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Financing a offices of certified public accountants acquisition in Pennsylvania
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Pennsylvania, 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 · Pennsylvania
Ranked by funded offices of certified public accountants acquisitions in Pennsylvania. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.2 loans · $1M · Kittanning, PAFull record →
6+ funded Offices of Certified Public Accountants in Pennsylvania 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.
- KTG CPA II LLC in Pittsburgh, PA — $500K (2026) · purchase · NexTier Bank, National Association
- Program
- 7a General
- Rate at approval
- 7.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approved
- 3/24/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- 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
- $5,995
- Annual debt service
- $72K
- Cash flow needed (1.25×)
- $90K
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 NexTier Bank, National Association · Lender record →
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- MARSICO FINANCIAL in Valencia, PA — $500K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 5 days
- Approved
- 1/3/2025
- 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
- 3
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $6,747
- 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 Live Oak Banking Company · Lender record →
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- Roczko & Associates, LLC in Pittsburgh, PA — $650K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.73% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $488K (75%)
- Approval → funding
- 18 days
- Approved
- 12/16/2022
- First disbursed
- 1/3/2023
- 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
- $722K
- Est. down payment (10%)
- $72K
- Est. cash at closing
- $97K
- Monthly payment
- $8,139
- 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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Sandzimier, Shoemaker & Company, LLC in Dunbar, PA — $275K (2022) · purchase · Somerset Trust Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $138K (50%)
- Approval → funding
- 95 days
- Approved
- 10/1/2021
- First disbursed
- 1/4/2022
- 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
- $2,903
- 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 Somerset Trust Company · Lender record →
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- GRANITE FINANCIAL ENTERPRISES LLC in Tower City, PA — $565K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 164 months
- SBA guaranteed
- $509K (90%)
- Approval → funding
- 44 days
- Approved
- 3/3/2021
- First disbursed
- 4/16/2021
- 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
- $628K
- Est. down payment (10%)
- $63K
- Est. cash at closing
- $84K
- Monthly payment
- $4,908
- Annual debt service
- $59K
- Cash flow needed (1.25×)
- $74K
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
- Barbetti McHale Limited Liability Company in Scranton, PA — $828K (2020) · purchase · Fidelity Deposit and Discount Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $621K (75%)
- Approval → funding
- 20 days
- Approved
- 9/2/2020
- First disbursed
- 9/22/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $920K
- Est. down payment (10%)
- $92K
- Est. cash at closing
- $126K
- Monthly payment
- $8,884
- Annual debt service
- $107K
- Cash flow needed (1.25×)
- $133K
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 Fidelity Deposit and Discount Bank · 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 Pennsylvania project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Pennsylvania with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Pennsylvania deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $626K typical loan
- 4 lenders active in Pennsylvania
- 6+ funded Pennsylvania deals
- 20 days typical to fund
Buyers buying a offices of certified public accountants in Pennsylvania 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.