Acquisition Lender Index

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Tax Preparation Services: SBA acquisition loans in Washington

6 SBA-financed business acquisitions in Washington classified as Tax Preparation Services, FY2024–FY2026. Median loan $720K. See which lenders did them.

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

Acquisitions financed
6
Total approved
$6.6M
Median loan
$720K
Middle half of loans
$386K to $1.2M
Median starting rate
9.25%
Median term
10 yrs

How to interpret this profile and build a shortlist →

Small sample. This local profile has 6 recorded approvals in FY2024–FY2026. For a broader comparison, open the Washington state profile or the national industry profile.

Lenders that financed these deals

#LenderLoansShareMedian loanTotal approved
1 Pathward National Association 233%$1.8M$3.6M
2 Live Oak Banking Company 233%$788K$1.6M
3 US Metro Bank 233%$720K$1.4M

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, $1.3M
FY20191 loans, $171K
FY20201 loans, $246K
FY20232 loans, $3.8M
FY20254 loans, $3.0M
FY20262 loans, $3.6M

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.