Main Street Registry

New Legacy Financial Inc.

Franklin, IN · Offices of Certified Public Accountants · NAICS 541211

New Legacy Financial Inc. is an accounting firm in Franklin, Indiana, operating in the offices of certified public accountants industry (NAICS 541211). The company was financed with an SBA 7(a) loan for a change of ownership of $1,465,000, approved on September 10, 2025, through United Midwest Savings Bank National Association. The loan is listed with 34 jobs.

SBA 7(a) loan, change of ownership, approved Sep 10, 2025

$1,465,000 approvedLender: United Midwest Savings Bank National Association10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$1,465,000
SBA-guaranteed amount
$1,098,750 (75% of the approval)
Lender
United Midwest Savings Bank National Association, De Graff, OH
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
9.5%, variable
Term
10 years (120 months)
Estimated maturity
September 10, 2035 (estimated, approval date plus term)
Estimated monthly payment
$18,957 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Sep 30, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
34
Business type
Individual
NAICS
541211, Offices of Certified Public Accountants
Project location
Johnson County, IN
SBA district office
Indiana District Office
Congressional district
IN-06
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 66% 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 Indiana: $1,995,900.

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 Indiana