Financing a insurance agencies and brokerages acquisition in Washington

State:

The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Washington, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.

Most active in insurance agencies and brokerages · Washington

Ranked by funded insurance agencies and brokerages acquisitions in Washington. Tap a lender for its full record, or hit Get in touch for an introduction.

1.168 loans · $205M · Fishers, INFull record →
2.34 loans · $12M · Wood River, NEFull record →
3.138 loans · $276M · Sioux Falls, SDFull record →
4.575 loans · $220M · De Graff, OHFull record →
5.26 loans · $26M · Billings, MTFull record →

16+ funded Insurance Agencies and Brokerages in Washington 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.

Chris Elliott Insurance Agency LLC in Seattle, WA — $763K (2025) · purchase · First Internet Bank of Indiana
Program
Preferred Lenders Program
Rate at approval
10.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$572K (75%)
Approval → funding
24 days
Approved
12/6/2024
First disbursed
12/30/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Individual
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
$848K
Est. down payment (10%)
$85K
Est. cash at closing
$116K
Monthly payment
$10,189
Annual debt service
$122K
Cash flow needed (1.25×)
$153K
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 First Internet Bank of Indiana · Lender record →
Your business? Claim this record · Request removal
Copilot Insurance Inc. in Issaquah, WA — $1.1M (2024) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
11.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$850K (75%)
Approval → funding
14 days
Approved
5/21/2024
First disbursed
6/4/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$1.3M
Est. down payment (10%)
$126K
Est. cash at closing
$173K
Monthly payment
$15,768
Annual debt service
$189K
Cash flow needed (1.25×)
$237K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
PJI, Inc. in Silverdale, WA — $500K (2024) · purchase · Pathward National Association
Program
Preferred Lenders Program
Rate at approval
10.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$375K (75%)
Approval → funding
26 days
Approved
12/27/2023
First disbursed
1/22/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
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
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 Pathward National Association · Lender record →
Your business? Claim this record · Request removal
Gilbert Insurance Solutions LLC in Silverdale, WA — $100K (2024) · purchase · Heritage Bank
Program
Preferred Lenders Program
Rate at approval
11% variable
Term
120 mo (10 yrs)
SBA guaranteed
$85K (85%)
Approval → funding
16 days
Approved
9/14/2024
First disbursed
9/30/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
2
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$111K
Est. down payment (10%)
$11K
Est. cash at closing
$14K
Monthly payment
$1,378
Annual debt service
$17K
Cash flow needed (1.25×)
$21K
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 Heritage Bank · Lender record →
Your business? Claim this record · Request removal
Dan Hoffman Insurance Agency in Spokane, WA — $801K (2023) · purchase · First Interstate Bank
Program
Preferred Lenders Program
Rate at approval
7.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$601K (75%)
Approval → funding
42 days
Approved
5/9/2023
First disbursed
6/20/2023
Loan status
Current
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
$890K
Est. down payment (10%)
$89K
Est. cash at closing
$122K
Monthly payment
$9,508
Annual debt service
$114K
Cash flow needed (1.25×)
$143K
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 First Interstate Bank · Lender record →
Your business? Claim this record · Request removal
Kim Asay Agency LLC in Yelm, WA — $2.7M (2021) · purchase · Mechanics and Farmers Bank
Program
7a General
Rate at approval
5.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$2.4M (90%)
Approval → funding
19 days
Approved
5/7/2021
First disbursed
5/26/2021
Loan status
Paid in full (4/30/2024)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
9
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$3.0M
Est. down payment (10%)
$299K
Est. cash at closing
$413K
Monthly payment
$28,883
Annual debt service
$347K
Cash flow needed (1.25×)
$433K
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 Mechanics and Farmers Bank · Lender record →
Your business? Claim this record · Request removal
Mavin's Insurance Services Inc in Edmonds, WA — $1.4M (2021) · purchase · MVB Bank, Inc.
Program
7a General
Rate at approval
5.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.2M (90%)
Approval → funding
13 days
Approved
9/17/2021
First disbursed
9/30/2021
Loan status
Paid in full (12/31/2024)
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
$1.5M
Est. down payment (10%)
$152K
Est. cash at closing
$208K
Monthly payment
$14,981
Annual debt service
$180K
Cash flow needed (1.25×)
$225K
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 MVB Bank, Inc.
Your business? Claim this record · Request removal
Leta Hankins Insurance LLC in Lakewood, WA — $1.1M (2021) · purchase · United Bank of Philadelphia
Program
7a General
Rate at approval
5.25% variable
Term
220 months
SBA guaranteed
$1.0M (90%)
Approval → funding
2 days
Approved
5/29/2021
First disbursed
5/31/2021
Loan status
Paid in full (6/30/2024)
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
$1.3M
Est. down payment (10%)
$125K
Est. cash at closing
$172K
Monthly payment
$7,992
Annual debt service
$96K
Cash flow needed (1.25×)
$120K
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 United Bank of Philadelphia · Lender record →
Your business? Claim this record · Request removal
Skyline Insurance Group, Inc. in Everett, WA — $561K (2021) · purchase · Renasant Bank
Program
7a General
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$421K (75%)
Approval → funding
72 days
Approved
12/7/2020
First disbursed
2/17/2021
Loan status
Paid in full (7/31/2024)
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
$624K
Est. down payment (10%)
$62K
Est. cash at closing
$83K
Monthly payment
$6,230
