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Financing a offices of certified public accountants acquisition in Oklahoma
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Oklahoma, 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 · Oklahoma
Ranked by funded offices of certified public accountants acquisitions in Oklahoma. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.15 loans · $20M · Madisonville, KYFull record →
- 2.31 loans · $24M · Malvern, PAFull record →
- 3.1,296 loans · $1.4B · Wilmington, NCFull record →
7+ funded Offices of Certified Public Accountants in Oklahoma 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.
- The Accounting Nook, PLLC in Tulsa, OK — $2.1M (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 13 days
- Approved
- 11/25/2025
- First disbursed
- 12/8/2025
- 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
- $2.4M
- Est. down payment (10%)
- $236K
- Est. cash at closing
- $325K
- Monthly payment
- $26,588
- Annual debt service
- $319K
- Cash flow needed (1.25×)
- $399K
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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- Oklahoma CPA Group LLC in Oklahoma City, OK — $973K (2026) · purchase · First United Bank and Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $730K (75%)
- Approval → funding
- 17 days
- Approved
- 1/27/2026
- First disbursed
- 2/13/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 16
- 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%)
- $108K
- Est. cash at closing
- $148K
- Monthly payment
- $11,424
- Annual debt service
- $137K
- Cash flow needed (1.25×)
- $171K
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 United Bank and Trust Company · Lender record →
Your business? Claim this record · Request removal
- The Accounting Nook, PLLC in Tulsa, OK — $700K (2023) · purchase · Customers Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $525K (75%)
- Approval → funding
- 7 days
- Approved
- 9/27/2023
- First disbursed
- 10/4/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $778K
- Est. down payment (10%)
- $78K
- Est. cash at closing
- $104K
- Monthly payment
- $9,058
- Annual debt service
- $109K
- Cash flow needed (1.25×)
- $136K
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 Customers Bank · Lender record →
Your business? Claim this record · Request removal
- The Accounting Nook, PLLC in Tulsa, OK — $75K (2023) · purchase · Customers Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $38K (50%)
- Approval → funding
- 7 days
- Approved
- 9/27/2023
- First disbursed
- 10/4/2023
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $83K
- Est. down payment (10%)
- $8K
- Est. cash at closing
- $11K
- Monthly payment
- $1,044
- 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 Customers Bank · Lender record →
Your business? Claim this record · Request removal
- OWLFI CPA LLC in Henryetta, OK — $633K (2021) · purchase · Wells Fargo Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.2% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $570K (90%)
- Approval → funding
- 4 days
- Approved
- 2/22/2021
- First disbursed
- 2/26/2021
- Loan status
- Paid in full (12/31/2024)
- 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
- $703K
- Est. down payment (10%)
- $70K
- Est. cash at closing
- $94K
- Monthly payment
- $6,776
- Annual debt service
- $81K
- Cash flow needed (1.25×)
- $102K
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 Wells Fargo Bank National Association · Lender record →
Your business? Claim this record · Request removal
- Wells Wann & Company CPA PC in Poteau, OK — $578K (2021) · purchase · First United Bank and Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $521K (90%)
- Approval → funding
- 2 days
- Approved
- 4/28/2021
- First disbursed
- 4/30/2021
- Loan status
- Paid in full (2/29/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $643K
- Est. down payment (10%)
- $64K
- Est. cash at closing
- $86K
- Monthly payment
- $6,206
- Annual debt service
- $74K
- Cash flow needed (1.25×)
- $93K
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 United Bank and Trust Company · Lender record →
Your business? Claim this record · Request removal
- Gage Busby in Ada, OK — $313K (2020) · purchase · The State Bank of Wynnewood
- Program
- 7a General
- Rate at approval
- 5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $235K (75%)
- Approval → funding
- 13 days
- Approved
- 7/29/2020
- First disbursed
- 8/11/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $348K
- Est. down payment (10%)
- $35K
- Est. cash at closing
- $47K
- Monthly payment
- $3,320
- Annual debt service
- $40K
- Cash flow needed (1.25×)
- $50K
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 The State Bank of Wynnewood
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 Oklahoma project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Oklahoma with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oklahoma deals. First United Bank and Trust Company funds the most here. DealRoom is not a lender.
- $626K typical loan
- 5 lenders active in Oklahoma
- 7+ funded Oklahoma deals
- 7 days typical to fund
Buyers buying a offices of certified public accountants in Oklahoma 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.