Member Directory

After a merger or acquisition, changes to prices, products, or policies can upset customers and undermine retention. Decision Alpha's team of behavioral economists helps companies understand how customers are likely to react before those changes are made.

We help companies design pricing, product, and service changes that increase revenue while keeping customers’ trust. By studying how people make financial decisions, we identify changes customers are more likely to accept and avoid those that could lead to churn. Essentially driving sustainable revenue after an acquisition or merger without damaging customer trust or retention.

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.

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.

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.

Community Foundation Tampa Bay is a 501 (C)(3) public charity that connects people, ideas and resources to create meaningful, lasting impact. Across our region — Hillsborough, Pinellas, Pasco, Hernando and Citrus counties — we are philanthropic partners, connectors and advisors. We understand our area’s most critical needs and champion solutions. Let us show you how to bring your giving to life as we work together to build a vibrant, prosperous community for all.

- 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

Continuation Capital is a corporate financial services company that provides debt recapitalization, (Tier-2) Regulation A+ investment capital for qualified public companies trading on OTC Markets and nano-cap NASDAQ and NYSE.

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.

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.

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.

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.

At AMD Management we work with leaders and entrepreneurs to build optimized and resilient organizations.

Our 1:1 advisory, workshops, and retreats provides the tools needed to cultivate resiliency in life and work so you can lead teams authentically while building an organization that thrives.

Advisory | advise executives and entrepreneurs on cultivating resiliency in life and work.

Workshops | interactive sessions designed for leaders and entrepreneurs aiming to build optimized and resilient organizations.

Retreats | small, private retreats for leaders and entrepreneurs [see calendar].

Services are supported by a membership community with resources and the capability of a full-service agency that includes marketing and media production 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.

IFS provides comprehensive financial planning and wealth management solutions, delivering customized, fiduciary-focused advice across all stages of life. The firm specializes in retirement planning, investment management, business owner planning, divorce financial guidance, and strategies tailored for women investors, with an emphasis on objective analysis and long-term outcomes. IFS works collaboratively with other professionals to integrate tax, estate, and business considerations into cohesive financial strategies

Hello BTC colleagues and business owner friends,

I hope your business and the businesses you serve in the community are all doing well and prospering…

However, If you have clients who find themselves in a place where keeping up with payables and payroll have become a challenge, and they have concerns about the future health of their company…

Our Turnaround Process has helped dozens of small business owners who needed to quickly solve complex operational, profitability and cash-flow issues Save Their Company.

So if you have a client or friend who needs help with profitability or cash-flow issues… Feel free to send them my Free Profitablity Guide. It's NOT a marketing piece full of fluff and gerneric information... it's a manual actually that will help them get from where they are to where they need to be... and it's Free. Just visit: https://www.sep50k.com/profitability-guide.html

Veralytic an independent life insurance research company, Our software is a benchmarking system for permanent life insurance policies, much like Morningstar is for other financial assets. Using these reports to analyze life insurance enables Trustees, Wealth Management and Financial Planning firms apply to life insurance the same rigor applied to other client portfolio assets—by evaluating cost, performance, and risk against their peer group. They also simplify the confusion created by hypothetical policy comparisons. Our research reports are based upon a patented "five star" rating system that benchmarks for suitability against a growing database of thousands of life insurance products and hundreds of life insurance companies.

Higher Education

Alex is a current Personal Financial Planning Major at USF and ambassador of the program. Additionally, Alex serves as the President of Mu Nu Upsilon, a Professional Co-ed Business Fraternity focused on developing careers in Financial Services. Mu Nu Upsilon hosts guest speakers, workshops, financial planning case competitions, career fairs, and more! Mu Nu Upsilon was founded at USF with a sister chpater at UNT.

Offer workforce development training, including business incubation services.