Heritage Capital Group

Heritage Capital Group welcomes Jason Assi to our intern team! Jason joins us from the University of North Florida, where he's completing his final semester with dual degrees in Finance and Financial Planning and is set to graduate in December 2024. His impressive background includes internships with the investment banking team at H2 Advisors and the land team at Dream Finders Homes. Jason is also Vice President of UNF's Finance & Investing Honor Society, where he's led initiatives to privatize the club and establish it as a charter of the Financial Management Honor Society. Beyond finance, he's a skilled mixed martial artist, representing Lebanon in IMMAF competitions focusing on Brazilian Jiu-Jitsu. We're excited to have Jason on board and look forward to his contributions to our team. https://lnkd.in/e5mTcTCf #HeritageCapitalGroup #FinanceInternship

In his monthly series, Bill Prescott analyzes key economic indicators, offering insights into the current state of the economy. The data continues to point to a broad economic slowdown. Long-term interest rates have increased following the Federal Reserve's recent 50-basis-point rate hike, indicating that elevated rates may become a persistent feature, posing challenges for certain businesses. Attention is now focused on inflation metrics, the Federal Reserve's upcoming rate decision in November, and the potential impact of the forthcoming election. #HeritageCapitalGroup #economy #capitalraise #growthcapital #sellyourbusiness #consulting

Join our metals team at the North American Steel Alliance (NASA) Forecast Conference in Chicago, Illinois, on October 21-23, 2024. This event will focus on the future of the steel industry, including market trends, economic outlook, and technological advancements. Whether you're looking to expand your business through acquisition, explore exit strategies, or looking for ways to improve your company’s enterprise value, we welcome the chance to connect with you. To arrange a meeting and discuss potential collaboration, please don't hesitate to contact one of our team members through LinkedIn or directly. Connect with our team: Bert Tenenbaum (attending NASA) John Montgomery (attending NASA) Stan Baucum (attending NASA) Doug Kravet Mike Young Chad M. Potter John Pregulman Bill Sales, Jr. #HeritageCapitalGroup #sellyourbusiness #metalsindustry

We welcome Michael D. Samoyedny to Heritage Capital Group as our newest intern! Michael is currently a senior at the University of North Florida, on track to graduate in May 2025 with a degree in Finance and a minor in Economics. He is also an active member of the Osprey Financial Group, where he manages consumer staples and fixed-income portfolios, bringing valuable insights into Asian market trends. Michael comes to us with impressive experience, having interned at FIS in audit and at UNF's University Planning & Budget Office, where he gained hands-on exposure to financial analysis and strategic planning. We're excited to have Michael on board and look forward to his contributions to our team. #HeritageCapitalGroup #FinanceInternship

Heritage Capital Group and Business Valuation, Inc are proud to sponsor the upcoming Changing Homelessness 'Make the Call' telethon on October 10th. Dawn Gilman, CEO and Ywana Allen of Changing Homelessness were joined by Jacksonville native and Pro Football Hall of Fame safety, Leroy Butler, to personally thank Heritage and BVI for their contribution. Changing Homelessness is a non-profit organization that works to prevent and end homelessness in Northeast Florida. Through partnerships with over 50 agencies, they provide housing services, manage data systems, and advocate for solutions to homelessness, particularly for veterans and families. The organization coordinates community resources and raises awareness to create lasting change. Tune into the 'Make the Call' telethon on Oct 10th from 8 am-6 pm on First Coast News or call in a donation at 904-516-2551. #MakeTheCall #ChangingHomelessness #GiveBackJax #HeritageCapitalGroup #BusinessValuationInc

Heritage Capital Group is pleased to announce that its client, AQUAfin Swim Schools, has been acquired by Emler Swim School. AQUAfin is a swim school that provides individual and group swimming lessons for infants through adults. The Company uses a proprietary progress-based curriculum model that places students in classes based on their level of proficiency, not just their age. AQUAfin was founded by two-time Olympic swimmer and The Bolles School alumnus, Nimrod Shapira. It is the largest privately held swim school chain in Florida, with eight locations across the state. The deal team was led by Bill Prescott and included Joe Hawkins, Howard Serkin, Charles West, Robert Cilek, and Robert Ward. For more information visit: https://lnkd.in/emxhzeP3 #HeritageCapitalGroup #sellyourbusiness #investmentbank

In his monthly series, Bill Prescott examines key economic indicators to offer an in-depth analysis of the economy. With the exception of travel, the data suggests a weakening economic outlook. The Federal Reserve's recent 50-basis-point interest rate cut may have responded to this slowdown, though it carries the risk of reigniting inflation. Monitoring how the economy responds to this rate adjustment will be important. #HeritageCapitalGroup #economy  #capitalraise #growthcapital #sellyourbusiness #consulting

Heritage Capital Group and its sister company, Business Valuation, Inc. are pleased to announce Sarah Miller has joined the team as a marketing intern. This internship program offers valuable, practical experience in real-world data analysis and marketing projects. During her time with us, she will gain hands-on knowledge while working alongside seasoned professionals who are eager to share their expertise.   Sarah is a senior at the University of North Florida. She is majoring in marketing with a minor in digital marketing and analytics. As a member of the American Marketing Association at UNF, Sarah has found her passion in business strategy and marketing analytics. In her free time, Sarah is very involved in the AKC and regularly competes with her dogs. When she is not in the ring, she enjoys crocheting and spending time with her friends and family.   Welcome to the team, Sarah! https://lnkd.in/e3r6jq5q #HeritageCapitalGroup #MarketingInternship

Heritage Capital Group is honored to be a community sponsor for the Jacksonville Women's Business Center "Legacy of Leaders" event. For 20 years, the center has empowered women entrepreneurs and leaders across Northeast Florida. This event will celebrate the center's rich history, honor the women who built it, and recognize the success stories and lasting legacies created. We are proud to support this momentous occasion and the incredible women shaping the future of business. #HeritageCapitalGroup #LegacyOfLeaders #EmpoweringWomen #BusinessLeadership #JWBC #HeritageCapitalGroup #WomenInBusiness

Mergers and acquisitions in the metals industry aren't just happening by chance. They're driven by key economic and strategic factors reshaping the entire landscape. Want to know what's motivating companies to pursue these deals? Follow the link below to explore the insights! https://lnkd.in/duE5XnUN #HeritageCapitalGroup #metalsindustry