Lender intelligence
Financing a other accounting services acquisition in New York
The SBA 7(a) lenders funding the most other accounting services 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 other accounting services · New York
Ranked by funded other accounting services acquisitions in New York. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,927 loans · $207M · Buffalo, NYFull record →
- 2.19 loans · $5M · Roseville, CAFull record →
9+ funded Other Accounting Services 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.
- Cavaco Management Group, Ltd. in Horseheads, NY — $420K (2025) · purchase · Manufacturers and Traders Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $315K (75%)
- Approval → funding
- 149 days
- Approved
- 6/9/2025
- First disbursed
- 11/5/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $467K
- Est. down payment (10%)
- $47K
- Est. cash at closing
- $62K
- Monthly payment
- $5,096
- Annual debt service
- $61K
- Cash flow needed (1.25×)
- $76K
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 →
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- Cavaco Management Grp in Horseheads, NY — $75K (2025) · purchase · Manufacturers and Traders Trust Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $38K (50%)
- Approval → funding
- 201 days
- Approved
- 6/13/2025
- First disbursed
- 12/31/2025
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
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 Manufacturers and Traders Trust Company · Lender record →
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- JLCP HOLDINGS INC in Clarence, NY — $306K (2024) · purchase · Five Star Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $153K (50%)
- Approval → funding
- 15 days
- Approved
- 10/26/2023
- First disbursed
- 11/10/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $340K
- Est. down payment (10%)
- $34K
- Est. cash at closing
- $45K
- Monthly payment
- $4,002
- Annual debt service
- $48K
- Cash flow needed (1.25×)
- $60K
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 Five Star Bank · Lender record →
Your business? Claim this record · Request removal
- Utility Reduction Consultants in Bellmore, NY — $2.5M (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.3M (90%)
- Approval → funding
- 21 days
- Approved
- 8/6/2021
- First disbursed
- 8/27/2021
- Loan status
- Paid in full (7/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $2.8M
- Est. down payment (10%)
- $279K
- Est. cash at closing
- $384K
- Monthly payment
- $27,844
- Annual debt service
- $334K
- Cash flow needed (1.25×)
- $418K
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
- Thomson Accountants and Advisors Inc in Troy, NY — $750K (2021) · purchase · Citizens Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $562K (75%)
- Approval → funding
- 0 days
- Approved
- 12/23/2020
- First disbursed
- 12/23/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $833K
- Est. down payment (10%)
- $83K
- Est. cash at closing
- $114K
- Monthly payment
- $8,138
- 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 Citizens Bank · Lender record →
Your business? Claim this record · Request removal
- HRY Tax Holdings in Ghent, NY — $542K (2021) · purchase · Busey Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $488K (90%)
- Approved
- 9/1/2021
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $602K
- Est. down payment (10%)
- $60K
- Est. cash at closing
- $81K
- Monthly payment
- $5,949
- Annual debt service
- $71K
- Cash flow needed (1.25×)
- $89K
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 Busey Bank · Lender record →
Your business? Claim this record · Request removal
- DALLE Accounting and Cash Management Inc. in Watervliet, NY — $500K (2021) · purchase · Beacon Bank and Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 1.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $450K (90%)
- Approval → funding
- 17 days
- Approved
- 9/13/2021
- First disbursed
- 9/30/2021
- Loan status
- Paid in full (7/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 26
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $4,490
- 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 Beacon Bank and Trust · Lender record →
Your business? Claim this record · Request removal
- Kevin T. Kelly, J.D. E.A. Inc. in Brooklyn, NY — $486K (2021) · purchase · Citizens Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $437K (90%)
- Approval → funding
- 23 days
- Approved
- 2/2/2021
- First disbursed
- 2/25/2021
- 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
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $540K
- Est. down payment (10%)
- $54K
- Est. cash at closing
- $72K
- Monthly payment
- $5,274
- Annual debt service
- $63K
- Cash flow needed (1.25×)
- $79K
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 Citizens Bank · Lender record →
Your business? Claim this record · Request removal
- R BRADT & ASSOCIATES LLC in North Tonawanda, NY — $280K (2020) · purchase · Northwest Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $140K (50%)
- Approved
- 5/4/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $311K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $42K
- Monthly payment
- $2,936
- 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 Northwest 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 other accounting services businesses with a New York project address.
Agent summary
How to finance a other accounting services 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. Manufacturers and Traders Trust Company funds the most here. DealRoom is not a lender.
- $365K typical loan
- 7 lenders active in New York
- 9+ funded New York deals
- 23 days typical to fund
Buyers buying a other accounting services 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.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
- Sources: