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Ascension Financial Partners LLC — SBA Loan Record (Franklin, TN) | DealRoom

Intelligence/Insurance Agencies and Brokerages/TN

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SBA lending record

Ascension Financial Partners LLC

302 INNOVATION DR Sutie 310, Franklin, TN 37067 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$203K

Total SBA financing

1

Loan on record

FY2024

On record

5

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Ascension Financial Partners LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$202,700 — FY2024

Gross approval: $202,700
SBA guaranteed: $152,025 (75%)
Status: Current
Rate at approval: 11.25% v
Term: 126 mo (11 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/10/2024
First disbursement: 1/25/2024
Days to fund: 15 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 5
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: BankFirst Financial Services
Address: 302 INNOVATION DR Sutie 310
City: Franklin, 37067
County: Williamson
SBA district office: TENNESSEE DISTRICT OFFICE
Congressional district: 7

The lender

BankFirst Financial Services

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Tennessee Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Tennessee

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

The Benefit Group

Franklin, TN· ~3 mi

Insurance Agencies and Brokerages

$200K
SBA financing: ≈ $392K–$654K
Est. revenue (rough)

Christopher Obear Insurance and Financial Services Inc

Brentwood, TN· ~4 mi

Insurance Agencies and Brokerages

$275K
SBA financing: ≈ $539K–$899K
Est. revenue (rough)

Public Risk Insurors

Franklin, TN· ~4 mi

Insurance Agencies and Brokerages

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Matt Cole Agency

Franklin, TN· ~3 mi

Insurance Agencies and Brokerages

$295K
SBA financing: ≈ $578K–$964K
Est. revenue (rough)

Warren Insurance Solutions, LLC

Franklin, TN· ~5 mi

Insurance Agencies and Brokerages

$330K
SBA financing: ≈ $647K–$1.1M
Est. revenue (rough)

The JB Insurance Agency

Goodlettsville, TN· ~29 mi

Insurance Agencies and Brokerages

$190K
SBA financing: ≈ $373K–$621K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Ascension Financial Partners LLC in Franklin, TN (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $203K
On record FY2024
5 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Franklin, TN
Lender: BankFirst Financial Services

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in TN for ~$203k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/ascension-financial-partners-llc-tn
API:: https://dealroom.so/api/public/businesses/ascension-financial-partners-llc-tn
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Ascension Financial Partners LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Ascension Financial Partners LLC.