Main Street Registry

Advanced Insurance and Financial Services, LLC

Davie, FL · Insurance Agencies and Brokerages · NAICS 524210

Advanced Insurance and Financial Services, LLC is an insurance agency and brokerage in Davie, Florida. The company was financed with an SBA 7(a) loan for a change of ownership totaling $1,255,000, approved on June 20, 2025 by Seacoast National Bank.

SBA 7(a) loan, change of ownership, approved Jun 20, 2025

$1,255,000 approvedLender: Seacoast National Bank14 years termStatus not reported (SBA exemption)Loan details
Gross approval
$1,255,000
SBA-guaranteed amount
$941,250 (75% of the approval)
Lender
Seacoast National Bank, Stuart, FL
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
7.95%, fixed
Term
14 years (168 months)
Estimated maturity
June 20, 2039 (estimated, approval date plus term)
Estimated monthly payment
$12,405 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Jul 3, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
32
Business type
Corporation
NAICS
524210, Insurance Agencies and Brokerages
Project location
Broward County, FL
SBA district office
South Florida District Office
Congressional district
FL-23
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 56% of acquisition loans in Insurance Agencies and Brokerages on this site.
  • Average acquisition loan in Insurance Agencies and Brokerages: $1,528,335.
  • Average acquisition loan in Florida: $1,808,559.

Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.

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