Seeking SBA Debt Partner for CPA / Tax Firm Acquisition

searcher profile

November 04, 2025

by a searcher from Claremont McKenna College in New York, NY, USA

I’m currently pursuing an acquisition of a CPA / Tax advisory firm meeting the following metrics: -~$1M+ revenue -~$500K EBITDA -Target purchase price within 3.0–3.4x multiple range Deal Overview: -Strong cash-flowing, recurring-revenue business -Conservative leverage assumptions -I will contribute 5–15% down payment from personal + investor capital -Target closing window: 30–45 days Looking for a lender or debt partner experienced with SBA 7(a) or 504 structures for professional services acquisitions. If you’re an SBA lender or have a preferred referral, please reach out — we’re ready to move forward immediately.
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Reply by a lender
from Chapman University in Denver, CO, USA
Hey Tyler, we've funded quite a few of these over the years and I also have a number of partners who specialize in these transactions. Shoot me a line when you have a moment, happy to assist! redacted
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Reply by a searcher
from University of Denver in Boston, MA, USA
I've done a few accounting acquisitions and we can help with financial due dligence and operational diligence. I can also recommend lenders that do accounting deals. I'll send a DM.
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