Shannon Hay

SVP-SBA Commercial Lender for Accounting and Tax professionals nationwide at United Midwest Savings Bank, 7a loans up to $5mm efficiently

[AcctPracticeExchange @AcctPracticeEx]

New Listing - TX - DFW Metroplex

CPA firm for sale. Annual gross $839k.

Details: https://t.co/LynfHq1MDJ

#tax #AICPA #accounting #acquisition #cpa #CFO #TX #Texas #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

[AcctPracticeExchange @AcctPracticeEx]

New Listing - FL - Northern Palm Beach County

Tax & accounting firm for sale. Annual gross $1.06m

Details: https://t.co/CsUJXFyfga

#tax #AICPA #accounting #acquisition #cpa #CFO #FL #Florida #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews

[AcctPracticeExchange @AcctPracticeEx]

New Listing - FL - Central Florida

CPA firm for sale. Annual gross 580k.

Details: https://t.co/2mbtFcU4S9

#tax #AICPA #accounting #acquisition #cpa #CFO #FL #Florida #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews

[Shannon Hay @SHaySBA]

@SMB_Attorney LFG! Give till it hurts...its worth it.

[Mom @mom_agency_]

Claude's first day at Dunder Mifflin

[AcctPracticeExchange @AcctPracticeEx]

New Listing - AZ - Scottsdale

CPA firm for sale. Annual gross $1.64m

Details: https://t.co/nXlkUs6kRe

#tax #AICPA #accounting #acquisition #cpa #CFO #AZ #Arizona #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews

[AcctPracticeExchange @AcctPracticeEx]

New Listing - GA - Atlanta

Bookkeeping, tax & outsourced CFO firm for sale. Annual gross $1m

Details: https://t.co/lyZQOWKBPH

#tax #AICPA #accounting #acquisition #cpa #CFO #GA #Georgia #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

[AcctPracticeExchange @AcctPracticeEx]

New Listing - SC - Myrtle Beach

Practice for sale. Annual gross $436k.

Details: https://t.co/dsl7Oy1js8

#tax #AICPA #accounting #acquisition #cpa #CFO #SC #SouthCarolina #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

[AcctPracticeExchange @AcctPracticeEx]

New Listing - VT - Manchester 

Practice for sale. Annual gross $490k.

Details: https://t.co/HfHwCWFf06

#tax #AICPA #accounting #acquisition #cpa #CFO #VT #Vermont #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

[AcctPracticeExchange @AcctPracticeEx]

New Listing - NJ - West Essex

Practice for sale. Annual gross $968k.

Details: https://t.co/Oqj95rHeMY

#tax #AICPA #accounting #acquisition #cpa #CFO #NJ #NewJersey #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

[SMB Attorney @SMB_Attorney]

The U.S. small business market did $7.95 billion in transactions last year.

Median sale price: $350,000
Median cash flow: $158,950
Median revenue: $703,000

Buy a business doing $158K in cash flow for $350K is what the numbers say.

With 10% down and SBA financing, that's $35,000 out of pocket.

You guys hate these transactions, but this is the real economy...

[AcctPracticeExchange @AcctPracticeEx]

New Listing - CA - Los Angeles - Wilshire

CPA firm for sale. Annual gross $2.6m

Details: https://t.co/oY1AmUCcYq

#tax #AICPA #accounting #acquisition #cpa #CFO #CA #California #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

[Clint Fiore 🦬 DM for Biz Deals @ClintFiore]

Another CPA firm (<5M EBITDA) just got an IOI at 12X. 80% cash at close.

Twitter still in disbelief. They didn't believe me last time when one sold at 10X and won't believe it again this time at 12X.

Meanwhile, if you have a firm that's dialed in and doing 7-figures of EBITDA, let me know if you want to sell!

I know who is paying.

[AcctPracticeExchange @AcctPracticeEx]

New Listing - TX - Sugar Land

Practice for sale. Annual gross $782k

Details: https://t.co/8r0sTywXVu

#tax #AICPA #accounting #acquisition #cpa #CFO #TX #Texas #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

[AcctPracticeExchange @AcctPracticeEx]

New Listing - FL - Naples

CPA practice for sale. Annual gross $300k

Details: https://t.co/AEJYTlyie8

#tax #AICPA #accounting #acquisition #cpa #CFO #FL #Florida #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews

[AcctPracticeExchange @AcctPracticeEx]

New Listing - MO - Kansas City

Sale of ~70% equity in a CPA-led accounting and advisory firm. Annual gross $956k

Details: https://t.co/oYtOkUsjLU

#tax #AICPA #accounting #acquisition #cpa #CFO #MO #Missouri #finance #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews

[SMB Attorney @SMB_Attorney]

&gt; Experience
&gt; Strategy
&gt; Ability to negotiate
&gt; Judgement
&gt; Relationships

This is what people will still pay for in 2030.

[Heather Endresen @EndresenHeather]

Acquisition entrepreneurs spend hours, days, even weeks trying to figure out if a deal will qualify for an SBA loan.

⏲️Time is the scarcest resource in a search.

Here are 5 simple qualifying questions that will tell you very quickly if a deal is "generally" SBA financable:

1⃣Total debt / EBITDA < 3.75x (of adj EBITDA)

2️⃣ Buyer can bring ≥10% cash equity

3️⃣ No customer >20% of revenue

4️⃣ Revenue & adjusted margins flat or growing (not declining or highly inconsistent)

5️⃣ No major structural issues:

• highly seasonal
• seller too critical / not transferable
• significant industry headwinds
• technical industry, but buyer resume doesn't fit

If a deal fails 2–3 of these, it will usually struggle with SBA lenders.

[AcctPracticeExchange @AcctPracticeEx]

New Listing - TX - Odessa

Practice for sale. Annual gross $1.68m

Details: https://t.co/nr1kTn2TXq

#tax #AICPA #accounting #acquisition #cpa #CFO #TX #Texas #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews #bookkeeping

[AcctPracticeExchange @AcctPracticeEx]

New Listing - GA - Atlanta Metro

Hybrid CPA practice for sale. Annual gross $828k @PoeGroupAdvisor

Details: https://t.co/JlR5DvkaYy

#tax #AICPA #accounting #acquisition #cpa #CFO #GA #Georgia #finance #SMB #Entrepreneur #big4 #AcctPracticeEx #merger #AccountingNews