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OUR STORY

This didn't start as a business.
It started as a calling.

Over a decade ago, Shannon Hay began working exclusively in SBA lending for accounting firms. One deal at a time and one relationship at a time, he built something rare: a true specialty within a highly specific niche. From firm acquisitions and partner buyouts to succession planning and debt refinancing, Shannon gained firsthand experience that no textbook could teach, understanding how accounting firms are valued, how deals are structured, and what it really takes to get transactions across the finish line.

More than 500 transactions later, that expertise had grown into a nationwide network of over 6,000 CPA relationships. But along the way, something bigger became clear.

The CPAs Shannon worked with were not just firm owners. They were trusted advisors to thousands of small business owners across the country. Restaurateurs. Dentists. Contractors. Retailers. Business owners who turned to their accountant first when they needed guidance, strategy, or capital.

The trust was already there. The right lending partner was not.

Loans 4 Accountants was built to bridge that gap by combining deep SBA expertise with relationship-driven lending designed specifically for accounting professionals and the clients who rely on them every day.

CPAs are among the most trusted professionals in America. Their clients call them before they call anyone else — when they want to buy a business, expand, refinance, or plan for the future. But most CPAs don't have a reliable, specialized lending partner they can refer those clients to with confidence. 

We built Loans 4 Accountants to be exactly that partner. A team of SBA specialists who understand the accounting world, speak the language, and close deals, so CPAs can be the hero for their clients without ever having to navigate the lending process themselves.

THE MISSION

Built by lending professionals who believe great financing changes lives — we are the bridge between a CPA's trust and their client's next chapter, empowering the next generation of lenders to grow with experience behind them and purpose ahead.

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OUR PROMISE

To every CPA who refers a client, we will treat that client like they are our most important relationship. Because they are.

To every borrower we work with, we will be honest, responsive, and relentless in finding you the right financing solution.

To every broker, attorney, and consultant who trusts us with their deal, we will close.

And to the team we are building, we are investing in your growth the same way we invest in our clients. With experience behind you and opportunity ahead.

Let’s Build Something Together.

Whether you work with business owners, investors, or growing companies, we would love to explore how we can support your clients and strengthen your network.

Financing Solutions

Built for Accountants. Structured for the Clients They Serve.

Loans 4 Accountants provides strategic SBA financing solutions for accounting professionals and business owners nationwide. From acquisitions and partner buyouts to working capital and commercial real estate, our team delivers relationship-driven financing built around long-term growth.

OUR TEAM

The People Behind the Deals

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Shannon Hay

Chief Executive Officer (CEO)

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Daniel Lunsford

Lending Specialist

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Weston Holley

Lending Specialist

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