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Lender record

Heritage Bank Inc

The real lending record — every figure from funded deals. HQ: Burlington, KY.

587

Recent deals (FY20+)

$150K

Typical deal

13 days

Approval → funding

3.5%

Failure rate (FY20–23)

Where Heritage Bank Inc lends

Deals Heritage Bank Inc funded — list all 500 as text

Deal profile

Most Heritage Bank Inc deals land between $150K and $480K — that range covers half of everything they fund. Top industries and states:

Industries they fund most

  1. 1.Full-Service Restaurants (36)
  2. 2.Limited-Service Restaurants (21)
  3. 3.All Other Professional, Scientific, and Technical Services (21)
  4. 4.General Freight Trucking, Long-Distance, Truckload (20)
  5. 5.Offices of Dentists (15)
  6. 6.General Automotive Repair (14)
  7. 7.Offices of Physicians (except Mental Health Specialists) (12)
  8. 8.Snack and Nonalcoholic Beverage Bars (9)

Most active states

  1. 1.California (67 deals)
  2. 2.Florida (61 deals)
  3. 3.New York (46 deals)
  4. 4.Texas (44 deals)
  5. 5.Ohio (30 deals)
  6. 6.Illinois (29 deals)
  7. 7.Pennsylvania (29 deals)
  8. 8.Kentucky (22 deals)
  9. 9.Georgia (21 deals)
  10. 10.New Jersey (20 deals)

Franchises they finance most

Crumbl

5 deals

911 Restoration

4 deals

Cupbop

2 deals

Meineke Car Care Center

2 deals

The Human Bean

1 deals

Recent deals

  • WISHING WELL LIQUORS, LLC in Easton, MD — $2.4M (2026) · Beer, Wine, and Liquor Retailers
  • Sierra Mechanical Innovations, Inc. in Rancho Cordova, CA — $2.3M (2026) · Plumbing, Heating, and Air-Conditioning Contractors
  • THOMPSON FLAHERTY ACCOUNTANTS & TAX CONSULTANTS, LLC in Edwardsville, IL — $2.2M (2026) · purchase · Offices of Certified Public Accountants
  • SAPATER LLC in Tappan, NY — $1.5M (2026) · Other Personal Care Services
  • Sumo Express 6 LLC in Tacoma, WA — $1.5M (2026) · Full-Service Restaurants
  • LEADING EDGE METALS & ALLOYS, INC. in Torrance, CA — $1.3M (2026) · Metal Service Centers and Other Metal Merchant Wholesalers
  • CLEHB PARMA LLC in Parma, OH — $1.3M (2026) · Snack and Nonalcoholic Beverage Bars
  • Mitten Mobile Detailing LLC in Galesburg, MI — $1.2M (2026) · Automotive Body, Paint, and Interior Repair and Maintenance
  • JW Tire and Auto Ionia LLC in Ionia, MI — $1.1M (2026) · General Automotive Repair
  • Penn Pro Home Services LLC in Harrisburg, PA — $1.0M (2026) · Exterminating and Pest Control Services

Hover or tap a deal for terms: program, rate, SBA guarantee, days to fund.

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Failed deals

12 of Heritage Bank Inc's loans on record were charged off — the lender gave up collecting, which usually means the business failed. Each links to its full record.

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Businesses Heritage Bank Inc financed

575 businesses on record — the 60 largest by funding. Each links to its full SBA record.

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CapBench analysis of public lending records, FY2020–present. Not affiliated with Heritage Bank Inc.

Agent summary

This page summarizes Heritage Bank Inc's public SBA 7(a) lending record — deal sizes, industries, geography, and FDIC profile — from CapBench SBA Intelligence. CapBench is not a lender and does not originate or approve loans.

  • 587 SBA 7(a) loans on record
  • $150K typical deal
  • 44 business-acquisition loans
  • HQ: Burlington, KY

Next steps

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Data freshness:
SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:
Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:
https://www.capbench.com/lenders/heritage-bank-inc
API:
https://www.capbench.com/api/public/lenders/heritage-bank-inc
Methodology:
Sources & methodology
  • Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
  • Figures come from public records and CapBench methodology; verify before relying on them.
  • Lender matches are informational and based on public lending activity — they do not guarantee lender interest or approval.

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