Why the Virtual Family Office Model Is Reshaping Wealth Management

When was the last time your wealth manager, CPA, attorney and insurance agent all sat down—together—to talk about you? If you’re like most successful business owners, the answer is probably: never, and independent research supports what you already know. Nearly 90% of wealthy investors want tax planning services, but only about a quarter say they’re … Read more

How to prepare your business for sale: Key steps to maximize value

Selling a business is a significant milestone for business owners, and it can be an emotional and complex process. Whether the owner is looking to retire, pursuing a new opportunity, or simply a desire for liquidity, there are several key factors to consider in advance of entertaining a sale. The goal is to ensure that … Read more

Mentorship is Tampa Bay’s most powerful investment in the future

Imagine if Tampa Bay businesses had access to a workforce pipeline so strong that hiring managers no longer struggled to find qualified candidates. Imagine if our community had fewer high school dropouts, fewer young people entering the criminal justice system and more local talent ready to contribute to the economy. Now, imagine the solution has … Read more

Hurricane proofing can be attractive too

As hurricane season approaches, many homeowners in Tampa Bay face a critical decision: how to protect their property while preserving its elegance and architectural integrity. The memories of last year’s storms are still fresh—devastating winds, flooding rains and the impact that the unprecedented hurricane season left in its wake. But protecting your home doesn’t have … Read more

Choosing Your General Contractor Early is the Smartest Decision You’ll Make for Your Buildout

Contributed by Scott Kramer, CEO, Spartan Contracting Corporation When it comes to building out a new office or commercial space, the choices you make early in the process will determine the project’s overall success. Yet, too often, companies delay selecting their general contractor, treating them as just another vendor rather than a trusted partner. This … Read more

Strategies to Help Small Business Owners Navigate Tax Challenges 

Contributed by Elizabeth Shauger, CPA Director, Mauldin & Jenkins Having a small business comes with many challenges. Attracting top employees, inflation, growing the business, minimizing costs, managing finances and filing taxes are just a few of the hurdles business owners encounter, along the path to success. No matter what type of business you run, filing … Read more

Beyond Banking: Lessons from The Bank of Tampa’s “Money Market” Podcast

Contributed by K. Owen LaFave, Pinellas County Market President, The Bank of Tampa “It’s not a nerdy podcast.” Those were the words that tumbled from my mouth while explaining The Bank of Tampa’s “Money Market” podcast to our employees. They shared that they didn’t want another boring financial podcast—especially not one about banking. While I … Read more

Three ways businesses can strengthen their insurance strategy in 2025

Contributed by Jami Gold, managing director, mergers & acquisitions, commercial insurance, ME Wilson In the world of business, risk is inevitable. But in my two decades of working with middle-market businesses, I’ve seen too many companies take unnecessary risks simply because they don’t fully understand their insurance coverage. The right insurance strategy isn’t just about … Read more