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Premier Planning Group NC, LLC — SBA Loan Record (Hickory, NC) | DealRoom

Intelligence/All Other Insurance Related Activities/NC

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SBA lending record

Premier Planning Group NC, LLC

219 1st Ave SW, Hickory, NC 28603 · All Other Insurance Related Activities. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

1

Loan on record

FY2024

On record

1

Jobs supported

Is Premier Planning Group NC, 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

$500,000 — FY2024

Gross approval: $500,000
SBA guaranteed: $250,000 (50%)
Status: Current
Rate at approval: 9.25% v
Term: 119 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/3/2024
First disbursement: 6/20/2024
Days to fund: 17 days
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: All Other Insurance Related Activities
NAICS code: 524298
Lender: BOKF, National Association
Address: 219 1st Ave SW
City: Hickory, 28603
County: Catawba
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 10

The lender

BOKF, National Association

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 all other insurance related activities — by location, industry.

SBA lenders in North Carolina Lenders for all other insurance related activities All Other Insurance Related Activities lenders in North Carolina

Similar businesses

Comparable all other insurance related activities in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Court Enterprises, Inc.

Roanoke, VA· ~136 mi

All Other Insurance Related Activities

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Your Accident Your Money Inc

Atlanta, GA· ~218 mi

All Other Insurance Related Activities

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

1212 GROUP LLC

Olmsted Twp, OH· ~391 mi

All Other Insurance Related Activities

$481K
SBA financing: ≈ $943K–$1.6M
Est. revenue (rough)

Expert Reserve Services Inc

Daytona Beach, FL· ~451 mi

All Other Insurance Related Activities

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Wasik Dealer Services LLC

Novi, MI· ~478 mi

All Other Insurance Related Activities

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Horizon Specialty Insurance Partners, Inc.

Sun Prairie, WI· ~664 mi

All Other Insurance Related Activities

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Premier Planning Group NC, LLC in Hickory, NC (All Other Insurance Related Activities). 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 $500K
On record FY2024
1 jobs supported
Industry: All Other Insurance Related Activities
Location: Hickory, NC
Lender: BOKF, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with All Other Insurance Related Activities businesses in NC for ~$500k 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/premier-planning-group-nc-llc-nc
API:: https://dealroom.so/api/public/businesses/premier-planning-group-nc-llc-nc
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 Premier Planning Group NC, 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 Premier Planning Group NC, LLC.