SBA lending record

P3 & Associates, LLC

3721 ROME DR, Lafayette, IN 47905 · Investment Advice. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$3.7M

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

$3,700,000 — FY2021

Gross approval: $3,700,000
SBA guaranteed: $2,997,000 (81%)
Status: Paid in full
Rate at approval: 5.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 7/13/2021
First disbursement: 7/29/2021
Days to fund: 16 days
Paid in full: 12/31/2025
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 6
Business type: Corporation
Business age: Change of Ownership
Industry: Investment Advice
NAICS code: 523930
Lender: Live Oak Banking Company
Address: 3721 ROME DR
City: Lafayette, 47905
County: Tippecanoe
SBA district office: INDIANA DISTRICT OFFICE
Congressional district: 4

The lender

Live Oak Banking Company

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

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The banks most active funding investment advice — by location, industry.

SBA lenders in Indiana Lenders for investment advice Investment Advice lenders in Indiana

Similar businesses

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

HLC Acquisitions, Inc

Fort Wayne, IN· ~103 mi

Investment Advice

$3.1M
SBA financing: ≈ $6.1M–$10M
Est. revenue (rough)

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Moulton Financial Group LLC

Carmel, IN· ~49 mi

Investment Advice

$1.1M
SBA financing: ≈ $2.1M–$3.6M
Est. revenue (rough)

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Kyle Matthew Segelle

Chesterfield, MO· ~231 mi

Ameriprise Financial

$2.9M
SBA financing: ≈ $5.7M–$9.5M
Est. revenue (rough)

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FSA ADVISORS, LLC

Indianapolis, IN· ~55 mi

Investment Advice

$1.1M
SBA financing: ≈ $2.2M–$3.6M
Est. revenue (rough)

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Alpha Capital Dallas, LLC

Naperville, IL· ~112 mi

Investment Advice

$1.7M
SBA financing: ≈ $3.3M–$5.5M
Est. revenue (rough)

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MICHAEL FOGUTH FINANCIAL GROUP INC

Brighton, MI· ~215 mi

Investment Advice

$2.3M
SBA financing: ≈ $4.4M–$7.4M
Est. revenue (rough)

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Agent summary

This page summarizes the public SBA 7(a) lending record for P3 & Associates, LLC in Lafayette, IN (Investment Advice). 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 $3.7M
On record FY2021
6 jobs supported
Industry: Investment Advice
Location: Lafayette, IN
Lender: Live Oak Banking Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Investment Advice businesses in IN for ~$3.7M 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/p3-associates-llc-in
API:: https://www.capbench.com/api/public/businesses/p3-associates-llc-in
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 P3 & Associates, LLC.