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Professional Services Loans

Grow your professional services firm with access to capital

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See If You Pre-Qualify for an SBA Professional Services Loan in 3 Minutes

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SBA Loan for Professional Services Businesses

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Top 5 SBA franchise loan lender*

+$600 million franchise loans funded

+$2 billion in SBA loans since 2020

+2,000 SBA loans funded since 2020

Rent, expenses, and client delays reveal the true cost of professional services

Running a professional licensed services business, like a law firm, tax accounting agency or insurance agency, comes with its fair share of financial challenges. High overhead costs, including rent, staffing, and mandatory licensing fees, can put a serious strain on cash flow. Then there’s the waiting game—delayed payments from clients or insurance companies can make managing expenses feel like a balancing act. Add in the pressure to stay competitive with marketing and technology upgrades, and it’s easy to see how the financial strain builds. For many, it’s a constant challenge to keep everything running smoothly without feeling overwhelmed.

SBA Loan for Professional Services Businesses

Professional services face high costs, but targeted solutions are driving growth

Licensed professionals, like attorneys, tax accountants and insurance agents, face plenty of financial hurdles, but the good news is professional services are growing, and businesses can be poised to take advantage of it by:

  1. Streamline operations: Automating routine tasks, like billing and client communications, frees up your time to focus on higher-value work. It also can reduce overhead costs associated with administrative support.
  2. Invest in technology: The professional services sector is projected to grow by 5.2% in the next 5 years and staying competitive means embracing new technology. Investing in cutting-edge tech, like practice management software, can help you ride this wave.

To achieve these goals, you’ll need access to capital—and that’s where SBA loans come in. The SBA 7a loan can be used for everything from hiring staff to purchasing new equipment, and with repayment terms up to 10 years, it’s designed to support your long-term growth. If you’re eyeing an expansion or need funds to smooth your cash flow, the SBA 504 loan is another option, particularly if you’re looking to invest in real estate.

At First Bank of the Lake, we specialize in helping professionals secure the SBA funding they need. With more than $1.1 billion in SBA loans provided to small businesses, we have the expertise to guide you through the process and ensure you get the right loan for your business.

Real business owners. Real results.

Woof Gang Bakery SBA Loan Case Study

After years in HR, Kasia followed her passion for animals and, with a $345K SBA loan from First Bank of the Lake, quickly launched her Woof Gang Bakery & Grooming franchise — already nearing breakeven just months in.

Tint World SBA Loan Case Study

After losing his wife, a friend, and his life savings, Dan Billings reinvented his life with a Tint World franchise — and with guidance and an SBA loan from First Bank of the Lake, his business is thriving and he’s already eyeing a second location.

Lifetime Green Coatings SBA Loan Case Study

Father and son duo Barry and Parker Norfleet launched six Lifetime Green Coatings franchises with a $400K SBA loan from First Bank of the Lake — quickly setting up operations and nearly breaking even within just three months.

What Our Customers Say

Google Customer Reviews
First Bank of the Lake Reviews - Google Stars

Gave Me the Confidence I Needed

Huge thanks to Tammy and Brandi. Tammy was my first point of contact and gave me the confidence I needed since there isn't a local branch near where I live. Brandi has been answering ALL my questions since and has excellent follow up and has taken great care of me.

— Michele Houston

First Bank of the Lake Reviews - Google Stars

Genuinely Interested in Helping My Business Succeed

First Bank of the Lake was a tremendous help in securing a 504 small business loan for my company. Every staff member I interacted with was professional, friendly, and genuinely interested in helping my business succeed.

— Don Kamb

First Bank of the Lake Reviews - Google Stars

Exceptional Service

I cannot say enough positive things about my experience working with Eric as my SBA loan officer. From start to finish, he provided exceptional service and went above and beyond to ensure that every issue we encountered was resolved quickly and efficiently.

— Bryan Crowe

See if You Pre-Qualify for an SBA Loan in 3 Minutes