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The Legacy CPA Firm, LLC

Knoxville, TN · Offices of Certified Public Accountants · NAICS 541211

The Legacy CPA Firm, LLC, located in Knoxville, Tennessee, operates in the offices of certified public accountants industry (NAICS 541211). The business was financed with an SBA 7(a) loan for a change of ownership totaling $855,000, approved on August 24, 2026, by Firstrust Savings Bank. The loan records list 6 jobs.

SBA 7(a) loan, change of ownership, approved Aug 24, 2026

$855,000 approvedLender: Firstrust Savings Bank10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$855,000
SBA-guaranteed amount
$641,250 (75% of the approval)
Lender
Firstrust Savings Bank, Conshohocken, PA
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
8.75%, variable
Term
10 years (120 months)
Estimated maturity
August 24, 2036 (estimated, approval date plus term)
Estimated monthly payment
$10,715 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Aug 31, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
6
Business type
Corporation
NAICS
541211, Offices of Certified Public Accountants
Project location
Knox County, TN
SBA district office
Tennessee District Office
Congressional district
TN-02
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 29% of acquisition loans in Offices of Certified Public Accountants on this site.
  • Average acquisition loan in Offices of Certified Public Accountants: $1,327,217.
  • Average acquisition loan in Tennessee: $1,738,925.

Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.

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Same industry in Tennessee