Thought Leadership

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

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

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

After 25 years of dedicated service as Rebuilding Together Tampa Bay, we have an exciting announcement: We are changing our name to Rebuilding Together Greater Florida. This name change serves an important purpose. It better reflects the growth of our mission and our commitment to serving communities throughout Florida. We are expanding our reach across

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

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

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

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

Contributed by Mary Pat King, Chief Executive Officer, Girl Scouts of West Central Florida Last summer, I moved my Girl Scouts of West Central Florida CEO office to the sewing room at Camp Wai Lani, for our Summer Camp season.  The view of our organization from that angle allowed me to better connect with our

Clients with complex wealth often turn to large “Wall Street” firms or trust companies, but these organizations can sometimes present challenges. These firms may favor higher-cost investment products and standard solutions, which can lead to increased corporate profits. Additionally, there is a focus on acquiring new clients rather than providing exceptional service to existing ones.

The Changing Yacht Industry: Purchasing and Selling The process of purchasing or selling a yacht is thrilling. For buyers, it’s the beginning of new adventures with loved ones and the fulfillment of a dream. For sellers, it’s an opportunity to move forward and embrace new possibilities. However, without the right guidance, this process can feel

Contributed by Taylor K. Ranker, II, CEO and Personal CFO, Questmont Virtual Family Office At Questmont Virtual Family Office, we’ve decided to stick with one of our standard New Year’s Resolutions: to save our friends and clients more in taxes than ever before by discovering and implementing cutting-edge tax strategies.  When evaluating tax strategies, we