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HB Morgan, Inc. — SBA Loan Record (Cary, NC) | DealRoom

Intelligence/Offices of Certified Public Accountants/NC

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SBA lending record

HB Morgan, Inc.

1151 EXECUTIVE CIRCLE SUITE 101, Cary, NC 27511 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.4M

Total SBA financing

1

Loan on record

FY2020

On record

13

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is HB Morgan, Inc. your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$1,420,000 — FY2020

Gross approval: $1,420,000
SBA guaranteed: $1,065,000 (75%)
Status: Paid in full
Rate at approval: 5.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 1/2/2020
First disbursement: 1/31/2020
Days to fund: 29 days
Paid in full: 6/30/2022
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 13
Business type: Corporation
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: First Horizon Bank
Address: 1151 EXECUTIVE CIRCLE SUITE 101
City: Cary, 27511
County: Wake
SBA district office: NORTH CAROLINA DISTRICT OFFICE
Congressional district: 2

The lender

First Horizon Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding offices of certified public accountants — by location, industry.

SBA lenders in North Carolina Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in North Carolina

Similar businesses

Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Akilah Waldrond CPA PLLC

Furquay Varina, NC· ~12 mi

Offices of Certified Public Accountants

$925K
SBA financing: ≈ $1.8M–$3.0M
Est. revenue (rough)

W CLAY BLUE JR CPA

Raleigh, NC· ~8 mi

Offices of Certified Public Accountants

$1.0M
SBA financing: ≈ $2.0M–$3.3M
Est. revenue (rough)

Roper Accounting Group LLC

Raleigh, NC· ~14 mi

Offices of Certified Public Accountants

$613K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

Aegis Accounting LLC

Raleigh, NC· ~11 mi

Offices of Certified Public Accountants

$344K
SBA financing: ≈ $674K–$1.1M
Est. revenue (rough)

LORI AVENI CPA PLLC

Apex, NC· ~4 mi

Offices of Certified Public Accountants

$240K
SBA financing: ≈ $471K–$784K
Est. revenue (rough)

Raleigh Accounting and Tax Strategies LLC

Raleigh, NC· ~11 mi

Offices of Certified Public Accountants

$306K
SBA financing: ≈ $599K–$998K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for HB Morgan, Inc. in Cary, NC (Offices of Certified Public Accountants). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $1.4M
On record FY2020
13 jobs supported
Industry: Offices of Certified Public Accountants
Location: Cary, NC
Lender: First Horizon Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in NC for ~$1.4M deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/hb-morgan-inc-nc
API:: https://dealroom.so/api/public/businesses/hb-morgan-inc-nc
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is HB Morgan, Inc. your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with HB Morgan, Inc..