One Team.
Partners in What’s Next.

— Bio —

David has been providing companies with superior accounting, tax and valuation services for almost 40 years. He started his career in Ocala and quickly became a partner in a large local firm. He has continued to find innovative ways to deliver value-add services and create long-lasting trusting relationships, anchored in a firm culture focused on quality and accessibility.

— History —

David holds a Bachelor of Science in Business Administration with a major in Accounting from the University of Florida. He is a licensed CPA and Certified Valuation Analyst (CVA), and a member of the Florida Institute of CPAs, the AICPA, and the National Association of Certified Valuation Analysts (NACVA). He splits time between Ocala and Jacksonville, where his wife and two sons live, and enjoys time with his five grandkids — plus yard work, golf, and fishing.

— Bio —

Jay has been helping companies navigate business strategies and optimize their potential for over ten years. He started his career with PwC and KPMG before moving into the private sector, where he managed the financial planning and analysis group for a large public financial-services organization. He then spent over two years as the CFO for a healthcare company in Jacksonville, FL.

— History —

Jay holds a Bachelor of Science in Business Administration from the University of Florida. He also earned a Master of Science in Accounting and an M.B.A. from Northeastern University. He is a licensed Certified Public Accountant (CPA) and Certified Valuation Analyst (CVA). Jay grew up in Ocala, FL and now resides in Jacksonville with his wife and two daughters. As a native Floridian, he loves fishing, golf, and the outdoors.

— Bio —

Rebecca has almost 20 years of public accounting experience specializing in both accounting and business valuations. She has performed numerous business valuations with a specialty in business damages as they relate to eminent domain takings, and is an expert witness for business damage and business valuation cases. Her experience and knowledge allow her to give clients clear strategy on how to navigate both the valuation process and the obstacles that surround it.

— History —

Rebecca is a Certified Valuation Analyst and is planning to gain her Certified Public Accountant designation soon. She was born and raised in Ocala and her son is attending college in Minnesota. She is active in many non-profit organizations providing oversight and board-of-director duties, and serves as treasurer of the Associate of Eminent Domain Professionals. When Rebecca isn't at work or volunteering, she enjoys riding her motorcycle and running.

— Bio —

With 25 years of leadership experience successfully guiding companies through mergers & acquisitions, strategic planning, start-ups, sales growth, management, and turnaround services, Jim brings a diverse skill set to the H2 team. He started his career in Washington, DC where he quickly became a director of a federally chartered bank, then launched his own company, which he grew into a national presence before moving with his family to Jacksonville. In his next venture, he founded a consulting firm in Jacksonville focused on small and medium-sized businesses; that practice has since taken him around the world, with over 100 transactions closed across the U.S., Germany, Denmark, Belgium, Ireland, Australia, Brazil, and the Netherlands.

— History —

Jim holds a Bachelor of Science in Business Administration with a major in Marketing and Management from Xavier University in Cincinnati, OH. He has received multiple awards throughout his career including 40 Under 40, Fastest Growing Company, and Best Places to Work, as well as various awards in the M&A industry in 2014, 2015, 2017, 2018, and 2019. Jim resides in Jacksonville, FL with his wife and three kids. He enjoys spending time with his family making memories, coaching their sports, and visiting his oldest son at UGA for football games.

— Bio —

Killian is a Manager of Transaction Advisory at H2 Advisors, where his work is focused on the lower middle market — advising founder-owned and family-operated businesses on sell-side transactions, accounting functions, and strategic advisory engagements across a range of industries. Previously, he was an Audit Senior Associate at KPMG, where he built the diligence and financial-reporting foundation he now applies to every deal.

— History —

Killian holds both a Bachelor's and Master's degree in Accounting from the University of Georgia's Terry College of Business and is a licensed Florida CPA. Outside of work, he serves on the board of the All Kids First nonprofit and previously competed as a Division I baseball player at UGA and a member of the USA Collegiate National Team.

— Bio —

Nathan leads tax work at H2 Advisors, covering compliance and planning for business owners and individuals. His view is that preparation and planning are two different services: preparation puts the numbers in the boxes and keeps you compliant, while planning looks forward at what can actually change the outcome. That means entity structure as a business grows, how an owner pays themselves, what has to happen before a sale, and which expenses hold up at year end. He also handles the unglamorous work that keeps clients out of trouble, from late S elections to income the IRS coded to the wrong account.

— History —

Nathan began his career at a large accounting firm, where he built his technical foundation in tax compliance and client service before joining H2 Advisors.

— Bio —

Jimbo is Vice President of Mergers & Acquisitions at H2 Advisors, where he builds the confidential information memorandums and teasers behind every deal and leads buyer outreach. In a firm this size, that also means wearing several hats: pitching new clients, representing H2 at ACG events, and managing relationships through the parts of a transaction that matter most. Client management is the part he likes best, walking owners through deal terms, what buyers are saying, and what each offer really means. As he puts it, H2 gets to be a small piece of the story of founders realizing the American dream, after 30, 40 or 50 years of building something.

— History —

Jimbo joined H2 Advisors directly out of the University of Georgia, where he worked as a student equipment manager for the Georgia football team, including a national championship season. Those years, balancing 60 to 80 hour weeks with school, taught him the time management and composure under pressure that carry into a live negotiation. His deepest industry experience is in the pool sector, and he works with businesses across the Southeast with revenue from $5 million to $75 million.