Lender intelligence
Financing a tax preparation services acquisition in Minnesota
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Minnesota, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in tax preparation services · Minnesota
Ranked by funded tax preparation services acquisitions in Minnesota. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.2,539 loans · $965M · Columbus, OHFull record →
3+ funded Tax Preparation Services in Minnesota 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.
- BLACK CAT FINANCIAL MANAGEMENT SOLUTIONS LTD in Shakopee, MN — $220K (2024) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $165K (75%)
- Approval → funding
- 6 days
- Approved
- 2/10/2024
- First disbursed
- 2/16/2024
- Loan status
- Paid in full (1/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $244K
- Est. down payment (10%)
- $24K
- Est. cash at closing
- $33K
- Monthly payment
- $3,062
- Annual debt service
- $37K
- Cash flow needed (1.25×)
- $46K
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
- BLACK CAT FINANCIAL MANAGEMENT SOLUTIONS LTD in Shakopee, MN — $15K (2024) · purchase · The Huntington National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $8K (50%)
- Approved
- 2/10/2024
- Loan status
- Cancelled
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $17K
- Est. down payment (10%)
- $2K
- Est. cash at closing
- $2K
- Monthly payment
- $209
- Annual debt service
- $3K
- Cash flow needed (1.25×)
- $3K
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
- TDM Tax Service Inc in Saint Paul, MN — $692K (2021) · purchase · Frandsen Bank and Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $623K (90%)
- Approval → funding
- 4 days
- Approved
- 1/14/2021
- First disbursed
- 1/18/2021
- 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
- 14
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $769K
- Est. down payment (10%)
- $77K
- Est. cash at closing
- $103K
- Monthly payment
- $7,683
- Annual debt service
- $92K
- Cash flow needed (1.25×)
- $115K
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 Frandsen Bank and Trust · Lender record →
Your business? Claim this record · Request removal
Financing a tax preparation services deal in Minnesota? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to tax preparation services businesses with a Minnesota project address.
Agent summary
How to finance a tax preparation services acquisition in Minnesota with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Minnesota deals. The Huntington National Bank funds the most here. DealRoom is not a lender.
- $362K typical loan
- 2 lenders active in Minnesota
- 3+ funded Minnesota deals
- 6 days typical to fund
Buyers buying a tax preparation services in Minnesota 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: