Member Directory

It is clear to us that many leaders believe they know themselves pretty well and things are functioning as well as they could be.
But, our experience working with top leaders across the country is that beliefs about themselves and their accomplishments are often too limiting and represent only a fraction of what is possible.
We are experts at guiding influencers and will uncover the path to gaining greater access to yourself and your untapped potential.
Schedule a call today to learn how to get started.

Business sales, transitions and mergers and acquisitions are complicated by nature, but obtaining the best financing for the business sale can be just as challenging. I’ve got 35 years financial and banking experience financing all types of business needs, and have extensive experience using the SBA programs to finance very large goodwill business sales. I’ve been a Certified Financial Planner for 26 years, so I will understand how to implement financing structures in accordance with business, tax and estate planning goals. In additional to business acquisitions, we help: startups, franchises, debt refinance, expansion, real estate of all types, working capital, and difficult to finance businesses such as retail, gas station, restaurant, etc. Bank of Central Florida is a $ 1 Billion asset bank serving central and southwest Florida businesses, and has the conventional and SBA financing capabilities to tackle the vast majority of financing needs in our market.

When it comes to your business, you’re its superhero. You know what keeps it running and you know what your customers need. Chances are you’re pretty good at giving your customers exactly what they need. You know what needs to get done and when.

But what happens when one person can’t conquer that workload? When things get overlooked, customers lose – meaning you’ll lose money. With a Clone Army by your side, you’ll be able to create a system you can scale.

My Clone Solution crafts business owners a custom Clone Army: A team capable of performing a full analysis of your business operations and doing exactly what you need to succeed.

Whether it be a course built to give your clients more access to you, a year’s worth of marketing automation or a new sales funnel for that big product launch: the team at My Clone Solution will soothe your business woes.

Is overwhelm a constant problem?

Ready to get help now, but not sure where to start? Schedule A Call Now at https://cal

- At Family Legacies, we guide families on a journey of self-reflection and life review to help them distill their lives into the defining moments, wisdom, and values culminating in a compelling documentary feature film - the legacy they will pass down to present and future generations of their family.
- Looking to capture your business Legacy? We produce business legacy films too.
- Film lengths vary from short films, and feature-length films to miniseries, and all include a highlights version to show on special occasions.
- Our ethical wills on film are shorter, 20-minute "legacies of values" that preserve values and moral codes, set expectations that accompany an inheritance, express words of wisdom for keeping the family close, provide guidelines for the future of a family foundation, prevent misunderstandings after a death and give context to the reading of a will.
4 min video brochure: https://www.youtube.com/watch?v=MQqXN2ka7OE

Our business model is a ONE-STOP solution for outsourcing services in the areas of: Human Resources, Marketing, Technology & Funding. We are brokers that partner with reputable Professional Employer Organizations, Marketing and Technology firms to help small to medium size businessesincrease profits, improve productivity, reduce liability and provide Fortune 500 benefits. Our goal is to match the right partners, with solutions that are tailored to each customer requirements, in order to bring long-term value to our relationship.

The Cartwright Realty Team provides a professional real estate partnership that will help you buy or sell your home quickly at fair market value – a team that knows the ins and outs of the process and executes accurately. Go with a local leader, contact Cartwright Realty today!

Matt works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it.

Matt has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. He is a respected advisor and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News.

Denise Clemence adopted the title SBA Queen highlighting her position and passion for collaborating with entrepreneurs through funding Small Business Administration Loans. Since 2004 she has produced over $250 million in SBA loans nationally. She takes great pride in the process which includes education and analysis of projects that span from start-up’s, business acquisitions, expansions and owner occupied commercial real estate including construction. Denise lives her passion sharing valuable. Insight and lessons professionally with organizations such as CREW, BTC and CCIM and personally while raising her daughter to become the entrepreneur of tomorrow.

Denise works directly for Dogwood State Bank, a 1B dollar bank headquartered in North Carolina focused on loans 500K to 13MM across the country. Dogwood State Bank is a Preferred (PLP) SBA lender ranked in the Top #30 nationally for fiscal 2021 year.

It is clear to us that many leaders believe they know themselves pretty well and things are functioning as well as they could be.
But, our experience working with top leaders across the country is that beliefs about themselves and their accomplishments are often too limiting and represent only a fraction of what is possible. We are experts at guiding influencers and will uncover the path to gaining greater access to yourself and your untapped potential.

I understand that leading and growing your company is hard work. Many business leaders don't have the time or the energy they need to grow their sales and put a strategy in place that will work for years to come. If you are tired of not having a clear path, it's time to take the next step and partner with an Outsourced VP of Sales who has been down the road before and can guide you to sales success.

Make a sales investment to stop feeling frustrated by letting me implement the systems you need to hold your salespeople accountable to goals, or I will hold them accountable for you so you can focus on other initiatives. I'm passionate about helping business owners and sales managers take their company revenue and sales teams to the next level with long term, scalable sales strategy for next level growth.

