Halpin With Your Money LLC
Halpin With Your Money LLC is a portfolio management and investment advice business in Brunswick, Maine, classified under NAICS code 523940. The company was financed with an SBA 7(a) loan for a change of ownership of $1,003,000, approved on September 10, 2025, by Live Oak Banking Company, with a 10-year term.
SBA 7(a) loan, change of ownership, approved Sep 10, 2025
$1,003,000 approvedLender: Live Oak Banking Company10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $1,003,000
- SBA-guaranteed amount
- $752,250 (75% of the approval)
- Lender
- Live Oak Banking Company, Wilmington, NC
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 8.75%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- September 10, 2035 (estimated, approval date plus term)
- Estimated monthly payment
- $12,570 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Oct 1, 2025
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 1
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Cumberland County, ME
- SBA district office
- Maine District Office
- Congressional district
- ME-01
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 45% of acquisition loans in Portfolio Management and Investment Advice on this site.
- Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
- Average acquisition loan in Maine: $1,448,582.
Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.
Is this your company? Claim or correct this listing. See Corrections.