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The InCompass Group LLC — SBA Loan Record (Sarasota, FL) | DealRoom

Intelligence/Insurance Agencies and Brokerages/FL

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SBA lending record

The InCompass Group LLC

3277 FRUITVILLE RD, Sarasota, FL 34237 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$354K

Total SBA financing

1

Loan on record

FY2021

On record

—

Jobs supported

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

Is The InCompass Group 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

$354,000 — FY2021

Gross approval: $354,000
SBA guaranteed: $318,600 (90%)
Status: Current
Rate at approval: 4.5% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/3/2021
First disbursement: 2/10/2021
Days to fund: 7 days
Collateral: Required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Banesco USA
Address: 3277 FRUITVILLE RD
City: Sarasota, 34237
County: Sarasota
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 16

The lender

Banesco USA

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.

J.W. Wells, Inc.

Sarasota, FL· ~4 mi

Insurance Agencies and Brokerages

$340K
SBA financing: ≈ $667K–$1.1M
Est. revenue (rough)

BAUCHAM INSURANCE GROUP LLC

Bradenton, FL· ~11 mi

Insurance Agencies and Brokerages

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

ELITE BUSINESS INSURANCE, LLC

Tampa, FL· ~46 mi

Insurance Agencies and Brokerages

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

OCEANSIDE AGENCY LLC

Venice, FL· ~17 mi

Insurance Agencies and Brokerages

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

Altitude Financial Group LLC

Saint Petersburg, FL· ~34 mi

Insurance Agencies and Brokerages

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

FLORIDA BEST QUOTE

Largo, FL· ~44 mi

Insurance Agencies and Brokerages

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

Agent summary

This page summarizes the public SBA 7(a) lending record for The InCompass Group LLC 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 $354K
On record FY2021
Industry: Insurance Agencies and Brokerages
Location: Sarasota, FL
Lender: Banesco USA

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 ~$354k 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/the-incompass-group-llc-fl
API:: https://dealroom.so/api/public/businesses/the-incompass-group-llc-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 The InCompass Group 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 InCompass Group LLC.