Though Shannon has jumped out of more than his share of moving airborne vehicles, his efforts on the ground are directed toward developing financing opportunities for the acquisition and succession of accounting firms. His years of experience in various lending areas, including special assets, provide a keen level of awareness to details in a deal and an advantage to knowing how to solve issues if they arise. Shannon was born and raised in Columbus, Ohio, but has since traded the state (but not the team, Go Bucks!) for the Carolina coast where he enjoys pickleball, boating, and other outdoor adventures with his family.
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Daniel has had many roles in the SBA lending space—closer, underwriter and lender. This variety of experience provides him with a deep understanding of SBA lending, allowing him to genuinely dive in with a borrower and find ways to utilize the SBA program to suite their individual needs. Daniel primarily lends in the accounting and tax industry, but as a previous closer and underwriter, his background provides the knowledge to work with a variety of industries. As a North Carolina native, Daniel enjoys partaking in both the mountains and the coast of the state, plus as an East Carolina alumni, he bleeds purple and gold!
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