Annual debt service
$75K
Cash flow needed (1.25×)
$93K
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 Renasant Bank · Lender record →
Your business? Claim this record · Request removal
Ricardo Hamilton Agency Group LLC in Shoreline, WA — $267K (2021) · purchase · United Bank of Philadelphia
Program
7a General
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$200K (75%)
Approval → funding
14 days
Approved
10/23/2020
First disbursed
11/6/2020
Loan status
In liquidation
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
2
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$297K
Est. down payment (10%)
$30K
Est. cash at closing
$40K
Monthly payment
$2,964
Annual debt service
$36K
Cash flow needed (1.25×)
$44K
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 United Bank of Philadelphia · Lender record →
Your business? Claim this record · Request removal
Patsel Insurance Agency Inc in Renton, WA — $1.7M (2020) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.3M (75%)
Approval → funding
68 days
Approved
4/23/2020
First disbursed
6/30/2020
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
$1.9M
Est. down payment (10%)
$190K
Est. cash at closing
$261K
Monthly payment
$18,985
Annual debt service
$228K
Cash flow needed (1.25×)
$285K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
Riverside Employee Benefits LLC in Bothell, WA — $693K (2020) · purchase · Banner Bank
Program
Preferred Lenders Program
Rate at approval
6.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$520K (75%)
Approval → funding
55 days
Approved
3/6/2020
First disbursed
4/30/2020
Loan status
Paid in full (10/31/2025)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
2
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$770K
Est. down payment (10%)
$77K
Est. cash at closing
$103K
Monthly payment
$7,869
Annual debt service
$94K
Cash flow needed (1.25×)
$118K
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 Banner Bank · Lender record →
Your business? Claim this record · Request removal
Husted Insurance Services LLC in Kennewick, WA — $500K (2020) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
5.45% variable
Term
120 mo (10 yrs)
SBA guaranteed
$375K (75%)
Approval → funding
25 days
Approved
9/25/2020
First disbursed
10/20/2020
Loan status
Paid in full (5/31/2024)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
4
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
$5,414
Annual debt service
$65K
Cash flow needed (1.25×)
$81K
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 →
Your business? Claim this record · Request removal
Jata Enterprises Inc in Cheney, WA — $401K (2020) · purchase · Paragon Bank
Program
Preferred Lenders Program
Rate at approval
7.5% variable
Term
61 months
SBA guaranteed
$300K (75%)
Approval → funding
22 days
Approved
3/9/2020
First disbursed
3/31/2020
Loan status
Failed — $293K charged off (4/11/2025)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
7
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$445K
Est. down payment (10%)
$45K
Est. cash at closing
$60K
Monthly payment
$7,917
Annual debt service
$95K
Cash flow needed (1.25×)
$119K
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 Paragon Bank · Lender record →
Your business? Claim this record · Request removal
The Cleveland Agency LLC in Tumwater, WA — $334K (2020) · purchase · United Bank of Philadelphia
Program
7a General
Rate at approval
6% variable
Term
120 mo (10 yrs)
SBA guaranteed
$251K (75%)
Approval → funding
48 days
Approved
8/13/2020
First disbursed
9/30/2020
Loan status
Paid in full (10/31/2023)
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
8
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$371K
Est. down payment (10%)
$37K
Est. cash at closing
$50K
Monthly payment
$3,708
Annual debt service
$44K
Cash flow needed (1.25×)
$56K
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 United Bank of Philadelphia · Lender record →
Your business? Claim this record · Request removal
LAI LLC in Lacey, WA — $246K (2020) · purchase · United Bank of Philadelphia
Program
7a General
Rate at approval
8% variable
Term
120 mo (10 yrs)
SBA guaranteed
$185K (75%)
Approval → funding
21 days
Approved
10/10/2019
First disbursed
10/31/2019
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
7
Business age
Change of Ownership
Industry
Insurance Agencies and Brokerages
If you were the buyer here
Est. deal size
$273K
Est. down payment (10%)
$27K
Est. cash at closing
$37K
Monthly payment
$2,985
Annual debt service
$36K
Cash flow needed (1.25×)
$45K
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 United Bank of Philadelphia · Lender record →
Your business? Claim this record · Request removal

Financing a insurance agencies and brokerages deal in Washington? Start with the right lender

We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.

Free · No documents · Usually same-day

I authorize DealRoom to share my contact information with SBA lending partners and loan brokers (including partners who compensate DealRoom), who may contact me about financing. DealRoom is not a lender and makes no credit decision.

DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to insurance agencies and brokerages businesses with a Washington project address.

Agent summary

How to finance a insurance agencies and brokerages acquisition in Washington with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Washington deals. First Internet Bank of Indiana funds the most here. DealRoom is not a lender.

$565K typical loan
12 lenders active in Washington
16+ funded Washington deals
24 days typical to fund

Buyers buying a insurance agencies and brokerages in Washington typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.

Next steps

Pre-qualify this deal Talk to a loan broker All insurance agencies and brokerages lenders

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.

Financing a insurance agencies and brokerages acquisition in Washington

Most active in insurance agencies and brokerages · Washington

16+ funded Insurance Agencies and Brokerages in Washington deals

Agent summary

Deal economics— what it takes to buy & finance insurance agencies and brokerages in Washington