SBA lending record

Bruce Bessner

109 South Harris St, Ste 220, Round Rock, TX 78664 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$626K

Total SBA financing

Loan on record

FY2021

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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The loan

$625,500 — FY2021

Gross approval: $625,500
SBA guaranteed: $562,950 (90%)
Status: Current
Rate at approval: 3.99% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/9/2021
First disbursement: 9/30/2021
Days to fund: 21 days
Collateral: None
Jobs supported: 12
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: SouthState Bank, National Association
Address: 109 South Harris St, Ste 220
City: Round Rock, 78664
County: Williamson
SBA district office: SAN ANTONIO DISTRICT OFFICE
Congressional district: 17

The lender

SouthState Bank, National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

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The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Texas Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Texas

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Resa Holdings LLC

Cedar Park, TX· ~8 mi

Insurance Agencies and Brokerages

$588K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

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Sotelo Agency Group, LLC

Austin, TX· ~7 mi

Insurance Agencies and Brokerages

$733K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

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Madison Ramon Insurance Agency LLC

Leander, TX· ~7 mi

Farmers Insurance - Corporate Agent Appointment Agreement

$598K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

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The Sterling Insurance Group

Round Rock, TX· ~4 mi

Insurance Agencies and Brokerages

$460K
SBA financing: ≈ $902K–$1.5M
Est. revenue (rough)

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Saxon Hall LLC

Austin, TX· ~6 mi

Insurance Agencies and Brokerages

$738K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

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Kyle Jones Advisors, LLC

Round Rock, TX· ~4 mi

Goosehead Insurance

$1.0M
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for Bruce Bessner in Round Rock, TX (Insurance Agencies and Brokerages). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $626K
On record FY2021
12 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Round Rock, TX
Lender: SouthState Bank, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in TX for ~$626k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/bruce-bessner-tx
API:: https://www.capbench.com/api/public/businesses/bruce-bessner-tx
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.

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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Bruce Bessner.