SBA lending record
Schnee Inc
3425 LIMEKILN PIKE SUITE 3, Chalfont, PA 18914 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$221K
Total SBA financing
2
Loans on record
FY2024
On record
14
Jobs supported
Franchise brand
Goosehead Insurance
See Goosehead Insurance's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
Is Schnee Inc your business?
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All 2 loans
$75,000 — FY2024
Loan 1 of 2- Gross approval
- $75,000
- SBA guaranteed
- $37,500 (50%)
- Status
- Current
- Rate at approval
- 12.3% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/23/2024
- First disbursement
- 4/29/2024
- Days to fund
- 6 days
- Collateral
- Required
- Jobs supported
- 8
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Address
- 3425 LIMEKILN PIKE SUITE 3
- City
- Chalfont, 18914
- County
- Bucks
- SBA district office
- PHILADELPHIA DISTRICT OFFICE
- Congressional district
- 1
$145,700 — FY2024
Loan 2 of 2- Gross approval
- $145,700
- SBA guaranteed
- $123,845 (85%)
- Status
- Current
- 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
- 11/4/2023
- First disbursement
- 11/9/2023
- Days to fund
- 5 days
- Collateral
- None
- Sold on secondary market
- Yes
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
- NAICS code
- 524210
- Franchise
- Goosehead Insurance
- Franchise code
- S0734
- Lender
- BayFirst National Bank
- Address
- 3425 Limekiln Pike, Suite 3
- City
- Chalfont, 18914
- County
- Bucks
- SBA district office
- PHILADELPHIA DISTRICT OFFICE
- Congressional district
- 1
The lenders
TD Bank, National Association
1 loan to this businessFull SBA lending record + branches on the lender page →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, and brand.
Other Goosehead Insurance locations
Other Goosehead Insurance businesses in the public SBA record — closest first, by location and deal size.
THE SMITH AGENCY LLC
Hamilton Township, NJ· ~28 mi
Goosehead Insurance
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Compston Insurance Group LLC
Newark, OH· ~381 mi
Goosehead Insurance
- $175K
- SBA financing
- ≈ $343K–$572K
- Est. revenue (rough)
Huntsman Agency, LLC
Idaho Falls, ID· ~1891 mi
Goosehead Insurance
- $195K
- SBA financing
- ≈ $382K–$637K
- Est. revenue (rough)
Certainty Insurance Group LLC
Salisbury, MD· ~132 mi
Goosehead Insurance
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
Workman Agency LLC
San Angelo, TX· ~1529 mi
Goosehead Insurance
- $260K
- SBA financing
- ≈ $510K–$850K
- Est. revenue (rough)
Aim Insurance Services Inc.
Rolling Meadows, IL· ~677 mi
Goosehead Insurance
- $300K
- SBA financing
- ≈ $588K–$980K
- Est. revenue (rough)
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.
Lando Holdings LLC
Lansdale, PA· ~4 mi
Insurance Agencies and Brokerages
- $171K
- SBA financing
- ≈ $335K–$559K
- Est. revenue (rough)
R.D. Fink Agency, Inc.
Doylestown, PA· ~6 mi
Insurance Agencies and Brokerages
- $235K
- SBA financing
- ≈ $461K–$768K
- Est. revenue (rough)
PENNSYLVANIA LIFE SOLUTIONS LLC
North Wales, PA· ~4 mi
Insurance Agencies and Brokerages
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
NICHOLAS DE MAIO
Perkasie, PA· ~10 mi
Insurance Agencies and Brokerages
- $220K
- SBA financing
- ≈ $431K–$719K
- Est. revenue (rough)
AVSJ Investments LLC
Hatboro, PA· ~7 mi
Insurance Agencies and Brokerages
- $367K
- SBA financing
- ≈ $719K–$1.2M
- Est. revenue (rough)
MDB Karakaedos Insurance Agency, Inc.
Philadelphia, PA· ~16 mi
Insurance Agencies and Brokerages
- $225K
- SBA financing
- ≈ $441K–$735K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Schnee Inc in Chalfont, PA (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 $221K
- On record FY2024
- 14 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Chalfont, PA
- Lenders: TD Bank, National Association, 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 PA for ~$110k 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 2026-06-17.
- 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 Schnee Inc your business?
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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 Schnee Inc.