Acquisition Lender Index

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Tax Preparation Services: SBA acquisition loans in Florida

21 SBA-financed business acquisitions in Florida classified as Tax Preparation Services, FY2024–FY2026. Median loan $744K. See which lenders did them.

SBA 7(a) change-of-ownership approvals · FY2024–FY2026 · Data through September 30, 2026

Acquisitions financed
21
Total approved
$18.0M
Median loan
$744K
Middle half of loans
$150K to $1.2M
Median starting rate
10.00%
Median term
10 yrs

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Lenders that financed these deals

#LenderLoansShareMedian loanTotal approved
1 The Huntington National Bank 1048%$595K$7.9M
2 Live Oak Banking Company 419%$412K$3.1M
3 United Midwest Savings Bank National Association 210%$1.9M$3.8M
4 Valley National Bank 15%$1.2M$1.2M
5 Waukesha State Bank 15%$768K$768K
6 BankUnited, National Association 15%$744K$744K
7 Hancock Whitney Bank 15%$327K$327K
8 Pinnacle Bank 15%$225K$225K

For comparison, the same industry nationwide: 107 loans, median $500K, median starting rate 9.50%. See Tax Preparation Services in every state.

Deals by SBA fiscal year

FY20181 loans, $83K
FY20192 loans, $1.4M
FY20201 loans, $1.6M
FY20212 loans, $3.2M
FY20247 loans, $5.3M
FY202510 loans, $8.0M
FY20264 loans, $4.8M

Reading these numbers

The amount shown is the gross loan approval. A loan can cover costs beyond the purchase, and the public file does not disclose the agreed purchase price or the rest of the financing. The loan-size analysis shows how to compare amounts across markets.