Heritage Behavioral Health and Wellness LLC
Heritage Behavioral Health and Wellness LLC is a business in Houston, TX, in the offices of mental health practitioners (except physicians) industry. It was financed with an SBA 7(a) loan for a change of ownership of $1.14 million, with Susser Bank as the lender, approved on September 30, 2025.
SBA 7(a) loan, change of ownership, approved Sep 30, 2025
$1,140,000 approvedLender: Susser Bank10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $1,140,000
- SBA-guaranteed amount
- $855,000 (75% of the approval)
- Lender
- Susser Bank, Dallas, TX
- Processing method
- Preferred Lender Program: lender approved under delegated SBA authority
- Initial interest rate
- 8.99%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- September 30, 2035 (estimated, approval date plus term)
- Estimated monthly payment
- $14,435 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Jan 2, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 22
- Business type
- Corporation
- NAICS
- 621330, Offices of Mental Health Practitioners (except Physicians)
- Project location
- Harris County, TX
- SBA district office
- Houston District Office
- Congressional district
- TX-02
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Not reported as sold
- Revolving line of credit
- No (term loan)
- Larger than 42% of acquisition loans in Offices of Mental Health Practitioners (except Physicians) on this site.
- Average acquisition loan in Offices of Mental Health Practitioners (except Physicians): $1,394,742.
- 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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- Monarch Behavioral Health PLLC, San Antonio
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