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The Hale Agency, LLC — SBA Loan Record (Chattanooga, TN) | DealRoom

Intelligence/Insurance Agencies and Brokerages/TN

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SBA lending record

The Hale Agency, LLC

5726 MARLIN RD, SUITE 510, Chattanooga, TN 37411 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$661K

Total SBA financing

1

Loan on record

FY2022

On record

3

Jobs supported

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

Is The Hale Agency, 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

$661,000 — FY2022

Gross approval: $661,000
SBA guaranteed: $495,750 (75%)
Status: Current
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 11/23/2021
First disbursement: 12/3/2021
Days to fund: 10 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 3
Business type: Corporation
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: First Bank
Address: 5726 MARLIN RD, SUITE 510
City: Chattanooga, 37411
County: Hamilton
SBA district office: TENNESSEE DISTRICT OFFICE
Congressional district: 3

The lender

First 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 Tennessee Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Tennessee

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.

William R Nelms III

Chattanooga, TN· ~6 mi

Insurance Agencies and Brokerages

$721K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

Chaffin Crest Enterprises, Inc.

Chattanooga, TN· ~3 mi

Insurance Agencies and Brokerages

$840K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

Final Expense Agent Mentor, LLC

Hixson, TN· ~9 mi

Insurance Agencies and Brokerages

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

DAWN HARP AGENCY, LLC

Cleveland, TN· ~24 mi

Insurance Agencies and Brokerages

$830K
SBA financing: ≈ $1.6M–$2.7M
Est. revenue (rough)

Elite Insurance Group LLC

Chattanooga, TN· ~2 mi

Insurance Agencies and Brokerages

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

Brandon Farrow Insurance Agency Inc.

Chattanooga, TN· ~6 mi

Insurance Agencies and Brokerages

$152K
SBA financing: ≈ $299K–$498K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for The Hale Agency, LLC in Chattanooga, TN (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 $661K
On record FY2022
3 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Chattanooga, TN
Lender: First 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 TN for ~$661k 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/the-hale-agency-llc-tn
API:: https://dealroom.so/api/public/businesses/the-hale-agency-llc-tn
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 The Hale Agency, 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 The Hale Agency, LLC.