Trusted Advisors

Pciture of Kimberly Deas

Kimberly A. Deas
130 Corridor Rd. Suite 1074
Ponte Vedra Beach, FL, 32004

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Murphy Business & Financial Services

As a Certified Business Broker (BCI), Kimberly specializes in selling quality small businesses (under $10M in sales). Kimberly offers comprehensive turnkey support in selling to both individual buyers and companies both locally and nationally. For an experienced professional, Call Kimberly.

 Awards:

– 2014, 2015, 2016 Million Dollar Plus Award
– Designed on-boarding training (188 chapters, 23 chapters) for Murphy Business that certifies all brokers
– Trained at numerous Murphy Annual Conferences
– Earned Prestigious Board Certified Business Intermediary

 

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Cathy Hagan, CEPA, CBCP, CGBP, CFP
12000 Alumni Dr.
Jacksonville, FL, 32224

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FSBDC at UNF

Specialty: Exit Planning, Marketing, Process Management, Growth Acceleration, Business Continuity.

 

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Bill Hart
10751 Deerwood Park Blvd. Ste 302
Jacksonville, FL, 32256

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Retirement Strategies

Wealth management business serving the financial planning and investment needs of individuals and businesses.

 

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Lauri M. Lee
6622 Southpoint Dr. S. Suite 330
Jacksonville, FL, 32216

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Elevate Business Law

Laurie is the founder and lead attorney of Elevate Business Law. We are 100% dedicated to small businesses throughout Florida. We define “small business” as under $10 million in annual revenues and less than 20 employees. A large number of our clients are specialized service providers.

Awards:

-AV Preeminent® Peer-Rated by Martindale-Hubbel®, which is the legal profession’s highest possible rating for professional ethical standards and legal ability

-Chosen as Legal Elite of 2017 Best SME & Technology Business Law Firm – Florida

Jacksonville Bar Leadership:

-Co-Chair of the Transactional Section (2016-17)

-Chair of the Corporate & Business Law Committee (2014-15, 2015-16)

 

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Mark R. Patrick, CPA
4029 Atlantic Blvd.
Jacksonville, FL, 32207

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Patrick & Raines, CPAs

Tax Planning/Preparation, Business Planning/Systems/Controls, SAll Levels of Accounting & Financial Statement Reporting, Estate & Retirement Planning, Church Consulting, Construction, Logistics, Not for Profit Organizations, Payroll Preparation and Reporting

 

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Pat Hubbard, CFP
4040 Woodcock Dr. Suite 205
Jacksonville, FL, 32207

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Pat Hubbard, CFP

The Hubbard Planning Group is an independent financial planning firm serving the best interests of professional practitioners and small business owners since 1986. Our clients have worked hard, saved well, and value professional advice.

 

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Cal R. Heseman
9770 Old Baymeadows Rd. Suite 103
Jacksonville, FL, 32256

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Cal R. Heseman

Cal specializes in Business Brokerage, Mergers and Acquisitions, Business Valuations and Exit Strategy Planning. He has over 30 years experience in a wide variety of industries.