Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing, and business development in marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice industry. A respected leader in the industry, his experience includes teaching and implementing proven marketing strategies, integrating financial planning and payroll services into accounting practices, outsourcing best practices, and offering forward-looking business advisory services. Todd has also been a featured speaker at regional and national conferences as an authority on marketing accounting services. Todd is Series 7, 66, Life, Accident & Health Licensed.

Shannon Hay has extensive expertise in commercial lending and accounting firm acquisitions. As the Senior Vice President at United Midwest Savings Bank, Shannon specializes in providing financing solutions tailored to the unique needs of accounting professionals nationwide.

With a career spanning over three decades, Shannon has established himself as a trusted advisor and industry expert, having facilitated nearly 400 accounting firm acquisitions. His comprehensive understanding of deal structures, valuation, and transaction processes positions him as a sought-after partner for those seeking to achieve their acquisition or firm expansion goals.

Throughout his career, Shannon has demonstrated a commitment to customer-centric service, delivering personalized guidance and tailored loan options to CPAs, EAs, investors, brokers, attorneys, and consultants. He is known for his collaborative approach. Before joining United Midwest Savings Bank, Shannon held key leadership roles at leading financial institutions, including Live Oak Bank and United Community Bank, where he honed his expertise in SBA lending and business development within the accounting industry.  He is deeply passionate about empowering accounting professionals to achieve their financial objectives and provides unparalleled support throughout every stage of the firm acquisition process.