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CCS-YATES AGENCY LLC — SBA Loan Record (Xenia, OH) | DealRoom

Intelligence/Insurance Agencies and Brokerages/OH

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SBA lending record

CCS-YATES AGENCY LLC

2039 BELLBROOK AVE, Xenia, OH 45385 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$350K

Total SBA financing

1

Loan on record

FY2025

On record

1

Jobs supported

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

Is CCS-YATES AGENCY 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

$350,000 — FY2025

Gross approval: $350,000
SBA guaranteed: $262,500 (75%)
Status: Current
Rate at approval: 10.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/24/2025
First disbursement: 9/25/2025
Days to fund: 1 days
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: The Huntington National Bank
Address: 2039 BELLBROOK AVE
City: Xenia, 45385
County: Greene
SBA district office: COLUMBUS DISTRICT OFFICE
Congressional district: 10

The lender

The Huntington National Bank

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

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.

Katie Martin Insurance Agency Inc

Bellbrook, OH· ~7 mi

Insurance Agencies and Brokerages

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

Buckner & Associates Agency, Inc.

Dayton, OH· ~14 mi

Insurance Agencies and Brokerages

$360K
SBA financing: ≈ $706K–$1.2M
Est. revenue (rough)

Bishop & Associates Agency LLC

Dayton, OH· ~10 mi

Insurance Agencies and Brokerages

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

TYRONE COLLIER AMERICAN FAMILY INSURANCE

Dayton, OH· ~15 mi

Insurance Agencies and Brokerages

$181K
SBA financing: ≈ $355K–$592K
Est. revenue (rough)

JPC AGENCY INC.

Bellbrook, OH· ~8 mi

Insurance Agencies and Brokerages

$1.4M
SBA financing: ≈ $2.7M–$4.5M
Est. revenue (rough)

K & K Davis Properties LLC

Amelia, OH· ~47 mi

Insurance Agencies and Brokerages

$313K
SBA financing: ≈ $614K–$1.0M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for CCS-YATES AGENCY LLC in Xenia, OH (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 $350K
On record FY2025
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Xenia, OH
Lender: The Huntington National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in OH for ~$350k 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/ccs-yates-agency-llc-oh
API:: https://dealroom.so/api/public/businesses/ccs-yates-agency-llc-oh
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 CCS-YATES AGENCY 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 CCS-YATES AGENCY LLC.