SBA lending record
BSA Wealth Advisors LLC
760 SHERMANTOWN RD, Saunderstown, RI · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$42K
Total SBA financing
1
Loan on record
FY2024
On record
—
Jobs supported
Is BSA Wealth Advisors LLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$42,000 — FY2024
- Gross approval
- $42,000
- SBA guaranteed
- $35,700 (85%)
- Status
- Paid in full
- Rate at approval
- 13.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/5/2024
- First disbursement
- 4/9/2024
- Days to fund
- 4 days
- Paid in full
- 6/30/2025
- Collateral
- Required
- Sold on secondary market
- Yes
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Lender
- BayFirst National Bank
- Address
- 760 SHERMANTOWN RD
- City
- Saunderstown
- County
- Washington
- SBA district office
- RHODE ISLAND DISTRICT OFFICE
- Congressional district
- 2
The lender
BayFirst National Bank
1 loan to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding insurance agencies and brokerages — by location, industry.
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.
FINANCIAL TRANSITIONS GROUP LLC
Rumford, RI· ~23 mi
Insurance Agencies and Brokerages
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
EDDIE INSURANCE AGENCY LLC
Cranston, RI· ~18 mi
Insurance Agencies and Brokerages
- $78K
- SBA financing
- ≈ $153K–$255K
- Est. revenue (rough)
Lax & Company, Inc.
Warwick, RI· ~12 mi
Insurance Agencies and Brokerages
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
The Slocum Agency, Inc.
Warwick, RI· ~12 mi
Insurance Agencies and Brokerages
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Smyth Business Solutions LLC
Johnston, RI· ~21 mi
Insurance Agencies and Brokerages
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
A. Ricciotti Insurance Associates, LLC
Cranston, RI· ~17 mi
Insurance Agencies and Brokerages
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for BSA Wealth Advisors LLC in Saunderstown, RI (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 $42K
- On record FY2024
- Industry: Insurance Agencies and Brokerages
- Location: Saunderstown, RI
- Lender: BayFirst National Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in RI for ~$42k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-24.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- 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.
Is BSA Wealth Advisors LLC your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
Use this deal in ChatGPT
Ask ChatGPT to analyze this business with Capbench's SBA loan records, lender-fit data, and buyer prequalification tools.
ChatGPT will ask you to connect Capbench if you have not already approved it.
CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with BSA Wealth Advisors LLC.