Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

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.

A lawyer with over 12 years of experience representing buyers and sellers in accounting practice transactions across the nation, Sara Sharp believes in a collaborative approach to deals. Her work is grounded in frankness, integrity, honesty, and intentional management, ensuring that each transaction is conducted with collaboration and professionalism.

Before co-founding SK&S Law Group in 2018, Sara was an attorney in the corporate finance department of one of the five largest law firms in the United States. She left the large firm to represent smaller businesses, driven by a passion to educate and empower business owners who often do not have access to large firm legal representation.

In 2023, Sara also founded DealAcademy.Org. Deal Academy’s mission is to guide clients through every step of the buying or selling process. Whether they are investors, entrepreneurs or accounting professionals, Deal Academy provides the tools and expertise needed for a business owner to take charge of their deal process with confidence.

Sara's insights and contributions have been featured in notable publications such as U.S. News & World Report, Business Insider, GoBankingRates, Realtor.com, AOL, Yahoo Finance, and Nasdaq.