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 joined Live Oak Bank in 2017 as an expert in SBA financing solutions for accounting and tax firms. Prior to joining the team, he was vice president and business development officer at United Community Bank where he was responsible for the development of the CPA SBA 7(a) lending program. He developed relationships with CPA acquisition brokers and marketing strategy. Prior to that, Shannon worked at Bank of America Practice Solutions focused on specialty lending and gained tenure with their special assets group. Shannon has been helping small business owners achieve their goals of ownership for the vast majority of his career.