Lender intelligence
Financing a offices of certified public accountants acquisition in Minnesota
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Minnesota, 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 · Minnesota
Ranked by funded offices of certified public accountants acquisitions in Minnesota. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1 loans · $2M · Exton, PAFull record →
- 2.12 loans · $3M · Loretto, MNFull record →
- 3.46 loans · $27M · Sartell, MNFull record →
6+ funded Offices of Certified Public Accountants in Minnesota 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.
- Rooted Tax Group LLC in Minneapolis, MN — $720K (2025) · purchase · First Resource Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $540K (75%)
- Approval → funding
- 2 days
- Approved
- 1/15/2025
- First disbursed
- 1/17/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- 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
- $800K
- Est. down payment (10%)
- $80K
- Est. cash at closing
- $110K
- Monthly payment
- $9,317
- Annual debt service
- $112K
- Cash flow needed (1.25×)
- $140K
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 First Resource Bank · Lender record →
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- Tax & accounting Holding Company LLC in Woodbury, MN — $350K (2025) · purchase · First Resource Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $263K (75%)
- Approval → funding
- 4 days
- Approved
- 8/15/2025
- First disbursed
- 8/19/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $389K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,625
- Annual debt service
- $56K
- Cash flow needed (1.25×)
- $69K
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 First Resource Bank · Lender record →
Your business? Claim this record · Request removal
- Feuerhelm Langer and Ruza LLC in Lake Elmo, MN — $870K (2022) · purchase · 21st Century Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $653K (75%)
- Approval → funding
- 11 days
- Approved
- 1/20/2022
- First disbursed
- 1/31/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $967K
- Est. down payment (10%)
- $97K
- Est. cash at closing
- $133K
- Monthly payment
- $9,442
- Annual debt service
- $113K
- Cash flow needed (1.25×)
- $142K
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 21st Century Bank · Lender record →
Your business? Claim this record · Request removal
- THE MILLER GROUP LLC in Prior Lake, MN — $526K (2022) · purchase · BankVista
- Program
- Preferred Lenders Program
- Rate at approval
- 8% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $394K (75%)
- Approval → funding
- 8 days
- Approved
- 8/23/2022
- First disbursed
- 8/31/2022
- Loan status
- Paid in full (8/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $584K
- Est. down payment (10%)
- $58K
- Est. cash at closing
- $78K
- Monthly payment
- $6,377
- Annual debt service
- $77K
- Cash flow needed (1.25×)
- $96K
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 BankVista · Lender record →
Your business? Claim this record · Request removal
- Bennet & Company PC in Saint Paul, MN — $129K (2022) · purchase · Lakeview Bank
- Program
- 7a General
- Rate at approval
- 5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $97K (75%)
- Approval → funding
- 42 days
- Approved
- 2/4/2022
- First disbursed
- 3/18/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $143K
- Est. down payment (10%)
- $14K
- Est. cash at closing
- $18K
- Monthly payment
- $1,368
- Annual debt service
- $16K
- Cash flow needed (1.25×)
- $21K
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 Lakeview Bank
Your business? Claim this record · Request removal
- Hudson & Associates, LLC in Wayzata, MN — $220K (2021) · purchase · Metropolitan Economic Development Association
- Program
- Community Advantage Initiative
- Subprogram
- Community Advantage Initiative
- Rate at approval
- 6.5% variable
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $198K (90%)
- Approval → funding
- 37 days
- Approved
- 3/19/2021
- First disbursed
- 4/25/2021
- Loan status
- Paid in full (1/31/2024)
- Loan type
- Term loan
- Collateral
- 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
- $244K
- Est. down payment (10%)
- $24K
- Est. cash at closing
- $33K
- Monthly payment
- $3,267
- Annual debt service
- $39K
- Cash flow needed (1.25×)
- $49K
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 Metropolitan Economic Development Association
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 Minnesota project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Minnesota with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Minnesota deals. First Resource Bank funds the most here. DealRoom is not a lender.
- $626K typical loan
- 5 lenders active in Minnesota
- 6+ funded Minnesota deals
- 11 days typical to fund
Buyers buying a offices of certified public accountants in Minnesota 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.