/2021
- 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
- $278K
- Est. down payment (10%)
- $28K
- Est. cash at closing
- $37K
- Monthly payment
- $2,776
- Annual debt service
- $33K
- Cash flow needed (1.25×)
- $42K
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 Northern Bank and Trust Company · Lender record →
Your business? Claim this record · Request removal
- KERRY L. PLANTE, CPA, P.C. in Stoughton, MA — $200K (2021) · purchase · Bristol County Savings Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.75% variable
- Term
- 83 months
- SBA guaranteed
- $150K (75%)
- Approval → funding
- 36 days
- Approved
- 2/9/2021
- First disbursed
- 3/17/2021
- 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
- $222K
- Est. down payment (10%)
- $22K
- Est. cash at closing
- $30K
- Monthly payment
- $2,832
- Annual debt service
- $34K
- Cash flow needed (1.25×)
- $42K
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 Bristol County Savings Bank · Lender record →
Your business? Claim this record · Request removal
- KERRY L. PLANTE, CPA, P.C. in Stoughton, MA — $100K (2021) · purchase · Bristol County Savings Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $75K (75%)
- Approval → funding
- 36 days
- Approved
- 2/9/2021
- First disbursed
- 3/17/2021
- 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
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,061
- 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 Bristol County Savings Bank · Lender record →
Your business? Claim this record · Request removal
- NEX FINANCIAL GROUP, LLC in Brockton, MA — $275K (2020) · purchase · Webster Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $206K (75%)
- Approval → funding
- 33 days
- Approved
- 7/29/2020
- First disbursed
- 8/31/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $306K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $41K
- Monthly payment
- $2,917
- Annual debt service
- $35K
- Cash flow needed (1.25×)
- $44K
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 Webster Bank National Association · Lender record →
Your business? Claim this record · Request removal
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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 Massachusetts project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Massachusetts with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Massachusetts deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $626K typical loan
- 8 lenders active in Massachusetts
- 13+ funded Massachusetts deals
- 33 days typical to fund
Buyers buying a offices of certified public accountants in Massachusetts 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.