Main Street Registry

Cal Oak Insurance Agency, LLC

Westlake Village, CA · Insurance Agencies and Brokerages · NAICS 524210

Cal Oak Insurance Agency, LLC is an insurance agency and brokerage located in Westlake Village, California. The company was financed with an SBA 7(a) loan for a change of ownership totaling $982,000, approved by United Midwest Savings Bank National Association on August 19, 2026.

SBA 7(a) loan, change of ownership, approved Aug 19, 2026

$982,000 approvedLender: United Midwest Savings Bank National Association10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$982,000
SBA-guaranteed amount
$736,500 (75% of the approval)
Lender
United Midwest Savings Bank National Association, De Graff, OH
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
9.25%, variable
Term
10 years (120 months)
Estimated maturity
August 19, 2036 (estimated, approval date plus term)
Estimated monthly payment
$12,573 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Sep 22, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
4
Business type
Corporation
NAICS
524210, Insurance Agencies and Brokerages
Project location
Ventura County, CA
SBA district office
Los Angeles District Office
Congressional district
CA-26
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 42% 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 California: $1,688,228.

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 California