Heritage Capital Group

In his monthly series, Bill Prescott analyzes key economic indicators, offering insights into the current state of the economy. While the manufacturing index shows some softness, other indicators reflect positive growth year-over-year and month-over-month. The Federal Reserve’s recent 50 basis point rate reduction likely influenced this upward trajectory. It will be intriguing to observe whether this momentum persists into November, particularly in light of the election results. #HeritageCapitalGroup #economy #capitalraise #growthcapital #sellyourbusiness #consulting

Join the Estate Planning Council Of Northeast Florida for an engaging lunch and learn session titled The Devil is in the Details – What to Advise Clients About in 2025, moderated by Bill Sorenson, CEO of Heritage Capital Group. This insightful program will feature a distinguished panel of experts, including Robert Trudeau from Purcell Flanagan Hay & Green, Peter Blumeyer from Holland & Knight, and Jeff Newman MBA, CFP? from Jones Lowry, offering invaluable guidance on this critical topic. The event starts with lunch and networking at 11:30 AM, followed by the program from 12:00 PM to 1:00 PM. Be sure to RSVP by Monday, November 25th, at NEFepc.org. Attendance is free for Estate Planning Council members with an RSVP, while non-members can attend for $25.

???????????????????????? ????????: ???????????? ???????? ???????????????????? ?????????????? & ?????????????????? ???????????????????? ?????????????? Heritage Capital Group is excited to invite college students to apply for our ???????????? ???????? ???????????????????? ?????????????? ?????? ?????????????????? ???????????????????? ??????????????. This unique opportunity provides immersive, hands-on experience in investment banking, mergers and acquisitions, and business valuation. Interns will work directly with seasoned professionals on live deals, receive comprehensive training to build expertise in finance, technical analysis, and strategic thinking, and gain proficiency with essential business and finance tools. If you're passionate about finance and ready to develop real-world expertise, we encourage you to apply—???????????? ?????? ???????? ?????????? ???? ?????? ??????????????! https://lnkd.in/geBGEfvn #InvestmentBanking #Valuation #InternshipProgram #Summer2025Internship #FinanceCareers #FinanceInternship

Last month, a few of our principals had the pleasure of attending the Oaklins Fall Conference in Paris. This annual gathering brings together investment banking professionals from around the world, and as proud members of Oaklins, we’re reminded of the immense value that our global network provides to our clients. Being part of Oaklins gives us access to unparalleled international connections, market insights, and specialized expertise. This collaboration empowers us to deliver innovative solutions and successful outcomes in cross-border transactions, ensuring we can navigate the unique challenges our clients face. Thank you to Oaklins and all our colleagues we saw in Paris! Alex Kellison Doug Kravet Donald Wiggins Mary Frosio #HeritageCapitalGroup #InvestmentBanking #Oaklins #GlobalNetwork #Paris

Last week, the Heritage Capital Group team joined board member Melissa Ann Lockhart, CPA/ABV in a telethon to support Changing Homelessness . Special thanks to Frances, Serxhi, Joy, Bill, and Mac for dialing up donations, along with all those who called in. In just two hours, the team raised over $3,500, joining community leaders, including NFL Hall of Famer LeRoy Butler, to make an impact. Click here to learn more about Changing Homelessness: https://lnkd.in/eE39Pk8G #ChangingHomelessness #HeritageCapitalGroup #BVI #BusinessValuationInc

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