Lender intelligence
Financing a offices of certified public accountants acquisition in Montana
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Montana, 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 · Montana
Ranked by funded offices of certified public accountants acquisitions in Montana. 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 →
- 3.12 loans · $14M · Mobile, ALFull record →
5+ funded Offices of Certified Public Accountants in Montana 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.
- Brad Huber CPA PLLC in Polson, MT — $525K (2026) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $394K (75%)
- Approved
- 1/16/2026
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $583K
- Est. down payment (10%)
- $58K
- Est. cash at closing
- $78K
- Monthly payment
- $6,722
- Annual debt service
- $81K
- Cash flow needed (1.25×)
- $101K
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
- CEART CPA, PLLC in Livingston, MT — $407K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $305K (75%)
- Approval → funding
- 6 days
- Approved
- 1/2/2025
- First disbursed
- 1/8/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $452K
- Est. down payment (10%)
- $45K
- Est. cash at closing
- $60K
- Monthly payment
- $5,376
- Annual debt service
- $65K
- Cash flow needed (1.25×)
- $81K
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
- Michael Law in Bozeman, MT — $549K (2021) · purchase · Fund-Ex Solutions Group, LLC
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $494K (90%)
- Approval → funding
- 61 days
- Approved
- 7/29/2021
- First disbursed
- 9/28/2021
- Loan status
- Paid in full (1/31/2024)
- 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
- $610K
- Est. down payment (10%)
- $61K
- Est. cash at closing
- $82K
- Monthly payment
- $6,095
- Annual debt service
- $73K
- Cash flow needed (1.25×)
- $91K
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
- Keith Ryan Chapman in Whitefish, MT — $325K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $244K (75%)
- Approval → funding
- 10 days
- Approved
- 9/14/2020
- First disbursed
- 9/24/2020
- Loan status
- Current
- 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
- $361K
- Est. down payment (10%)
- $36K
- Est. cash at closing
- $48K
- Monthly payment
- $3,567
- Annual debt service
- $43K
- Cash flow needed (1.25×)
- $54K
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
- Big Sky Tax & Accounting, LLC in Ronan, MT — $150K (2020) · purchase · 22nd State Bank, A Division of 22nd State Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $127K (85%)
- Approval → funding
- 26 days
- Approved
- 9/4/2020
- First disbursed
- 9/30/2020
- Loan status
- In workout — SBA bought the guarantee
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $166K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $1,660
- Annual debt service
- $20K
- Cash flow needed (1.25×)
- $25K
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 22nd State Bank, A Division of 22nd State Banking Company · Lender record →
Your business? Claim this record · Request removal
Financing a offices of certified public accountants deal in Montana? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to offices of certified public accountants businesses with a Montana project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Montana with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Montana deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $626K typical loan
- 4 lenders active in Montana
- 5+ funded Montana deals
- 26 days typical to fund
Buyers buying a offices of certified public accountants in Montana 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.