Sj Carroll Insurance and Financial Services, LLC
Sj Carroll Insurance and Financial Services, LLC is an insurance agency and brokerage in Bend, Oregon, in the insurance agencies and brokerages industry. The company was financed with an SBA 7(a) loan for a change of ownership totaling $585,000, approved on March 25, 2025 through Byline Bank.
SBA 7(a) loan, change of ownership, approved Mar 25, 2025
$585,000 approvedLender: Byline Bank10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $585,000
- SBA-guaranteed amount
- $438,750 (75% of the approval)
- Lender
- Byline Bank, Chicago, IL
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 10.25%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- March 25, 2035 (estimated, approval date plus term)
- Estimated monthly payment
- $7,812 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- May 2, 2025
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 5
- Business type
- Corporation
- NAICS
- 524210, Insurance Agencies and Brokerages
- Franchise
- ALLSTATE HOME INSPECTION AND ENVIRONMENTAL TE
- Project location
- Deschutes County, OR
- SBA district office
- Portland District Office
- Congressional district
- OR-02
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 12% of acquisition loans in Insurance Agencies and Brokerages on this site.
- Average acquisition loan in Insurance Agencies and Brokerages: $1,528,335.
- Average acquisition loan in Oregon: $1,946,167.
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.
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Same industry in Oregon
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