Lender intelligence
Financing a offices of certified public accountants acquisition in New York
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in New York, 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 · New York
Ranked by funded offices of certified public accountants acquisitions in New York. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.31 loans · $44M · Passaic, NJFull record →
9+ funded Offices of Certified Public Accountants in New York 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.
- Shelley CPA, PLLC in Chappaqua, NY — $150K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.49% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $128K (85%)
- Approval → funding
- 23 days
- Approved
- 11/25/2025
- First disbursed
- 12/18/2025
- 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
- $167K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $1,940
- Annual debt service
- $23K
- Cash flow needed (1.25×)
- $29K
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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- Reda, Romano & Co, LLP in Rye Brook, NY — $1.5M (2025) · purchase · Valley National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 35 days
- Approved
- 7/24/2025
- First disbursed
- 8/28/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Partnership
- 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
- $1.7M
- Est. down payment (10%)
- $165K
- Est. cash at closing
- $227K
- Monthly payment
- $19,254
- Annual debt service
- $231K
- Cash flow needed (1.25×)
- $289K
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 Valley National Bank · Lender record →
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- LASKY & COMPANY, CPAS LLP in Lynbrook, NY — $1.0M (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $750K (75%)
- Approval → funding
- 17 days
- Approved
- 12/17/2024
- First disbursed
- 1/3/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Partnership
- 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
- $1.1M
- Est. down payment (10%)
- $111K
- Est. cash at closing
- $152K
- Monthly payment
- $12,533
- Annual debt service
- $150K
- Cash flow needed (1.25×)
- $188K
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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- Lindenhurst Tax Services LLC in Lindenhurst, NY — $271K (2024) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $203K (75%)
- Approval → funding
- 25 days
- Approved
- 1/5/2024
- First disbursed
- 1/30/2024
- 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
- $301K
- Est. down payment (10%)
- $30K
- Est. cash at closing
- $40K
- Monthly payment
- $3,733
- Annual debt service
- $45K
- Cash flow needed (1.25×)
- $56K
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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- Clearscope Tax 1 Inc. in Glen Head, NY — $686K (2022) · purchase · MVB Bank, Inc.
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $515K (75%)
- Approval → funding
- 24 days
- Approved
- 7/26/2022
- First disbursed
- 8/19/2022
- Loan status
- Paid in full (1/31/2026)
- Loan type
- Term loan
- Collateral
- 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
- $763K
- Est. down payment (10%)
- $76K
- Est. cash at closing
- $102K
- Monthly payment
- $8,147
- Annual debt service
- $98K
- Cash flow needed (1.25×)
- $122K
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 MVB Bank, Inc.
Your business? Claim this record · Request removal
- Geer CPA PC in Pittsford, NY — $270K (2021) · purchase · Manufacturers and Traders Trust Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $203K (75%)
- Approval → funding
- 46 days
- Approved
- 7/30/2021
- First disbursed
- 9/14/2021
- Loan status
- Paid in full (12/31/2024)
- 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
- $300K
- Est. down payment (10%)
- $30K
- Est. cash at closing
- $40K
- Monthly payment
- $2,864
- Annual debt service
- $34K
- Cash flow needed (1.25×)
- $43K
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 Manufacturers and Traders Trust Company · Lender record →
Your business? Claim this record · Request removal
- Gallis Accounting & Tax Services Inc in Flushing, NY — $135K (2021) · purchase · Alma Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 87 months
- SBA guaranteed
- $122K (90%)
- Approval → funding
- 5 days
- Approved
- 2/23/2021
- First disbursed
- 2/28/2021
- Loan status
- Failed — $117K charged off (5/29/2024)
- 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
- $150K
- Est. down payment (10%)
- $15K
- Est. cash at closing
- $19K
- Monthly payment
- $1,917
- Annual debt service
- $23K
- Cash flow needed (1.25×)
- $29K
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 Alma Bank · Lender record →
Your business? Claim this record · Request removal
- AUSTIN G. WILLIAMS, CPA, PLLC in Wantagh, NY — $100K (2021) · purchase · TD Bank, National Association
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5.17% fixed
- Term
- 48 mo (4 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 19 days
- Approved
- 12/9/2020
- First disbursed
- 12/28/2020
- Loan status
- Paid in full (12/31/2024)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- 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
- $2,311
- Annual debt service
- $28K
- Cash flow needed (1.25×)
- $35K
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 TD Bank, National Association · Lender record →
Your business? Claim this record · Request removal
- Geer CPA PC in Pittsford, NY — $25K (2021) · purchase · Manufacturers and Traders Trust Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $19K (75%)
- Approval → funding
- 1 days
- Approved
- 7/30/2021
- First disbursed
- 7/31/2021
- Loan status
- Paid in full (7/31/2022)
- Loan type
- Revolving line
- 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
- $28K
- Est. down payment (10%)
- $3K
- Est. cash at closing
- $4K
- Monthly payment
- $256
- Annual debt service
- $3K
- Cash flow needed (1.25×)
- $4K
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 Manufacturers and Traders Trust Company · 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 New York project address.
Agent summary
How to finance a offices of certified public accountants acquisition in New York with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded New York deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $626K typical loan
- 7 lenders active in New York
- 9+ funded New York deals
- 23 days typical to fund
Buyers buying a offices of certified public accountants in New York 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.