Shannon Hay

I am passionate about helping accounting and tax professionals nationwide secure the financing they need to grow, acquire, or expand their firms. With experience in over 400+ accounting firm acquisitions, I have a deep understanding of firm valuation, deal structuring, and successfully closing transactions.

At United Midwest Savings Bank, I focus exclusively on SBA and commercial lending for accounting firms, offering tailored financing solutions for:

✔️ First-time acquisitions

✔️ Firm expansions

✔️ Partner buyouts

✔️ Working capital

✔️ Real estate purchases

✔️ Debt consolidation

I take a relationship-driven approach, working closely with CPAs, EAs, investors, brokers, attorneys, and consultants to navigate the lending process efficiently and strategically. My goal is to simplify financing and provide fast, flexible, and competitive loan solutions that help my clients achieve their business objectives.

Let’s connect—whether you’re planning your first acquisition or looking to scale your firm, I’d love to help you succeed.

📩 [email protected] | 📞 614-648-9199