Lender intelligence
Financing a tax preparation services acquisition in Tennessee
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Tennessee, 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 · Tennessee
Ranked by funded tax preparation services acquisitions in Tennessee. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.575 loans · $220M · De Graff, OHFull record →
- 2.24 loans · $17M · Wayne, PAFull record →
- 3.20 loans · $8M · Saint Petersburg, FLFull record →
3+ funded Tax Preparation Services in Tennessee 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.
- Alden Street Advisory LLC in Maryville, TN — $473K (2026) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $355K (75%)
- Approval → funding
- 8 days
- Approved
- 1/22/2026
- First disbursed
- 1/30/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $526K
- Est. down payment (10%)
- $53K
- Est. cash at closing
- $70K
- Monthly payment
- $6,056
- Annual debt service
- $73K
- Cash flow needed (1.25×)
- $91K
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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- Accounting Professionals Network Inc. in Nashville, TN — $2.1M (2025) · purchase · Meridian Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 25 days
- Approved
- 11/7/2024
- First disbursed
- 12/2/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 31
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $2.4M
- Est. down payment (10%)
- $239K
- Est. cash at closing
- $329K
- Monthly payment
- $27,820
- Annual debt service
- $334K
- Cash flow needed (1.25×)
- $417K
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 Meridian Bank · Lender record →
Your business? Claim this record · Request removal
- Padgett Advisors of Middle Tennessee Inc in Old Hickory, TN — $410K (2022) · purchase · BayFirst National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $308K (75%)
- Approval → funding
- 9 days
- Approved
- 9/24/2022
- First disbursed
- 10/3/2022
- Loan status
- Past due
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $456K
- Est. down payment (10%)
- $46K
- Est. cash at closing
- $61K
- Monthly payment
- $5,083
- 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 BayFirst National Bank · Lender record →
Your business? Claim this record · Request removal
Financing a tax preparation services deal in Tennessee? Start with the right lender
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to tax preparation services businesses with a Tennessee project address.
Agent summary
How to finance a tax preparation services acquisition in Tennessee with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Tennessee deals. United Midwest Savings Bank National Association funds the most here. DealRoom is not a lender.
- $362K typical loan
- 3 lenders active in Tennessee
- 3+ funded Tennessee deals
- 9 days typical to fund
Buyers buying a tax preparation services in Tennessee 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.