CLOSED FOR VETERANS DAY: We will be closed on Tuesday, November 11, 2025, in observance of Veterans Day. We will reopen on Wednesday, November 12, for normal business hours. Banking services are available 24/7 through our online banking, mobile app, and ATMs.
At United Midwest Savings Bank, accounting and tax firm financing isn’t just something we do — it’s a core focus. We’re proud to be one of the top SBA lenders in the nation. In the past several years, our team has closed over $400 million in loans specifically for accounting and tax professionals.
Whether you're acquiring a CPA firm, expanding your footprint, or refinancing for better terms, our SBA lending team offers a smooth, fast, and efficient loan process tailored for professionals like you. Our team has decades of combined experience and works exclusively with accounting and tax clients.
We've helped firms across the country secure the financing they need to grow, expand, transition, and thrive. Let our specialized team help you finance your next chapter — with confidence.
Episode 2: In this episode of The General Ledger, Shannon Hay, Senior Vice President at United Midwest Savings Bank, welcomes Troy Patton of Patton and Associates for an in-depth discussion on firm valuations and their critical role in today’s accounting industry.
Together, they break down the factors that influence valuations, common challenges CPA firms face, and strategies to maximize value before a sale or transition. Key topics include:
Troy draws from decades of experience providing 20–25 valuations per month nationwide, ranging from estate planning and divorce to buy-sell agreements and litigation support. Shannon provides perspective from the SBA lending side, connecting valuations to financing strategy and firm growth.
Whether you’re a CPA, an EA, a firm owner planning succession, or a buyer navigating today’s market, this conversation offers practical insights into why valuations matter and how to approach them strategically.
 
 
    As the exclusive lending sponsor of Accounting Practice Exchange, we’re the trusted financing partner for buyers and sellers nationwide. Explore the partnership and see how we streamline the path from listing to ownership.
- Loren Fogelman, Business Success Solution
- Sara C. Sharp, SK&S Law Group LLP
- Anton P. MBA, CPA, EA
- Ryan