As a strategic financial executive with over 30 years of accounting, financial, and operational leadership experience in a broad range of industries, I can help maximize cash flow and profits, plan and finance growth and connect with financial resources. Leverage your expertise with my extensive background. Since 2014, I have provided CFO services to private companies in manufacturing, distribution, real estate, construction, fintech, and technology start-up sectors.

Began career with international public accounting firm Arthur Andersen, CFO of builder/developer WCI Communities and led its NYSE IPO, CFO of Benefytt Technologies (formerly HIIQ) at its Nasdaq IPO. Public board experience including directing successful M&A. Led sale of managed care organization to public buyer, resulting in very favorable liquidity event for NFP sponsor.

We help small business owners become independent and financially free within 3-5 years of applying our proven profit system. Our approach provides you with the skills required to master the 8 factors that impact your business growth. You'll learn how to predictively manage your business operation so you can proactively influence the financial result produced by your revenue engine. Let us help you experience the independence and financial freedom you dreamed of when you started your business.

Financial Planning student pursuing career interests.

PathFinder Group works with small to medium size family businesses to accelerate sustainable growth in pursuit of their American Dream. We do that through growth and exit planning intended to produce predictable cash flow, predictable profits and increased equity leading to expanded transition options for the owner.

Our team are all senior level executives, most of whom have been entrepreneurs or served in the C-suite themselves.

We, at D. Gates Wealth Management, along with LPL Financial, are dedicated to helping our clients make informed financial decisions about issues that affect their financial needs, goals, and objectives. We strive to help clients to create a sense of financial wellbeing toward pursuing financial freedom. Additionally, we work with clients to determine what is important in their lives by creating a comprehensive financial plan centered around their values.

Higher Education

SEO Strategy & Data Analytics for business owners that want to get more results from their website investment. We'll provide all the analysis, optimization, and maintenance you need to rank #1 above your competitors in search results.

Entering a market or need brand analysis? We are experts at Semrush Market Explorer, unmatch for digital market analysis and research.

Need local listing management or Google My Business page. We can make sure GMB is done right and submit your listing to 45-60 online directories.

Stop Feeling Lost

As an entrepreneur, you want to feel like you’re in complete control. But as complexity and pressures grow, it can feel like your company is slipping through your hands.

We’ll help you gain clarity and control so you can find time to work on your business instead of being lost in it.

EOS (THE ENTREPRENEURIAL OPERATING SYSTEM®)
Are you feeling stuck? Has your business hit the ceiling?

EOS is a simple, proven business operating system that can help your entrepreneurial organization clarify, simplify, and achieve its vision.

Look at your business in a whole new way – through the lens of the Six Key Components™.
The EOS Model® provides a visual illustration of the Six Key Components of any business in any industry that must be managed and strengthened to be a great business.

RCH Capital is a sponsor and manager of commercial real estate mortgage funds offered to accredited investors through private placement offerings. The company is an established buyer in the secondary commercial mortgage market. Its experienced management team utilizes a disciplined underwriting approach to acquire loans secured by commercial real estate at discounts and manages the resolution of the mortgages to achieve targeted returns for investors in its funds.

Whether you are buying, merging, acquiring, or selling a business, forming a joint venture, bringing in new business partners, seeking financing, require litigation support, or needing tax-related valuation services, our professionals provide comprehensive and robust business valuation and analytics tailored to your specific needs and requirements.

Financial Planning student pursuing career interests.

I help entrepreneurs realize their dreams through a successful business exit and transition into the next chapter of their life's journey.

People call me when:
- they are considering the sale of their business
- they are curious about the value of their business
- they seek information on business value drivers
- they want to build the value of their business

I can help business owners get ready to sell, help them price the business competitively, present the business, generate buyer activity, screen out unqualified buyer prospects, protect confidentiality, handle offers and negotiations, help buyers find financing, be a full member of the seller's team and help everyone get through the myriad of details that are required to have a successful sale.

FranNet is the premier franchise consulting firm. We match ambitious entrepreneurs with the right business to help build wealth and create a legacy.
Our services include education, advisory and matching. These services are at no cost or obligation to the clients whom we choose to work with.

OneAmerica is a national provider of administrative and recordkeeping services for ESOP's, 401(k)'s, 403(b)'s,, DB/Cash Balance and Governmental 457's. We also offer non-qualifed benefit administration such as 457(b,457(f) and 409(a) deferred comp. We work with over 12,000 companies and over 1.3 million participants around the country. We have had the honor to serve our clients for over 140 years and work hard every day to ensure the highest level of service.

CoreX Legal provides full-spectrum legal services to entrepreneurs, startups, and technology companies of all sizes. As engineers, scientists, and entrepreneurs ourselves, we have first-hand knowledge of the many issues startup companies typically face. If you are inventing, innovating, changing the world, blowing minds… we’re probably the law firm for you.

