Industry · lender intelligence
Financing a trusts, estates, and agency accounts acquisition
The SBA 7(a) lenders funding the most trusts, estates, and agency accounts acquisitions, ranked from public loan records — typical deal about $1.2M. A lender doing your industry every week underwrites faster and prices sharper.
Most active in trusts, estates, and agency accounts
Ranked by funded trusts, estates, and agency accounts acquisitions. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.2 loans · $3M · Moulton, TXFull record →
- 2.75 loans · $98M · Sioux Falls, SDFull record →
- 3.62 loans · $34M · Winter Haven, FLFull record →
5+ funded trusts, estates, and agency accounts 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.
- 4295 Eastham Corp. in Pembroke, MA — $1.2M (2023) · purchase · SouthState Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $922K (75%)
- Approval → funding
- 16 days
- Approved
- 12/13/2022
- First disbursed
- 12/29/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 45
- Business age
- Change of Ownership
- Industry
- Trusts, Estates, and Agency Accounts
If you were the buyer here
- Est. deal size
- $1.4M
- Est. down payment (10%)
- $137K
- Est. cash at closing
- $187K
- Monthly payment
- $15,735
- Annual debt service
- $189K
- Cash flow needed (1.25×)
- $236K
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 SouthState Bank, National Association · Lender record →
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- D&S NW Phoenix HC LLC in Surprise, AZ — $3.4M (2022) · purchase · American National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.35% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.5M (75%)
- Approval → funding
- 42 days
- Approved
- 11/18/2021
- First disbursed
- 12/30/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 147
- Business age
- Change of Ownership
- Industry
- Trusts, Estates, and Agency Accounts
If you were the buyer here
- Est. deal size
- $3.8M
- Est. down payment (10%)
- $376K
- Est. cash at closing
- $519K
- Monthly payment
- $36,464
- Annual debt service
- $438K
- Cash flow needed (1.25×)
- $547K
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 American National Bank
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- 57 Liquors Worthington, LLC in Worthington, IN — $825K (2022) · purchase · Springs Valley Bank & Trust Company
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 168 mo (14 yrs)
- SBA guaranteed
- $619K (75%)
- Approval → funding
- 3 days
- Approved
- 10/26/2021
- First disbursed
- 10/29/2021
- 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
- Trusts, Estates, and Agency Accounts
If you were the buyer here
- Est. deal size
- $917K
- Est. down payment (10%)
- $92K
- Est. cash at closing
- $126K
- Monthly payment
- $6,945
- Annual debt service
- $83K
- Cash flow needed (1.25×)
- $104K
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 Springs Valley Bank & Trust Company
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- Stehn Family Funeral Homes Inc in Milwaukie, OR — $196K (2022) · purchase · The Bancorp Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $147K (75%)
- Approval → funding
- 31 days
- Approved
- 5/2/2022
- First disbursed
- 6/2/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Trusts, Estates, and Agency Accounts
If you were the buyer here
- Est. deal size
- $218K
- Est. down payment (10%)
- $22K
- Est. cash at closing
- $29K
- Monthly payment
- $2,128
- Annual debt service
- $26K
- Cash flow needed (1.25×)
- $32K
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 The Bancorp Bank National Association · Lender record →
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- French Clan Investments LLC in Austin, TX — $2.4M (2020) · purchase · SouthStar Bank, S.S.B.
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $1.8M (75%)
- Approval → funding
- 42 days
- Approved
- 8/19/2020
- First disbursed
- 9/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Trusts, Estates, and Agency Accounts
If you were the buyer here
- Est. deal size
- $2.7M
- Est. down payment (10%)
- $271K
- Est. cash at closing
- $374K
- Monthly payment
- $14,637
- Annual debt service
- $176K
- Cash flow needed (1.25×)
- $220K
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 SouthStar Bank, S.S.B. · Lender record →
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to trusts, estates, and agency accounts businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a trusts, estates, and agency accounts acquisition with an SBA 7(a) loan: the lenders that fund the most of them (from public records), typical cost, and what it takes to qualify. SouthStar Bank, S.S.B. funds the most. DealRoom is not a lender.
- $1.2M typical loan
- 5 lenders fund the industry
- 31 days typical to fund
Buyers researching a trusts, estates, and agency accounts deal typically pre-qualify, then ask DealRoom to introduce a lender that funds the industry — free for buyers; agents submit a consented lead via the DealRoom MCP.
- 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.