Live Oak Bank – Experts in Financing for Accounting and Tax Professionals

Whitman Business Advisors is pleased to announce a financing program with Live Oak Bank that enables you to borrow funds between $75,000 and $5 million to purchase an accounting or tax practice. Live Oak specializes in lending to accounting and tax firms with a competitive loan product, a dedicated accounting and tax lending team and the commitment to make quick loan decisions.

Experience the Live Oak Bank Difference

  • Extensive Financing Options: Competitive rates, flexible equity requirements, no financial covenants and no prepayment penalties for loan terms under 15 years.
  • Flexible Terms: Up to 10 years for business purposes and 25 years for real estate.
  • Loan Amounts: Live Oak can fund loans starting at $75,000 up to $5 million.
  • Speed: As an SBA Preferred Lending Partner we make decisions quickly. We offer an efficient and transparent process.
  • Technology: Technology-based lending platform streamlines the process with minimal paperwork.

Whitman Business Advisors' customers have priority service, contact Shannon Hay today.

*This loan program is for Whitman Business Advisors customers only. It is not available to prospects or members of the public. Live Oak Banking Company is a separate entity from Whitman Business Advisors..

By clicking 'Submit' I agree to allow Live Oak Bank to share my contact information and loan application status with Whitman Business Advisors, should I choose to apply for a loan.*

*The information shared is limited to status only. No other information will be shared.