Small Business and Commercial

Real Estate Brokerage

Picture of Dan Edelman

Dan Edelman

Principal | Heritage Capital Group
Sales Associate | Steel Beach Advisors
[email protected]


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 more than 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 with Dixon Hughes Goodman, LLP (“DHG”) in June 2009. Prior to joining DHG, he had been the firm’s managing partner, and, after joining DHG he was DHG’s Florida managing partner. Dan is a partner emeritus at DHG, having retired in May 2020. His accounting practice was focused on general business consulting, complex tax planning, and the resolution of complex business problems.

In addition to being a CPA, Dan is 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 is currently on the Board of Directors of the University of Florida Health Proton Therapy Institute and KIPP Jacksonville Schools. Previously, he has 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, and the Cummer Museum.