Most active with Goosehead Insurance

Ranked by funded Goosehead Insurance loans. Tap a lender to open its full record, or hit Get in touch for an introduction.

1.1,296 loans · $1.4B · Wilmington, NCFull record →
2.52 loans · $50M · Rockville, MDFull record →
3.154 loans · $26M · San Diego, CAFull record →
4.10 loans · $2M · Jefferson City, MOFull record →
5.1,927 loans · $207M · Buffalo, NYFull record →
6.20 loans · $8M · Saint Petersburg, FLFull record →
7.65 loans · $78M · Springfield, MOFull record →
8.22 loans · $3M · Fayetteville, ARFull record →
9.29 loans · $35M · Arkadelphia, ARFull record →
10.57 loans · $97M · New Canaan, CTFull record →
11.97 loans · $156M · Clayton, MOFull record →
12.4 loans · $1M · Fulton, MOFull record →
13.1 loans · $1M · Lincoln, NEFull record →
14.1,025 loans · $292M · Berkeley Heights, NJFull record →
15.1 loans · $1M · Springfield, MOFull record →
16.19 loans · $5M · Roseville, CAFull record →
17.2,539 loans · $965M · Columbus, OHFull record →

40+ funded Goosehead Insurance deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

McFadden Insurance Agency, LLC in Nashville, TN — $575K (2026) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 8% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $431K (75%)
Approval → funding: 34 days
Approved: 1/23/2026
First disbursed: 2/26/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 6
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $639K
Est. down payment (10%): $64K
Est. cash at closing: $85K
Monthly payment: $6,976
Annual debt service: $84K
Cash flow needed (1.25×): $105K

Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.

Funded by Live Oak Banking Company · Lender record →

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Southern Pinnacle Producers LLC in Lake Charles, LA — $550K (2026) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 8.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $413K (75%)
Approved: 1/22/2026
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $611K
Est. down payment (10%): $61K
Est. cash at closing: $82K
Monthly payment: $6,893
Annual debt service: $83K
Cash flow needed (1.25×): $103K

Funded by Live Oak Banking Company · Lender record →

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CARMONA BOOK TWO, LLC in Frisco, TX — $300K (2026) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 10.24% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $225K (75%)
Approval → funding: 8 days
Approved: 1/22/2026
First disbursed: 1/30/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $333K
Est. down payment (10%): $33K
Est. cash at closing: $45K
Monthly payment: $4,004
Annual debt service: $48K
Cash flow needed (1.25×): $60K

Funded by Live Oak Banking Company · Lender record →

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Aim Insurance Services Inc. in Rolling Meadows, IL — $300K (2026) · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 10.24% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $225K (75%)
Approved: 2/13/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 1
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Live Oak Banking Company · Lender record →

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Workman Agency LLC in San Angelo, TX — $260K (2026) · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 9.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $195K (75%)
Approved: 2/28/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 7
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Live Oak Banking Company · Lender record →

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Huntsman Agency, LLC in Idaho Falls, ID — $195K (2026) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 10.24% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $146K (75%)
Approved: 2/27/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 3
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $217K
Est. down payment (10%): $22K
Est. cash at closing: $29K
Monthly payment: $2,603
Annual debt service: $31K
Cash flow needed (1.25×): $39K

Funded by Live Oak Banking Company · Lender record →

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Compston Insurance Group LLC in Newark, OH — $175K (2026) · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 9.24% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $131K (75%)
Approved: 3/5/2026
Loan status: Committed
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Live Oak Banking Company · Lender record →

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Bertrand Insurance Group, LLC in Denver, TX — $2.8M (2025) · purchase · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 8.34% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $2.1M (75%)
Approval → funding: 4 days
Approved: 6/23/2025
First disbursed: 6/27/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 9
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $3.1M
Est. down payment (10%): $306K
Est. cash at closing: $422K
Monthly payment: $33,861
Annual debt service: $406K
Cash flow needed (1.25×): $508K

Funded by Live Oak Banking Company · Lender record →

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Goosehead Insurance in Scottsdale, AZ — $537K (2025) · Enterprise Bank & Trust

Program: Preferred Lenders Program
Rate at approval: 9% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $402K (75%)
Approval → funding: 22 days
Approved: 8/14/2025
First disbursed: 9/5/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 10
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Enterprise Bank & Trust · Lender record →

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Goosehead Insurance in Mansfield, TX — $500K (2025) · Readycap Lending, LLC

