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Rosales Agency Inc.

Agoura Hills, CA · Insurance Agencies and Brokerages · NAICS 524210

Rosales Agency Inc., located in Agoura Hills, California, 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 $5 million, approved on April 19, 2026, through lender Port 51 Lending LLC.

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

$5,000,000 approvedLender: Port 51 Lending LLC10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$5,000,000
SBA-guaranteed amount
$3,750,000 (75% of the approval)
Lender
Port 51 Lending LLC, New York, NY
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
9.5%, variable
Term
10 years (120 months)
Estimated maturity
April 19, 2036 (estimated, approval date plus term)
Estimated monthly payment
$64,699 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Jun 1, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
5
Business type
Corporation
NAICS
524210, Insurance Agencies and Brokerages
Project location
Los Angeles County, CA
SBA district office
Los Angeles District Office
Congressional district
CA-26
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 97% 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