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Hilda & Leola Holdings, LLC — SBA Loan Record (Plano, TX) | DealRoom

Intelligence/Insurance Agencies and Brokerages/TX

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SBA lending record

Hilda & Leola Holdings, LLC

5805 COIT RD UNIT 103, Plano, TX 75093 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$563K

Total SBA financing

1

Loan on record

FY2024

On record

1

Jobs supported

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

Is Hilda & Leola Holdings, 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

$562,500 — FY2024

Gross approval: $562,500
SBA guaranteed: $421,875 (75%)
Status: Current
Rate at approval: 7.99% f
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/21/2023
First disbursement: 1/10/2024
Days to fund: 20 days
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Frost Bank
Address: 5805 COIT RD UNIT 103
City: Plano, 75093
County: Collin
SBA district office: DALLAS / FT WORTH DISTRICT OFFICE
Congressional district: 3

The lender

Frost 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 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.

Martinez Squared Investments, LLC

Plano, TX· ~6 mi

Insurance Agencies and Brokerages

$548K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Adrian Golden Farmers Insurance LLC

Mckinney, TX· ~6 mi

Insurance Agencies and Brokerages

$526K
SBA financing: ≈ $1.0M–$1.7M
Est. revenue (rough)

Jeff Van Matre Insurance Agency LLC

Carrollton, TX· ~6 mi

Insurance Agencies and Brokerages

$595K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

1027 E. 15th St, LLC

Plano, TX· ~5 mi

Insurance Agencies and Brokerages

$747K
SBA financing: ≈ $1.5M–$2.4M
Est. revenue (rough)

Simple Safe Insurance Agency Inc

Dallas, TX· ~7 mi

Insurance Agencies and Brokerages

$745K
SBA financing: ≈ $1.5M–$2.4M
Est. revenue (rough)

Christopher E Long Insurance Group, LLC

Plano, TX· ~3 mi

Insurance Agencies and Brokerages

$750K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Hilda & Leola Holdings, LLC in Plano, 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 $563K
On record FY2024
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Plano, TX
Lender: Frost 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 TX for ~$563k 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 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/hilda-leola-holdings-llc-tx
API:: https://dealroom.so/api/public/businesses/hilda-leola-holdings-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 Hilda & Leola Holdings, 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 Hilda & Leola Holdings, LLC.