Lender intelligence
Financing a tax preparation services acquisition in Utah
The SBA 7(a) lenders funding the most tax preparation 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 tax preparation services · Utah
Ranked by funded tax preparation services acquisitions in Utah. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.32 loans · $37M · Champaign, ILFull record →
1+ funded Tax Preparation 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.
- The Summit Group LLC in Salt Lake City, UT — $569K (2023) · purchase · Busey Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $427K (75%)
- Approval → funding
- 7 days
- Approved
- 12/5/2022
- First disbursed
- 12/12/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $633K
- Est. down payment (10%)
- $63K
- Est. cash at closing
- $85K
- Monthly payment
- $7,213
- Annual debt service
- $87K
- Cash flow needed (1.25×)
- $108K
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 →
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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 Utah project address.
Agent summary
How to finance a tax preparation 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. Busey Bank funds the most here. DealRoom is not a lender.
- $362K typical loan
- 1 lenders active in Utah
- 1+ funded Utah deals
- 7 days typical to fund
Buyers buying a tax preparation 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 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.