Tax Preparation Services: SBA acquisition lenders
107 SBA 7(a) loans financed acquisitions classified as Tax Preparation Services nationwide, FY2024–FY2026. Ranked lenders, loan sizes, rates and state-by-state activity.
- Acquisitions financed
- 107
- Total approved
- $78.7M
- Median loan
- $500K
- Middle half of loans
- $244K to $907K
- Median starting rate
- 9.50%
- Median term
- 10 yrs
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Lenders financing the most acquisitions in this industry
| # | Lender | Loans | Share | Median loan | Total approved |
|---|---|---|---|---|---|
| 1 | Live Oak Banking Company | 27 | 25% | $500K | $15.7M |
| 2 | The Huntington National Bank | 23 | 21% | $279K | $13.2M |
| 3 | United Midwest Savings Bank National Association | 17 | 16% | $473K | $11.9M |
| 4 | Pathward National Association | 5 | 5% | $3.4M | $14.5M |
| 5 | First Business Bank | 2 | 2% | $890K | $1.8M |
| 6 | Celtic Bank Corporation | 2 | 2% | $873K | $1.7M |
| 7 | US Metro Bank | 2 | 2% | $720K | $1.4M |
| 8 | Gesa CU | 2 | 2% | $578K | $1.2M |
| 9 | Rockland Trust Company | 2 | 2% | $428K | $855K |
| 10 | U.S. Bank, National Association | 2 | 2% | $237K | $473K |
| 11 | Meridian Bank | 1 | 1% | $2.1M | $2.1M |
| 12 | Oak Bank | 1 | 1% | $1.7M | $1.7M |
| 13 | Oconee State Bank | 1 | 1% | $1.5M | $1.5M |
| 14 | Valley National Bank | 1 | 1% | $1.2M | $1.2M |
| 15 | PNC Bank, National Association | 1 | 1% | $1.1M | $1.1M |
Activity by state
| State | Loans | Median loan | Total approved |
|---|---|---|---|
| California | 24 | $510K | $13.5M |
| Florida | 21 | $744K | $18.0M |
| Washington | 6 | $720K | $6.6M |
| Pennsylvania | 6 | $354K | $2.0M |
| Ohio | 5 | $560K | $3.5M |
| Oregon | 5 | $675K | $2.8M |
| Texas | 4 | $1.0M | $7.6M |
| Arizona | 4 | $340K | $2.1M |
| New York | 4 | $448K | $1.7M |
| Minnesota | 4 | $226K | $1.3M |
| Virginia | 3 | $1.5M | $6.7M |
| Georgia | 3 | $1.2M | $3.1M |
| Wisconsin | 3 | $640K | $2.5M |
| North Carolina | 3 | $440K | $1.2M |
| Tennessee | 2 | $1.3M | $2.6M |
| Massachusetts | 2 | $428K | $855K |
| Missouri | 2 | $397K | $794K |
| New Jersey | 2 | $277K | $554K |
| Maryland | 2 | $160K | $320K |
| Nevada | 1 | $904K | $904K |
| Illinois | 1 | $20K | $20K |