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CASH & FORBES INSURANCE GROUP LLC — SBA Loan Record (Houston, TX) | DealRoom

Intelligence/Insurance Agencies and Brokerages/TX

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SBA lending record

CASH & FORBES INSURANCE GROUP LLC

13614 & 13624 MEMORIAL DRIVE, Houston, TX 77079 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$5.0M

Total SBA financing

1

Loan on record

FY2021

On record

1

Jobs supported

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

Is CASH & FORBES INSURANCE GROUP 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

$5,000,000 — FY2021

Gross approval: $5,000,000
SBA guaranteed: $3,750,000 (75%)
Status: Paid in full
Rate at approval: 5.35% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/29/2021
First disbursement: 4/30/2021
Days to fund: 1 days
Paid in full: 10/31/2022
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Live Oak Banking Company
Address: 13614 & 13624 MEMORIAL DRIVE
City: Houston, 77079
County: Harris
SBA district office: HOUSTON DISTRICT OFFICE
Congressional district: 2

The lender

Live Oak Banking Company

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 Texas Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Texas

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.

Visin Insurance Group LLC

Richmond, TX· ~16 mi

Insurance Agencies and Brokerages

$4.0M
SBA financing: ≈ $7.9M–$13M
Est. revenue (rough)

Visin Investment Group Inc.

Fulshear, TX· ~20 mi

Insurance Agencies and Brokerages

$4.0M
SBA financing: ≈ $7.9M–$13M
Est. revenue (rough)

First Choice Insurance Partners

Katy, TX· ~14 mi

Insurance Agencies and Brokerages

$3.6M
SBA financing: ≈ $7.0M–$12M
Est. revenue (rough)

Pro Insure

Cypress, TX· ~15 mi

Insurance Agencies and Brokerages

$1.8M
SBA financing: ≈ $3.6M–$6.0M
Est. revenue (rough)

Ayala Partners, LLC

Houston, TX· ~18 mi

Insurance Agencies and Brokerages

$2.3M
SBA financing: ≈ $4.5M–$7.5M
Est. revenue (rough)

The Kimball Group LLC

Spring, TX· ~29 mi

Insurance Agencies and Brokerages

$2.3M
SBA financing: ≈ $4.5M–$7.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CASH & FORBES INSURANCE GROUP LLC in Houston, TX (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 $5.0M
On record FY2021
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Houston, TX
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in TX for ~$5.0M 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/cash-forbes-insurance-group-llc-tx
API:: https://dealroom.so/api/public/businesses/cash-forbes-insurance-group-llc-tx
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 CASH & FORBES INSURANCE GROUP 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 CASH & FORBES INSURANCE GROUP LLC.