SBA lending record
Integrity Personal Insurance
4500 ELDORADO PKWY, Mckinney, TX 75070 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$482K
Total SBA financing
2
Loans on record
FY2024
On record
36
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$352,000 — FY2024
Loan 1 of 2- Gross approval
- $352,000
- SBA guaranteed
- $264,000 (75%)
- Status
- Paid in full
- Rate at approval
- 10.99% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 3/20/2024
- First disbursement
- 4/1/2024
- Days to fund
- 12 days
- Paid in full
- 11/30/2024
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 16
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Lender
- Live Oak Banking Company
- Address
- 4500 ELDORADO PKWY
- City
- Mckinney, 75070
- County
- Collin
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 3
$130,000 — FY2024
Loan 2 of 2- Gross approval
- $130,000
- SBA guaranteed
- $110,500 (85%)
- Status
- Paid in full
- Rate at approval
- 10.99% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 9/26/2024
- First disbursement
- 9/30/2024
- Days to fund
- 4 days
- Paid in full
- 11/30/2024
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 20
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Lender
- Live Oak Banking Company
- Address
- 439 VIRGINIA PKWY
- City
- Mckinney, 75071
- County
- Collin
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 3
The lender
Live Oak Banking Company
2 loans 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.
Adrian Golden Farmers Insurance LLC
Mckinney, TX· ~4 mi
Insurance Agencies and Brokerages
- $526K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Martinez Squared Investments, LLC
Plano, TX· ~10 mi
Insurance Agencies and Brokerages
- $548K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Hilda & Leola Holdings, LLC
Plano, TX· ~10 mi
Insurance Agencies and Brokerages
- $563K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Jeff Van Matre Insurance Agency LLC
Carrollton, TX· ~14 mi
Insurance Agencies and Brokerages
- $595K
- SBA financing
- ≈ $1.2M–$1.9M
- Est. revenue (rough)
CARMONA BOOK TWO, LLC
Frisco, TX· ~11 mi
Goosehead Insurance
- $300K
- SBA financing
- ≈ $588K–$980K
- Est. revenue (rough)
Unbridled Insurance Agency LLC
Mckinney, TX· ~1 mi
Insurance Agencies and Brokerages
- $967K
- SBA financing
- ≈ $1.9M–$3.2M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Integrity Personal Insurance in Mckinney, 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.
- 2 SBA 7(a) loans totaling $482K
- On record FY2024
- 36 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Mckinney, TX
- Lender: Live Oak Banking Company
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 ~$241k 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 2026-06-19.
- 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.
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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 Integrity Personal Insurance.