Trusted Advisors

image 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

 


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.

 


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.

 

 


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)

 


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