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
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.Full-Service Restaurants (36)
- 2.Limited-Service Restaurants (21)
- 3.All Other Professional, Scientific, and Technical Services (21)
- 4.General Freight Trucking, Long-Distance, Truckload (20)
- 5.Offices of Dentists (15)
- 6.General Automotive Repair (14)
- 7.Offices of Physicians (except Mental Health Specialists) (12)
- 8.Snack and Nonalcoholic Beverage Bars (9)
Most active states
- 1.California (67 deals)
- 2.Florida (61 deals)
- New York
Free · No obligation · Usually same-day
Get in touch with Heritage Bank Inc
Tell us where to reach you and we'll arrange the introduction — to Heritage Bank Inc or a comparable SBA specialist who fits your deal even better.
Recent deals
- WISHING WELL LIQUORS, LLC in Easton, MD — $2.4M (2026) · Beer, Wine, and Liquor Retailers
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $1.8M (75%)
- Approval → funding
- 7 days
- Approved
- 12/17/2025
- First disbursed
- 12/24/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
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.
Work at Heritage Bank Inc?
Claim this profile free to keep your lending record accurate, route buyer leads to your team, and sponsor your placement in the rankings.
Businesses Heritage Bank Inc financed
575 businesses on record — the 60 largest by funding. Each links to its full SBA record.
Work at Heritage Bank Inc?
Claim this profile to keep your record accurate, route buyer leads to your team, or sponsor your placement in the rankings.
DealRoom analysis of public lending records, FY2020–present. Not affiliated with Heritage Bank Inc.
AI summary
Heritage Bank Inc is an SBA lender tracked by DealRoom.so SBA Intelligence, with lending activity broken down by state, industry, and loan size from public records. DealRoom is not a lender.
Source: DealRoom.so SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. DealRoom is not a lender and does not guarantee financing.
Agent summary
This page summarizes Heritage Bank Inc's public SBA 7(a) lending record — deal sizes, industries, geography, and FDIC profile — from DealRoom.so SBA Intelligence. DealRoom 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
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- 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.
Find the bank most likely to fund your deal
Heritage Bank Inc is one of 1,000+ SBA lenders on record — and they all have different appetites. Tell us your deal size, industry, and location, and we'll point you to the banks that fund deals like yours.
Free · No documents · Usually same-day