Banking & Financial

By Stacey Pittman, CFA, CFP, CPWA, Managing Director, BT Wealth Advisors As a wealth advisor and the mom of a college freshman (Go Gators!), I am acutely aware of the

By Jeff Servais, principal, and David Laugtug, principal, CLA In the life of a business, ownership transition is inevitable. Whether selling to private equity or to the next generation of

By Dawn Morgan, CPA and Kathleen Martin, CPA Many entrepreneurs in Tampa Bay entered 2020 with new business ventures in motion or expansions of existing business—opening new locations, new entities

In this economic climate, financial literacy is a pivotal issue that can determine a person’s quality of life. The Florida Council on Economic Education, a nonprofit group on the front

First Horizon Bank has appointed Jim Donatelli as market president for the Tampa Bay region. As market president, Donatelli will lead the consumer, commercial and wealth banking teams and is

In my last column, I covered the importance of knowing your numbers as a way to grow your business and make it more profitable. We explored the closing ratio. This

The Bank of Tampa announced a significant change in its executive leadership in January, but the bank had been planting the seeds for succession long before the announcement hit the

As Marcus Lemonis, the businessman and star of The Profit says, “If you don’t know your numbers, you don’t know your business.” Today, you will begin to know your business

Dixon Hughes Goodman, an accounting firm based in Charlotte, North Carolina but with a presence in Tampa Bay, has announced it will merge with BKD CPAs & Advisors. The merger

Sales has traditionally been an intuition-driven profession: “What’s in your pipeline?  What do you think is going to close?” But these days, that approach puts companies and organizations at a

“I asked Wharton students what they thought the average American worker makes per year and 25% of them thought it was over six figures. One of them thought it was

HealthAxis, a Tampa-based administrative processing services company for health care payers and organizations, received a growth investment from Revelstoke Capital Partners. McGuireWoods acted as legal counsel to Revelstoke. Shumaker, Loop