SBA Lending for Accounting & Tax Professionals

At Thrive Financial Group, we’re committed to aligning our clients with partners who share our values of integrity, clarity, and results. That’s why we recommend United Midwest Savings Bank’s Accounting & Tax Lending Team as a strategic financing resource.

Whether you’re acquiring a new practice, buying out a partner, refinancing existing debt, or expanding operations, United Midwest provides fast, flexible SBA lending tailored for accounting and CPA firms. As a top SBA Preferred Lender (PLP), their streamlined process and deep industry knowledge make them a reliable partner for your long-term success.

Meet the Lending Team

Our clients consistently report exceptional experiences working with:

Shannon Hay
SVP, Commercial Lending
Daniel Lunsford
VP, Commercial Lending
Weston Holley
VP, Commercial Lending

In 2024, United Midwest helped accounting and tax professionals secure over $50 million in SBA loans nationwide—supporting acquisitions, partner buyouts, refinancing, and more.

Why We Refer United Midwest

  • Fast closings with no loan covenants or balloon payments
  • Up to 100% financing for qualified acquisitions and buyouts
  • Nationwide service with personalized support
  • Proven success with Thrive client transactions

Looking to grow, transition, or finance your firm?

We’re proud to connect you with a lending team that puts your goals first.