Bio

Dan Edelman is a principal with Heritage Capital Group. Dan’s primary focus is advising clients on mergers and acquisition transactions as well as strategic planning. Dan has over 40 years of public accounting experience, all in the Jacksonville area. He was one of the founders of Presser, Lahnen & Edelman, one of the area’s largest independent accounting firms, prior to its partners joining Dixon Hughes Goodman, LLP (“DHG”) in June 2009. Before joining DHG, he had been the firm’s managing partner, and after joining DHG, he was DHG’s Florida managing partner until he retired in May 2020. His accounting practice focused on general business consulting, complex tax planning, and the resolution of complex business problems. In addition to being a CPA, Dan has been certified in business valuations and financial forensics. He has been involved in over 300 business valuation and litigation matters as well as over 100 merger and acquisition transactions. He has also served on the board of directors of two publicly traded companies, one of which went through significant rapid growth, including acquisitions. Dan has been very involved in the business and non-profit community, having served as the chairman of the board of directors of Hope Haven Children’s & Family Clinic and The Jacksonville Public Library Board Foundation. He also previously served on the Executive Committee of the Jacksonville Civic Council and the boards of the University of North Florida Foundation, the Baptist Hospital Foundation, KIPP Jacksonville Schools, the University of Florida Health Proton Therapy Institute, and the Cummer Museum.