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $375K (75%)
Approval → funding: 53 days
Approved: 2/28/2025
First disbursed: 4/22/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Readycap Lending, LLC · Lender record →

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Goosehead Insurance - Peakview Agency in Denver, CO — $500K (2025) · purchase · Capital Bank, National Association

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $375K (75%)
Approval → funding: 47 days
Approved: 3/6/2025
First disbursed: 4/22/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 8
Business age: Change of Ownership
Industry: Insurance Agencies and Brokerages

If you were the buyer here

Est. deal size: $556K
Est. down payment (10%): $56K
Est. cash at closing: $74K
Monthly payment: $6,677
Annual debt service: $80K
Cash flow needed (1.25×): $100K

Funded by Capital Bank, National Association · Lender record →

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GOOSEHEAD INSURANCE - THE ROMANO AGENCY in Fort Collins, CO — $337K (2025) · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 9.99% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $253K (75%)
Approval → funding: 13 days
Approved: 8/5/2025
First disbursed: 8/18/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 5
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Live Oak Banking Company · Lender record →

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THE BOSSE AGENCY, LLC in Birmingham, AL — $115K (2025) · Bankwell Bank

Program: Preferred Lenders Program
Rate at approval: 12% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $98K (85%)
Approval → funding: 1 days
Approved: 7/30/2025
First disbursed: 7/31/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 2
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages

Funded by Bankwell Bank · Lender record →

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Caleda Insurance Group, LLC in Groveland, FL — $115K (2025) · CDC Small Business Finance Corp.

Program: Preferred Lenders Program
Rate at approval: 10.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $98K (85%)
Approval → funding: 39 days
Approved: 5/19/2025
First disbursed: 6/27/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 2
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages

Funded by CDC Small Business Finance Corp. · Lender record →

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THE SMITH AGENCY LLC in Hamilton Township, NJ — $100K (2025) · CDC Small Business Finance Corp.

Program: Preferred Lenders Program
Rate at approval: 10.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $85K (85%)
Approval → funding: 10 days
Approved: 2/5/2025
First disbursed: 2/15/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 4
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by CDC Small Business Finance Corp. · Lender record →

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The Ferman Agency, LLC in Chattanooga, TN — $98K (2025) · Live Oak Banking Company

Program: Preferred Lenders Program
Rate at approval: 9.99% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $83K (85%)
Approval → funding: 11 days
Approved: 5/22/2025
First disbursed: 6/2/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Live Oak Banking Company · Lender record →

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Goosehead Insurance Agency in Charlotte, NC — $50K (2025) · CDC Small Business Finance Corp.

Program: Preferred Lenders Program
Rate at approval: 10.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $43K (85%)
Approval → funding: 28 days
Approved: 6/17/2025
First disbursed: 7/15/2025
Loan status: Current
Loan type: Term loan
Collateral: Not required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 1
Business age: Startup, Loan Funds will Open Business
Industry: Insurance Agencies and Brokerages

Funded by CDC Small Business Finance Corp. · Lender record →

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PAULA KEUNG in Jersey City, NJ — $20K (2025) · Manufacturers and Traders Trust Company

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 14% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $10K (50%)
Approval → funding: 156 days
Approved: 9/25/2025
First disbursed: 2/28/2026
Loan status: Current
Loan type: Revolving line
Collateral: Not required
Business type: Individual
Jobs supported: 3
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Manufacturers and Traders Trust Company · Lender record →

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Carolina Choice Agency Inc in Sanford, NC — $740K (2024) · Pinnacle Bank

Program: Preferred Lenders Program
Rate at approval: 10.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $555K (75%)
Approval → funding: 9 days
Approved: 9/30/2024
First disbursed: 10/9/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 3
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by Pinnacle Bank · Lender record →

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Reyes Wealth Management, LLC in Pensacola, FL — $150K (2024) · BayFirst National Bank

Program: Preferred Lenders Program
Rate at approval: 13.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $128K (85%)
Approval → funding: 7 days
Approved: 8/19/2024
First disbursed: 8/26/2024
Loan status: Current
Loan type: Term loan
Collateral: Not required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 2
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages

Funded by BayFirst National Bank · Lender record →

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How to finance a Goosehead Insurance

Most active with Goosehead Insurance

40+ funded Goosehead Insurance deals

Agent summary

Deal economics— what it takes to buy & finance Goosehead Insurance