Yaeger Advisory Services and Tax, LLC
Yaeger Advisory Services and Tax, LLC is a tax preparation services business in Madison, WI, in the NAICS 541213 industry. The company was financed with an SBA 7(a) loan for a change of ownership of $1.665 million from Oak Bank, with approval dated January 7, 2026.
SBA 7(a) loan, change of ownership, approved Jan 7, 2026
$1,665,000 approvedLender: Oak Bank10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $1,665,000
- SBA-guaranteed amount
- $1,248,750 (75% of the approval)
- Lender
- Oak Bank, Fitchburg, WI
- Processing method
- Standard 7(a): the lender submits the application for SBA review
- Initial interest rate
- 8%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- January 7, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $20,201 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Jan 14, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 15
- Business type
- Corporation
- NAICS
- 541213, Tax Preparation Services
- Project location
- Dane County, WI
- SBA district office
- Wisconsin District Office
- Congressional district
- WI-02
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 87% of acquisition loans in Tax Preparation Services on this site.
- Average acquisition loan in Tax Preparation Services: $1,139,170.
- Average acquisition loan in Wisconsin: $1,729,230.
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.
Same industry in Wisconsin
- Pullen Accounting & Tax Prep Inc, De Pere