Bill is CEO and a principal at Heritage Capital Group, Inc., a middle-market investment banking firm headquartered in Jacksonville, Florida. His primary focus is leading Heritage Capital’s team of advisors focused on providing clients expert advice in selling or acquiring business or raising capital for growth. During his nearly 20 year term at the firm, Bill lead both sell-side and buy-side assignments for clients. He also serves as the President of Business Valuation, Inc, a full-service valuation firm and a sister company to Heritage Capital Group. His valuation experience includes hundreds of valuations for clients in multiple industries to support transactions, buy/sell agreements, financial reporting, tax filing, and estate planning.
Prior to joining Heritage Capital Group, Bill served as a director of management consulting services for an engineering and management services contractor. He also served as a manager for the Supply Chain Optimization team for the consulting division of Deloitte & Touche, LLP, leading consulting projects and serving as manufacturing lead for Enterprise Resource Planning system implementations. Bill began his career in defense contracting and provided logistics support for multiple U.S. Navy weapon system programs.
Bill is the past president of the Rotary Club of Jacksonville, serving 2021-2022, and is a graduate of the Leadership Jacksonville class of 2015. In 2016, he was appointed to the National Advisory Council for the National Association of Women Business Owners. He serves on the Governing Body of the Jacksonville Women’s Business Center’s ATHENAPowerLink® program. Bill currently serves on the Board of the North Florida Chapter of the Association for Corporate Growth as an officer. Bill has served as a judge for the annual Manufacturers Association of Florida’s Manufacturers of the Year Award. He earned a B.B.A from Virginia Tech and an M.B.A., with a concentration in operations and management information systems, from Purdue University. He is a Certified Valuation Analyst (CVA) and holds Series 79, 63, and 24 licenses. Bill is also a licensed real estate broker in Florida.
