Upstream Tax Advisors, LLC
Upstream Tax Advisors, LLC is an offices of certified public accountants business in Henderson, KY (NAICS 541211). It was financed with an SBA 7(a) loan for a change of ownership of $1.75 million, approved on January 16, 2026, through Live Oak Banking Company.
SBA 7(a) loan, change of ownership, approved Jan 16, 2026
$1,750,000 approvedLender: Live Oak Banking Company10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $1,750,000
- SBA-guaranteed amount
- $1,312,500 (75% of the approval)
- Lender
- Live Oak Banking Company, Wilmington, NC
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 8.75%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- January 16, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $21,932 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Jan 29, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 14
- Business type
- Corporation
- NAICS
- 541211, Offices of Certified Public Accountants
- Project location
- Henderson County, KY
- SBA district office
- Kentucky District Office
- Congressional district
- KY-01
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 77% 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 Kentucky: $1,988,993.
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.
Is this your company? Claim or correct this listing. See Corrections.