Helping you grow

As a CPA or Tax Professional, it is your mission to help your clients position themselves for financial success while navigating a complex regulatory landscape. Of course, your goal is the same for your business. Live Oak Bank is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions.

Our dedicated accounting and tax lending team understands your business, and are eager to work with you to accomplish your goals. Since Live Oak’s founding in 2008, we have been laser-focused on helping small businesses grow – which is why we are proud to say that today, we are the nation’s second largest small business lender under the SBA loan programs.

Whether you are buying, building, or simply growing your business, our loan officers will help you navigate the many financing options available to you and your firm. Like you do for your clients, let Live Oak help position your business for financial success!

We're ready when you are

EXPERIENCE THE LIVE OAK ADVANTAGE

Loan Features:

  • Extensive Financing Options: Competitive rates, flexible equity requirements, no financial covenants and no prepayment penalties for loan terms under 15 years.
  • Flexible Terms: Up to 10 years for business purposes and 25 years for real estate.
  • Loan Amounts: Live Oak can fund loans starting at $75,000 up to $7.5 million, with an expedited process for amounts up to $350,000.
  • Competitive Rates: We’re an FDIC insured bank, with real bank rates. Our rates are priced competitively for cash flow dependent transactions.
  • Speed: Industry-focused accounting and tax lending team handles your loan from application to approval in as few as 10 days.
  • Technology: We think technology should enable people, not replace them. Live Oak Portal technology simplifies the loan process from application through funding, with real-time transparency so our customers know what’s happening through every step.

Use Funds For:

  • Mergers and acquisitions
  • Succession and perpetuation
  • Tuck-in and recruitment
  • Refinancing existing debt (including seller notes)
  • Working capital
  • Commercial real estate
  • Leasehold improvements
  • Construction – all 50 states

Our Accounting & Tax Lending Team

  • Jason Lumpkin
    General Manager - Emerging Markets

    Email Jason | 910.796.1660

  • Shannon Hay
    Senior Loan Officer

    Email Shannon | 910.550.1403