Stansell Wealth Planning, LLC
Stansell Wealth Planning, LLC is located in Plano, TX, and the SBA lists its industry as Portfolio Management and Investment Advice. It was approved for an SBA 7(a) loan of $876,000 for a change of ownership on November 7, 2024.
SBA 7(a) loan, change of ownership, approved Nov 7, 2024
- Gross approval
- $876,000
- SBA-guaranteed amount
- $657,000 (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
- 8.5%, fixed
- Term
- 10 years (120 months)
- Estimated maturity
- November 7, 2034 (estimated, approval date plus term)
- Estimated monthly payment
- $10,861 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Nov 15, 2024
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 2
- Business type
- Corporation
- NAICS
- 523940, Portfolio Management and Investment Advice
- Project location
- Collin County, TX
- SBA district office
- Dallas / Ft Worth District Office
- Congressional district
- TX-03
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 35% of acquisition loans in Portfolio Management and Investment Advice on this site.
- Average acquisition loan in Portfolio Management and Investment Advice: $1,481,771.
- Average acquisition loan in Texas: $1,944,682.
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 Texas
- More2 Wealth LLC, Conroe
- Christopher L. Hall, San Antonio