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First Choice Insurance Partners — SBA Loan Record (Katy, TX) | DealRoom

Intelligence/Insurance Agencies and Brokerages/TX

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SBA lending record

First Choice Insurance Partners

26717 WESTHEIMER PKWY, Katy, TX 77494 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$3.6M

Total SBA financing

1

Loan on record

FY2023

On record

10

Jobs supported

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

Is First Choice Insurance Partners 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

$3,555,000 — FY2023

Gross approval: $3,555,000
SBA guaranteed: $2,666,250 (75%)
Status: Paid in full
Rate at approval: 9.71% f
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 8/17/2023
First disbursement: 8/18/2023
Days to fund: 1 days
Paid in full: 4/30/2025
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 10
Business type: Corporation
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Live Oak Banking Company
Address: 26717 WESTHEIMER PKWY
City: Katy, 77494
County: Fort Bend
SBA district office: HOUSTON DISTRICT OFFICE
Congressional district: 10

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 Investment Group Inc.

Fulshear, TX· ~7 mi

Insurance Agencies and Brokerages

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

Visin Insurance Group LLC

Richmond, TX· ~8 mi

Insurance Agencies and Brokerages

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

CASH & FORBES INSURANCE GROUP LLC

Houston, TX· ~14 mi

Insurance Agencies and Brokerages

$5.0M
SBA financing: ≈ $9.8M–$16M
Est. revenue (rough)

Navigant Insurance Solutions, LLC

Katy, TX· ~4 mi

Insurance Agencies and Brokerages

$1.1M
SBA financing: ≈ $2.3M–$3.8M
Est. revenue (rough)

Pro Insure

Cypress, TX· ~20 mi

Insurance Agencies and Brokerages

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

The Swanson Family Agency LLC

Katy, TX· ~2 mi

Insurance Agencies and Brokerages

$730K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for First Choice Insurance Partners in Katy, 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 $3.6M
On record FY2023
10 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Katy, 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 ~$3.6M 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/first-choice-insurance-partners-tx
API:: https://dealroom.so/api/public/businesses/first-choice-insurance-partners-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 First Choice Insurance Partners 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 First Choice Insurance Partners.