Professional Resources

Offering hands-on expertise to deliver financial results to our clients and Legendary Service to our guests.

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ACCOUNTING and FINANCIAL SERViCES

Frazee Ivy Davis, PLC, a CPA Firm

PRINCIPAL

John Ivy, Jr., CPA, Member

john.ivy@fidcpa.com

901-685-1040

Website: www.fidcpa.com

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 SERViCES

Glankler Brown, PLLC, Attorneys at Law

Lynn A. Gardner, Member

lgardner@glanker.com

901.576.1704

Website:  www.glankler.com

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 SERVICES

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

Website: www.lpinsurance.com

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

  • Commercial property insurance

  • Executive practices insurance

  • Bonding and other specialized services

  • Risk management assessment

Hospitality Support Services

  • Property liability/commercial insurance packages

  • Workers Compensation coverage

  • Surety bonds for utilities for hotel properties

 

 

BANKING SERVICES

Simmons Bank, Commercial Lending/Banking Institution

Lauren Jarrell, Senior Vice President/Commercial Real Estate

lauren.jarrell@simmonsbank.com

901.333.8808

Website: www.simmonsbank.com

Lauren Jarrell has been with Simmons Bank (formerly Triumph Bank) for thirteen+ years.  She specializes in all of types of commercial real estate loans, including construction and existing projects, with terms tailored to fit the client’s needs.

Practice Areas

  • Commercial real estate lending

  • Real estate term loans, real estate construction loans

  • Business banking services

Hospitality Support Services

  • Mortgage loans for purchase or acquisition of properties

  • Construction loans for development and/or rehab projects

  • Lines of credit

  • Banking services - checking and savings accounts