Member Directory

Our Members

How To Use Our Directory

We encourage you to search the entries below to find the business services that you are looking for. Our members have completed their profiles with the services, products, and how they are helping businesses just like you to grow, scale, and transition. 

Displaying 1 - 25 of 47

Service CategoryAdvisory
Service CategoryLeadership
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  • 813-961-7544
Overview Of Services

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.

Service CategoryBusiness Services
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  • Schedule time on my calendar. I'm happy to connect and see how we can help each other!
Overview Of Services

Do you know what the ROI is on your current marketing spend?

Adheft Marketing is a boutique agency offering a level of service that other agencies can’t match. We know an effective digital marketing strategy is the key to growing a business. Our team of marketing professionals are experts in the services we offer.

We measure what matters – sales and leads

We constantly look for ways to increase business growth

We believe in building relationships to ensure alignment with our client’s unique business goals

We review our client’s Google ad accounts weekly or more, not once per month, to ensure ROI

Contact us today for a free consultation and assessments of your Search Engine Optimization and Google Ads. We can help you generate a true ROI from your marketing and drive business growth.

Service CategoryFinancial
Description
  • 727-967-7172
Overview Of Services

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 of financial and banking experience in 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 addition to business acquisitions, I help: startups, franchises, debt refinance, expansion, real estate of all types, working capital, and difficult to finance businesses such as retail, hotel, gas station, restaurant, etc. Cogent Bank is a $ 1.8 Billion asset bank and our SBA team serves clients nationwide.

Service CategoryBusiness Services
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  • If you are ready to get out of overwhelm and run an efficient company that will someday run without you please schedule a call!
Overview Of Services

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

Service CategoryBusiness Services
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  • Call Susan at 303-503-5697 or schedule a free consultation at https://calendly.com/susanbrody-cal
Overview Of Services

- 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.
- For businesses, our process guides leadership to highlight the mission, company culture, and systems creating an invaluable asset for future leaders and positioning the company for sale.
- Film lengths vary from short films to feature-length films and miniseries.
- 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 and give context to the reading of a will.
4 min video brochure: https://www.youtube.com/watch?v=MQqXN2ka7OE

Service CategoryBusiness Services
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  • 9417300045
Overview Of Services

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.

Service CategoryBusiness Services
Overview Of Services

Investment Real Estate Support:
Elevate your investment portfolio with Tiia's expertise at Cartwright Realty. Whether you're a novice or seasoned pro, our tailored solutions guide you towards actual real estate opportunities, minimizing risks for solid returns.

Service CategoryFinancial
Overview Of Services

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.

Service CategoryFinancial
Overview Of Services

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.

Service CategoryLeadership
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Overview Of Services

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.

Service CategoryBusiness Services
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Overview Of Services

Scott Couchenour currently serves as the “Fourth Quarter” life and business coach and founder of Serving Strong since November of 2007.

Scott helps business owners and executives over 45 who are in pursuit of their next adventure in life. He concentrates on helping create clarity and design a comprehensive life and business plan. He helps not only with strategy but secures solid traction through an iterative approach. Scott's clients are reaching new heights and accomplishing much more than they ever thought possible.

Service CategoryAdvisory
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  • Take my free Sales Agility Assessment
  • Take my free Sales Leadership Assessment
Overview Of Services

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.

Service CategoryAdvisory
Overview Of Services

Level Four Group, LLC is a comprehensive wealth management firm. Within the enterprise, Level Four has multiple Registered Investment Advisory firms and Insurance sales Organizations, as well as a FINRA registered broker/dealer. Our parent company Carr, Riggs, & Ingram Capital, LLC further enhances our capability to provide for the complex financial needs of our clients. We offer financial advice in an independent and objective way with subject matter expertise and a value based fee for service model.

Service CategoryBusiness Services
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  • Call me to discuss your business' financial needs at 813-955-1840
Overview Of Services

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.

I began my career with the international public accounting firm Arthur Andersen. CFO of builder/developer WCI Communities and led its NYSE IPO. CFO of Health Insurance Innovations at its Nasdaq IPO. Public board experience including directing successful M&A. Led sale of managed care organization to public buyer, resulting in a very favorable liquidity event for NFP sponsor.

Service CategoryAdvisory
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  • Contact me to get a FREE copy of my book.
Overview Of Services

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.

Service CategoryFinancial
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  • gianfrancoespo1109@gmail.com
Overview Of Services

Brokerage Services/Sales Support Specialist

Service CategoryAdvisory
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  • Call me for breakfast or lunch at (813) 716-2286
Overview Of Services

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.

Service CategoryFinancial
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Overview Of Services

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.

Service CategoryBusiness Services
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  • 9103222643
Overview Of Services

Integrating business intelligence and operational solutions for corporate and government clients.

The current focus is on strategic policy and infrastructure reform, including critical infrastructure assessments. Integration of analysis, operations, and management to create a functional environment.

Service CategoryAdvisory
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Overview Of Services

OUR MISSION: To be the leader in providing safe, simple, sanitizing and disinfecting solutions for all mankind.

OUR VISION: We are dedicated to becoming the Earth's helping hand to combat bacteria and viruses bringing peace of mind to all.

THE ZONO: Recipe for Success - Process Control + Ozone Concentration + Humidity + Time = 99.9% Disinfecting Kill Rate and 99.9% Sanitizing Kill Rate for bacteria and viruses.

Service CategoryFinancial
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  • 8505560771
Overview Of Services

Our team-based approach allows us to craft investment strategies, structure portfolios, and service multigenerational financial plans that are tailored exclusively to our clients’ strategic needs. We coordinate with your trusted network of professionals, including attorneys and accountants, to create a holistic strategy that supports and integrates all your financial goals, connecting the dots of your financial picture.

Service CategoryFinancial
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  • Call me! 281-724-1334 or 713-823-2947
Overview Of Services

Green Appraisal, LLC offers a range of essential services focused on determining the worth of companies. Our core offerings include conducting comprehensive business valuations using methodologies like asset-based, income-based, and market-based approaches. Additionally, we provide M&A support. We assist with financial reporting compliance by valuing intangible assets and assessing fair value for reporting purposes. We also specialize in tax valuation for estate planning. We aid in strategic planning by valuing businesses for estate or succession planning, and we assess early-stage or privately held firms for investment or partnership decisions. Industry-specific expertise, due diligence services, and consultancy on understanding valuation reports and strategic implications further enrich our offerings. These tailored services cater to diverse client needs in the valuation landscape.