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Kasper Real Estate, LLC — SBA Loan Record (Helena, MT) | DealRoom

Intelligence/Insurance Agencies and Brokerages/MT

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SBA lending record

Kasper Real Estate, LLC

1040 Helena Ave, Helena, MT 59601 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.6M

Total SBA financing

1

Loan on record

FY2020

On record

4

Jobs supported

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

Is Kasper Real Estate, 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

$1,555,000 — FY2020

Gross approval: $1,555,000
SBA guaranteed: $1,166,250 (75%)
Status: Current
Rate at approval: 5.56% f
Term: 159 mo (13 yr)
Program: 7a General
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 9/11/2020
First disbursement: 9/15/2020
Days to fund: 4 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Live Oak Banking Company
Address: 1040 Helena Ave
City: Helena, 59601
County: Lewis And Clark
SBA district office: MONTANA DISTRICT OFFICE
Congressional district: 0

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

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.

Scrawny Bird Insurance, LLC

Bozeman, MT· ~79 mi

Insurance Agencies and Brokerages

$1.4M
SBA financing: ≈ $2.8M–$4.6M
Est. revenue (rough)

Big Sky Financial Partners, LLC

Billings, MT· ~169 mi

Insurance Agencies and Brokerages

$1.7M
SBA financing: ≈ $3.2M–$5.4M
Est. revenue (rough)

Commercial Risk Managers LLC

Billings, MT· ~178 mi

Insurance Agencies and Brokerages

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

IJ AGENCY INC

Portland, OR· ~510 mi

Insurance Agencies and Brokerages

$1.6M
SBA financing: ≈ $3.1M–$5.1M
Est. revenue (rough)

SILVERS & COMPANY INVESTMENT PROPERTIES LLC

Renton, WA· ~481 mi

Insurance Agencies and Brokerages

$1.5M
SBA financing: ≈ $2.9M–$4.8M
Est. revenue (rough)

Yellowstone Insurance Group, Inc.

Belgrade, MT· ~70 mi

Insurance Agencies and Brokerages

$556K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Kasper Real Estate, LLC in Helena, MT (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 $1.6M
On record FY2020
4 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Helena, MT
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 MT for ~$1.6M 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/kasper-real-estate-llc-mt
API:: https://dealroom.so/api/public/businesses/kasper-real-estate-llc-mt
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 Kasper Real Estate, 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 Kasper Real Estate, LLC.