Lender intelligence
Financing a offices of certified public accountants acquisition in Wisconsin
The SBA 7(a) lenders funding the most offices of certified public accountants acquisitions in Wisconsin, 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 · Wisconsin
Ranked by funded offices of certified public accountants acquisitions in Wisconsin. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.116 loans · $120M · Evansville, INFull record →
- 2.5 loans · $2M · Hager City, WIFull record →
- 3.6 loans · $5M · Fitchburg, WIFull record →
- 4.9 loans · $10M · Waukesha, WIFull record →
- 5.31 loans · $11M · Green Bay, WIFull record →
- 6.2 loans · $0M · Marinette, WIFull record →
9+ funded Offices of Certified Public Accountants in Wisconsin 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.
- Yaeger RSA, LLC, a Delaware limited liability company in Brookfield, WI — $1.2M (2025) · purchase · Oak Bank
- Program
- 7a General
- Rate at approval
- 8.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $891K (75%)
- Approval → funding
- 99 days
- Approved
- 1/8/2025
- First disbursed
- 4/17/2025
- 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
- $1.3M
- Est. down payment (10%)
- $132K
- Est. cash at closing
- $181K
- Monthly payment
- $14,889
- Annual debt service
- $179K
- Cash flow needed (1.25×)
- $223K
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 Oak Bank · Lender record →
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- Aspire Accounting LLC in West Bend, WI — $990K (2025) · purchase · Waukesha State Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $743K (75%)
- Approval → funding
- 46 days
- Approved
- 12/23/2024
- First disbursed
- 2/7/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- 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
- $1.1M
- Est. down payment (10%)
- $110K
- Est. cash at closing
- $151K
- Monthly payment
- $11,881
- Annual debt service
- $143K
- Cash flow needed (1.25×)
- $178K
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 Waukesha State Bank · Lender record →
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- DORNER CPA, LLC in Green Bay, WI — $546K (2025) · purchase · Old National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $409K (75%)
- Approval → funding
- 7 days
- Approved
- 1/14/2025
- First disbursed
- 1/21/2025
- Loan status
- Current
- 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
- $607K
- Est. down payment (10%)
- $61K
- Est. cash at closing
- $81K
- Monthly payment
- $6,480
- Annual debt service
- $78K
- Cash flow needed (1.25×)
- $97K
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 Old National Bank · Lender record →
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- DORNER CPA, LLC in Green Bay, WI — $75K (2025) · purchase · Old National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $38K (50%)
- Approved
- 1/14/2025
- Loan status
- Committed
- Loan type
- Revolving line
- 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
- $83K
- Est. down payment (10%)
- $8K
- Est. cash at closing
- $11K
- Monthly payment
- $930
- Annual debt service
- $11K
- Cash flow needed (1.25×)
- $14K
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 Old National Bank · Lender record →
Your business? Claim this record · Request removal
- Butler Tax Advisors LLC in Hudson, WI — $50K (2025) · purchase · Hiawatha National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 8% variable
- Term
- 12 mo (1 yrs)
- SBA guaranteed
- $25K (50%)
- Approved
- 7/25/2025
- Loan status
- Committed
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- 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
- $4,349
- Annual debt service
- $52K
- Cash flow needed (1.25×)
- $65K
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 Hiawatha National Bank · Lender record →
Your business? Claim this record · Request removal
- Butler Tax Advisors LLC in Hudson, WI — $25K (2025) · purchase · Hiawatha National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 7.5% fixed
- Term
- 60 mo (5 yrs)
- SBA guaranteed
- $13K (50%)
- Approval → funding
- 14 days
- Approved
- 7/25/2025
- First disbursed
- 8/8/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- 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
- $501
- Annual debt service
- $6K
- Cash flow needed (1.25×)
- $8K
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 Hiawatha National Bank · Lender record →
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- Peterson and Associates, LLC in Neenah, WI — $132K (2021) · purchase · Nicolet National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $119K (90%)
- Approval → funding
- 17 days
- Approved
- 5/10/2021
- First disbursed
- 5/27/2021
- Loan status
- Current
- 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
- $147K
- Est. down payment (10%)
- $15K
- Est. cash at closing
- $19K
- Monthly payment
- $1,368
- Annual debt service
- $16K
- Cash flow needed (1.25×)
- $21K
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 Nicolet National Bank · Lender record →
Your business? Claim this record · Request removal
- DJC Tax & Accounting, LLC in Jefferson, WI — $887K (2020) · purchase · PremierBank
- Program
- 7a General
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $666K (75%)
- Approval → funding
- 57 days
- Approved
- 11/4/2019
- First disbursed
- 12/31/2019
- 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
- $986K
- Est. down payment (10%)
- $99K
- Est. cash at closing
- $135K
- Monthly payment
- $9,741
- Annual debt service
- $117K
- Cash flow needed (1.25×)
- $146K
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 PremierBank
Your business? Claim this record · Request removal
- Unger, Walters & Stauss, S.C. in Marinette, WI — $124K (2020) · purchase · The Stephenson National Bank and Trust
- Program
- 7a General
- Rate at approval
- 4.5% variable
- Term
- 35 months
- SBA guaranteed
- $106K (85%)
- Approval → funding
- 14 days
- Approved
- 9/16/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (9/30/2023)
- 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
- $138K
- Est. down payment (10%)
- $14K
- Est. cash at closing
- $18K
- Monthly payment
- $3,796
- Annual debt service
- $46K
- Cash flow needed (1.25×)
- $57K
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 Stephenson National Bank and Trust · 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 Wisconsin project address.
Agent summary
How to finance a offices of certified public accountants acquisition in Wisconsin with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Wisconsin deals. Old National Bank funds the most here. DealRoom is not a lender.
- $626K typical loan
- 7 lenders active in Wisconsin
- 9+ funded Wisconsin deals
- 17 days typical to fund
Buyers buying a offices of certified public accountants in Wisconsin 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.