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LEGACY INSURANCE PROFESSIONALS LLC — SBA Loan Record (Newark, OH) | DealRoom

Intelligence/Insurance Agencies and Brokerages/OH

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SBA lending record

LEGACY INSURANCE PROFESSIONALS LLC

297 Auburn DR, Newark, OH 43055 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$418K

Total SBA financing

1

Loan on record

FY2022

On record

4

Jobs supported

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

Is LEGACY INSURANCE PROFESSIONALS 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

$418,400 — FY2022

Gross approval: $418,400
SBA guaranteed: $313,800 (75%)
Status: Current
Rate at approval: 6% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/14/2022
First disbursement: 1/28/2022
Days to fund: 14 days
Collateral: Required
Jobs supported: 4
Business type: Corporation
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Peoples Bank
Address: 297 Auburn DR
City: Newark, 43055
County: Licking
SBA district office: COLUMBUS DISTRICT OFFICE
Congressional district: 12

The lender

Peoples 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.

Compston Insurance Group LLC

Newark, OH· ~5 mi

Goosehead Insurance

$175K
SBA financing: ≈ $343K–$572K
Est. revenue (rough)

NATIONAL UNITED MEDICARE ADVISORS, LLC

Heath, OH· ~6 mi

Insurance Agencies and Brokerages

$686K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

F.A.Y.I.N. INSURANCE AGENCY L.L.C.

Reynoldsburg, OH· ~19 mi

Insurance Agencies and Brokerages

$467K
SBA financing: ≈ $915K–$1.5M
Est. revenue (rough)

Williams Financial Services Incorporated

Gahanna, OH· ~20 mi

Insurance Agencies and Brokerages

$746K
SBA financing: ≈ $1.5M–$2.4M
Est. revenue (rough)

CAMPBELL INSURANCE GROUP, LLC

Carroll, OH· ~20 mi

Insurance Agencies and Brokerages

$776K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

Alexandra Ramos Agency LLC

Reynoldsburg, OH· ~17 mi

Insurance Agencies and Brokerages

$217K
SBA financing: ≈ $426K–$709K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for LEGACY INSURANCE PROFESSIONALS LLC in Newark, 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 $418K
On record FY2022
4 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Newark, OH
Lender: Peoples 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 ~$418k 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/legacy-insurance-professionals-llc-oh
API:: https://dealroom.so/api/public/businesses/legacy-insurance-professionals-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 LEGACY INSURANCE PROFESSIONALS 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 LEGACY INSURANCE PROFESSIONALS LLC.