Lender intelligence
Financing a offices of certified public accountants acquisition in Utah
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Utah, 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 · Utah
Ranked by funded offices of certified public accountants acquisitions in Utah. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.2,539 loans · $965M · Columbus, OHFull record →
- 2.13 loans · $19M · Denver, COFull record →
- 3.30 loans · $24M · Kansas City, MOFull record →
- 4.56 loans · $36M · Provo, UTFull record →
- 5.10 loans · $4M · Salt Lake City, UTFull record →
- 6.1,296 loans · $1.4B · Wilmington, NCFull record →
7+ funded Offices of Certified Public Accountants in Utah 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.
- Averett & Associates Pc in Salt Lake City, UT — $350K (2026) · purchase · Fortis Bank
- Program
- 7a General
- Rate at approval
- 9.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $263K (75%)
- Approval → funding
- 9 days
- Approved
- 1/6/2026
- First disbursed
- 1/15/2026
- 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
- $389K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,481
- Annual debt service
- $54K
- Cash flow needed (1.25×)
- $67K
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 Fortis Bank · Lender record →
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- Armada Accounting, LLC in Eagle Mountain, UT — $980K (2025) · purchase · UMB Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 7.125% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $735K (75%)
- Approval → funding
- 1 days
- Approved
- 9/15/2025
- First disbursed
- 9/16/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- 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%)
- $109K
- Est. cash at closing
- $149K
- Monthly payment
- $11,442
- Annual debt service
- $137K
- Cash flow needed (1.25×)
- $172K
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 UMB Bank, National Association · Lender record →
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- KPT LLC in Ogden, UT — $1.5M (2024) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 7 days
- Approved
- 5/23/2024
- First disbursed
- 5/30/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $163K
- Est. cash at closing
- $223K
- Monthly payment
- $19,550
- Annual debt service
- $235K
- Cash flow needed (1.25×)
- $293K
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 Huntington National Bank · Lender record →
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- KPT LLC in Ogden, UT — $50K (2024) · purchase · The Huntington National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $25K (50%)
- Approval → funding
- 448 days
- Approved
- 5/23/2024
- First disbursed
- 8/14/2025
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $56K
- Est. down payment (10%)
- $6K
- Est. cash at closing
- $7K
- Monthly payment
- $668
- Annual debt service
- $8K
- Cash flow needed (1.25×)
- $10K
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 Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
- MTA Consulting LLC in South Jordan, UT — $500K (2023) · purchase · Capital Community Bank
- Program
- 7a General
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 7 days
- Approved
- 3/29/2023
- First disbursed
- 4/5/2023
- 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
- 13
- 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
- $6,677
- Annual debt service
- $80K
- Cash flow needed (1.25×)
- $100K
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 Capital Community Bank · Lender record →
Your business? Claim this record · Request removal
- Witesman Tax Services LLC in Sandy, UT — $1.4M (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 7.47% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 9 days
- Approved
- 8/31/2022
- First disbursed
- 9/9/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 16
- Business age
- Change of Ownership
- Industry
- Offices of Certified Public Accountants
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $158K
- Est. cash at closing
- $217K
- Monthly payment
- $16,833
- Annual debt service
- $202K
- Cash flow needed (1.25×)
- $253K
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
- WASATCH ACCOUNTING SOLUTIONS, LLC in Tooele, UT — $235K (2022) · purchase · Canyon View Federal Credit Union
- Program
- Preferred Lenders Program
- Rate at approval
- 8% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $176K (75%)
- Approval → funding
- 8 days
- Approved
- 9/22/2022
- First disbursed
- 9/30/2022
- Loan status
- Paid in full (4/30/2025)
- 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
- $261K
- Est. down payment (10%)
- $26K
- Est. cash at closing
- $35K
- Monthly payment
- $2,849
- 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 Canyon View Federal Credit Union · 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 Utah project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Utah with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Utah deals. The Huntington National Bank funds the most here. DealRoom is not a lender.
- $626K typical loan
- 6 lenders active in Utah
- 7+ funded Utah deals
- 8 days typical to fund
Buyers buying a offices of certified public accountants in Utah 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.