Our why is helping make your why a reality. For too long lawyers and law firms have been telling entrepreneurs what they can’t do, and while we’re here to walk with you on your business journey, our passion is helping you to find the way by investing in you with our ideas, our experience, our advice and our ability to see around corners and minimize the inevitable stumbles.

Bottom line ... we don't just represent entrepreneurs, we are built for entrepreneurs!

Risk profiling, institutional asset allocation, and money management selection are the foundations of a strong plan in a rapidly changing environment. We’ll help you navigate with a customized strategy. We specialize in helping those approaching or entering retirement develop a solid plan that will change and grow through every phase of life. Our team is here to empower people through any season of life and to educate individuals on their financial options to help reach their goals.

As succession planners, we partner with the owners of mid to large-size privately held businesses, ensuring the business’ long-term growth & sustainability. We take the time to understand all stakeholders’ visions, create alignment & through considering the possible, probable, & potential issues that can get in the way; develop strategies to get owners to where they want to go.

For 50 years, we have provided guidance & support when business owners face family-business turmoil, lack leadership bench strength, interpersonal or behavioral challenges, lack unity or a strategy for the future, or are unable to identify a successor leader. We believe there is no business gain worth a family loss. Our depth of experience walking in our clients’ shoes allows us to understand how to approach demanding situations with balance in mind.

As a founding member of the International Succession Planning Association®, we are passionate about impacting lives & cultivating a business legacy.

We start with a free, no obligation meeting together with your leadership team. This way we can get to know more about each other, answer your questions and make sure we’re a good fit. If so, we proceed with a 4-week assessment of your business gathering information and designing a roadmap based on the following 5 core areas of your business:
• Culture
• Leadership
• Operations
• Sales & Marketing
• Financials
We then work with you and your leadership team to execute your plan based on core strategies and objectives…moving you closer to your vision every single day.

We use tools, resources, our system, and wisdom we have collected over the years to guide you towards a healthy/accountable culture, strong leadership, efficient systems and processes, and predictable/sustainable growth.

Satel Law, PLLC is a boutique law firm serving families, business owners and individuals with Real Estate, Title Insurance, Estate Planning, & Business Law. Understanding how these areas work together, our legal team can assist you on multiple levels to resolve your legal needs.
When you need skilled representation in a real estate transaction, we protect your interests during the process, and provide title insurance & closing services for your commercial or residential property transaction.
We help you decide whether a will or trust is best for your estate planning needs, then build a comprehensive plan to conserve, manage, & transfer your assets according to your wishes.
We can also help you establish a business, support you in business transactions, review contracts, and prepare leases.
Our goal at Satel Law is to provide legal solutions while educating you about the law, so that you understand your legal issue and how it impacts your life. Because peace of mind is priceless.

John has worked his entire career with high-growth, entrepreneurial companies. For the last 10 years, he has assisted founders locate growth capital, and in most cases prepare themselves for, and execute, exits. Many of these sales are to private equity firms whereby the founders “roll over” approximately 20% percent of their equity into the continuing entity. These transactions have ranged from $50M to $500M. During his career, he has been involved in 100+ transactions ranging up to $5-billion in value.
His career experience includes running companies, and wearing different hats given the varying needs of a situation.

We take our work seriously, but not ourselves, and provide this balance of insights, humor, irony, and yes, reality, in the hope this will add knowledge and general enlightenment! Take something away and share it with others. Our goal is to simplify complexities as much as the law will allow, but still be able to smile.

Serving present and future business owners with ownership transition and valuation services throughout Florida.

We help business owners when they begin to think about:
- how to sell a business
- wondering what their business is worth
- how to sell while maintaining confidentiality
We help future business owners in the US find a great business that matches their needs.
We help international clients find businesses and secure the visa needed to enter USA

AWS Title’s goal is to be the leading land title and real estate settlement service provider in the Tampa area and throughout the state of Florida by serving our customers in a friendly and professional way. With continuous resource development, technological innovation, teamwork, and communication, We aim to deliver unparalleled service and customer satisfaction with our teamwork, communication and training. We pride ourselves on our reliability, our strong values of integrity and professionalism. We hope you enjoy all of the resources and tools our website has to offer!

Here is a pdf about our services > https://btctampa.com/wp-content/uploads/2021/04/Why-Choose-AWS-Title-Services-LLC-4.pdf

With family businesses, our philosophy is summed up in one phrase - "Family Before Business – Always™". We are neither a law firm, CPA group, nor financial planners, but collaborate with our client family's other professional advisors in pursuit of a great result.

Seabrook Wessex Group’s culture has its roots in a family business that came into the family of Seabrook Wessex’s founder in 1927. It remained in that family until a liquidity event (the company was sold) in 1988-89. Throughout the 60-plus years of ownership, they kept it “family before business – always.”

That same mindset drives us at Seabrook Wessex Group. We walk alongside our entrepreneurial clients to help them create companies that have strong value, independent of the owner – making it more likely the owner can exit into a great retirement. We help them on both sides of the M&A table, and build value by finding the rough diamonds in the company's backyard.