Corporate Team

Offering hands-on expertise to deliver financial results to our clients and legendary service to our guests.

 
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ACCOUNTING and FINANCIAL SERVCES

Frazee Ivy Davis, PLC, a CPA Firm

PRINCIPAL

John Ivy, Jr., CPA, Member

john.ivy@fidcpa.com

901-685-1040

John serves a highly diverse client base of private companies, not-for-profit enterprises, families, individuals, professionals, investors, trusts, and estates.  He leads the firm's tax and client accounting management group.

Practice Areas

  • Business, individual, trust, and estate taxation
  • Outsourced accounting services
  • Healthcare and professional firms
  • Non-profit organizations and school
  • Retail and distribution merchants
  • Commercial and hotel property portfolios

Hospitality Support Services

  • Monthly accounting and financial statements
  • Cash management and payables processing
  • Payroll processing
  • Asset accounting / depreciation schedules
  • Tax return preparation
  • Analysis and consulting

 

 

LEGAL SERVCES

Glankler Brown, PLLC, Attorneys at Law

 

Lynn A. Gardner, Member

lgardner@glankler.com

901.576.1704

Lynn A. Gardner concentrates her practice in the areas of commercial and residential real estate and secured lending. In her real estate practice, she represents individuals, corporations and financial institutions in connection with the acquisition, development, construction, leasing and financing of real property. In the secured lending area, Ms. Gardner has represented financial institutions in connection with the preparation of loan documents and the closing of loans secured by accounts receivable, inventory, equipment, contract rights, securities, and other collateral.

Practice Areas

  • Real estate acquisitions and sales
  • Financing and secured lending
  • Construction, leasing, zoning, and land use
  • Regulatory matters including environmental issues, and the exercise of rights and remedies such as receiverships and foreclosures

Hospitality Support Services

  • Purchase and sale agreement review/preparation for hotel projects
  • Hotel acquisition agreement review
  • Contractor reviews
  • Entity formations

 

PROPERTY INSURANCE SERVCES

Lipscomb & Pitts Insurance Company, LLC, an Insurance Agency

Jay Harvill, Sr. VP, Principal/Owner/Member

JayH@lpinsurance.com

901.321.1046

Other contact: 

Jessica Walters

JessicaW@lpinsurance.com

901.321.1076

 

Jay Harvill has been with Memphis-based Lipscomb & Pitts since 1993, where he began his career in the insurance industry.  He provides high-level risk management advice and program structure to his client base.  Representing over 200 insurance companies, Lipscomb & Pitts has specialized departments to handle risks any business may face.

Practice Areas

  • Property
    • General liability, automobile, cargo, workers comp, excess liability, physical damage, crime, marine, aviation, international
  • Executive practices
    • Directors & officers, employment practices liability, fiduciary liability, employee dishonesty, kidnap & ransom, cyber liability, professional liability, errors & omissions

Hospitality Support Services

  • Property liability and workers comp insurance policies for hotel projects
  • Surety bonds for utilities for hotel properties

 

BANKING SERVCES

Triumph Bank, Commercial Lending/Banking Institution

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Lauren Jarrell, Senior Vice President/Commercial Real Estate

mailto:laurenj@triumphbank.com

901.333.8808

Lauren Jarrell has been with Triumph Bank......... 

 

Practice Areas

  • Commercial lending
    • Real estate term loans, real estate construction loans, small business administration loans, business term loans, operating lines of credit, equipment loans
  • Business banking
    • Checking and savings accounts

Hospitality Support Services

  • Mortgage loans for purchase or acquisition of properties
  • Construction loans for development projects
  • Lines of credit
  • Banking services - checking and savings accounts

 

 

DEVELOPMENT PARTNERS

Dewey Andrew

Duncan Dorris

Jason Crews