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J.W. Wells, Inc. — SBA Loan Record (Sarasota, FL) | DealRoom

Intelligence/Insurance Agencies and Brokerages/FL

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SBA lending record

J.W. Wells, Inc.

5160 STATION WAY, Sarasota, FL 34233 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$340K

Total SBA financing

1

Loan on record

FY2023

On record

2

Jobs supported

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

Is J.W. Wells, Inc. 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

$340,000 — FY2023

Gross approval: $340,000
SBA guaranteed: $255,000 (75%)
Status: Current
Rate at approval: 8.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/6/2022
First disbursement: 1/1/2023
Days to fund: 26 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Seacoast National Bank
Address: 5160 STATION WAY
City: Sarasota, 34233
County: Sarasota
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 16

The lender

Seacoast 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 Florida Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Florida

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 InCompass Group LLC

Sarasota, FL· ~4 mi

Insurance Agencies and Brokerages

$354K
SBA financing: ≈ $694K–$1.2M
Est. revenue (rough)

OCEANSIDE AGENCY LLC

Venice, FL· ~13 mi

Insurance Agencies and Brokerages

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

BAUCHAM INSURANCE GROUP LLC

Bradenton, FL· ~15 mi

Insurance Agencies and Brokerages

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

ELITE BUSINESS INSURANCE, LLC

Tampa, FL· ~50 mi

Insurance Agencies and Brokerages

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

FLORIDA BEST QUOTE

Largo, FL· ~48 mi

Insurance Agencies and Brokerages

$285K
SBA financing: ≈ $559K–$931K
Est. revenue (rough)

Altitude Financial Group LLC

Saint Petersburg, FL· ~39 mi

Insurance Agencies and Brokerages

$464K
SBA financing: ≈ $909K–$1.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for J.W. Wells, Inc. in Sarasota, FL (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 $340K
On record FY2023
2 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Sarasota, FL
Lender: Seacoast 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 FL for ~$340k 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/j-w-wells-inc-fl
API:: https://dealroom.so/api/public/businesses/j-w-wells-inc-fl
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 J.W. Wells, Inc. 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 J.W. Wells, Inc..