Lender intelligence
Financing a other accounting services acquisition in Utah
The SBA 7(a) lenders funding the most other accounting services 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 other accounting services · Utah
Ranked by funded other accounting services acquisitions in Utah. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.575 loans · $220M · De Graff, OHFull record →
- 2.23 loans · $25M · Chicago, ILFull record →
- 3.36 loans · $51M · Carmel, INFull record →
4+ funded Other Accounting Services 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.
- Proven Financial Services, LLC in Provo, UT — $2.4M (2024) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.8M (75%)
- Approval → funding
- 19 days
- Approved
- 11/11/2023
- First disbursed
- 11/30/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 21
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $2.7M
- Est. down payment (10%)
- $266K
- Est. cash at closing
- $367K
- Monthly payment
- $32,653
- Annual debt service
- $392K
- Cash flow needed (1.25×)
- $490K
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 United Midwest Savings Bank National Association · Lender record →
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- Smart PMC LLC in Orem, UT — $254K (2023) · purchase · First Foundation Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $191K (75%)
- Approval → funding
- 20 days
- Approved
- 5/17/2023
- First disbursed
- 6/6/2023
- 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
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $283K
- Est. down payment (10%)
- $28K
- Est. cash at closing
- $38K
- Monthly payment
- $3,362
- 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 First Foundation Bank
Your business? Claim this record · Request removal
- Charter Business Services Inc. in Ogden, UT — $1.4M (2021) · purchase · Merchants Bank of Indiana
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.3M (90%)
- Approval → funding
- 10 days
- Approved
- 5/28/2021
- First disbursed
- 6/7/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 22
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $156K
- Est. cash at closing
- $213K
- Monthly payment
- $15,543
- Annual debt service
- $187K
- Cash flow needed (1.25×)
- $233K
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 Merchants Bank of Indiana · Lender record →
Your business? Claim this record · Request removal
- Illuminate Holdings LLC in Sandy, UT — $925K (2021) · purchase · CIBC Bank USA
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $694K (75%)
- Approval → funding
- 11 days
- Approved
- 11/20/2020
- First disbursed
- 12/1/2020
- Loan status
- Paid in full (1/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 15
- Business age
- Change of Ownership
- Industry
- Other Accounting Services
If you were the buyer here
- Est. deal size
- $1.0M
- Est. down payment (10%)
- $103K
- Est. cash at closing
- $141K
- Monthly payment
- $10,158
- Annual debt service
- $122K
- Cash flow needed (1.25×)
- $152K
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 CIBC Bank USA · 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 Utah project address.
Agent summary
How to finance a other accounting services 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. United Midwest Savings Bank National Association funds the most here. DealRoom is not a lender.
- $365K typical loan
- 4 lenders active in Utah
- 4+ funded Utah deals
- 19 days typical to fund
Buyers buying a other accounting services 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.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
- Sources: