Main Street Registry

Bell City Wealth, Inc.

Hillsboro, OH · Insurance Agencies and Brokerages · NAICS 524210

Bell City Wealth, Inc., located in Hillsboro, Ohio, operates in the insurance agencies and brokerages industry (NAICS 524210). The company was financed with an SBA 7(a) loan for a change of ownership of $4.3 million, approved on December 17, 2025, through Associated Bank National Association.

SBA 7(a) loan, change of ownership, approved Dec 17, 2025

$4,298,000 approvedLender: Associated Bank National Association10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$4,298,000
SBA-guaranteed amount
$3,223,500 (75% of the approval)
Lender
Associated Bank National Association, Green Bay, WI
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
7.81%, fixed
Term
10 years (120 months)
Estimated maturity
December 17, 2035 (estimated, approval date plus term)
Estimated monthly payment
$51,716 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Jan 2, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
2
Business type
Corporation
NAICS
524210, Insurance Agencies and Brokerages
Project location
Highland County, OH
SBA district office
Columbus District Office
Congressional district
OH-02
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 95% 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 Ohio: $1,840,340.

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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Same industry in Ohio