GrowFL Expert Resource Hub: Strategies for Second-Stage Growth

Welcome to the GrowFL Expert Resource Hub, a premier library of specialized knowledge designed specifically for second-stage entrepreneurs. Navigating the transition from a small business to a large-scale enterprise requires more than just hard work; it demands access to strategic insights and high-level expertise. To support your journey, we have partnered with Florida’s leading business advisors to provide you with exclusive white papers, market forecasts, and tactical guides covering the critical pillars of growth, from capital management and AI integration to exit planning and talent retention. Explore the resources below to gain the competitive edge and financial confidence needed to scale your business across the Sunshine State and beyond.

Sponsors

Bank of America
Risk & Strategy
Tracy Kemp
Coley Jones
Government Contracting: Insights and Expertise
Relationships and intelligence to give you a competitive edge. Drawing on decades of experience in the Florida and Georgia markets, Coley and Tracy lead client teams at Bank of America to provide comprehensive financial solutions, capital access, and strategic guidance for companies ranging from small businesses to large-scale hospital systems and governmental entities.
Download White Paper
Jackson Lewis
Exit & Valuation
John Burgess
Is an ESOP Right For Your Business?
Advantages of ESOP transactions and typical establishment process. Leveraging his dual expertise as an attorney and CPA, John provides specialized guidance on ESOPs, 401(k) plans, and executive compensation to help business owners and senior managers transition to employee-owned models and secure long-term retirement strategies.
Download White Paper
Northern Trust
Finance & Capital
Chris Swink
Business Owner Services
This report provides prospectives from our experts on five key areas that business owners we work with are re-examining in the coming year in light of the changing enviornment. Drawing on over 25 years of experience at Northern Trust, Christopher provides personalized wealth management and tax strategy solutions to help business owners and families preserve their financial legacies across generations.
Dowload White Paper
Synovus
Finance & Capital
Sean Flannery
Jesse Laresen
Advisory Board Commercial Survey
Perspectives on economic performance guided by the "Six C's". Leveraging their extensive backgrounds in credit risk management and commercial lending, Sean and Jesse lead client relationships at Synovus to provide specialized financial solutions, capital access, and strategic advisory for closely held companies and real estate developers across Florida.
Download White Paper
TheRiot Agency
Marketing & Sales
Ken Theriot
Ideal Customer Persona
Fundamental input for growth strategy and brand execution. Leveraging over 20 years of experience in strategic brand marketing, Kenneth provides pragmatic, data-driven growth solutions and creative storytelling through his "GrowthOS" process to solve complex B2B and B2C branding challenges.
Download White Paper
G&A Partners
HR & Talent
Ilona Lukianova
Josh McIntosh
Emily Slater
The 2026 HR Forecast
Explores four major shifts impacting HR in 2026. With a combined focus on strategic HR and business optimization, Ilona, Josh, and Emily provide comprehensive PEO and human capital solutions at G&A Partners to help organizations manage compliance, streamline payroll, and enhance employee engagement.
Download White Paper
The Silverlogic
AI & Technology
David Hartman
The Second Stage AI Opportunity Gap
Practical guide for leaders to close the AI distance. rawing on his expertise in computer science and mathematics, David provides custom software architecture and business automation solutions to transform complex ideas into scalable digital platforms for startups and enterprises.
Download White Paper
Taylor White
Finance & Capital
Scott Jeffries
Specialized Contract Staffing & Strategic Talent Solutions
Leveraging his background at EY and Protiviti, Scott provides specialized contract professionals and strategic talent solutions for interim needs and complex projects within finance, accounting, and audit functions across all industries.
Download White Paper
eXpress Badging
Risk & Strategy
Joe French
Streamlining ID Badge Issuance
How photo ID solutions helped Greenix overcome challenges. With over 35 years of experience in the identification industry, Joe provides consultative photo ID and cloud-based badging solutions to help organizations in healthcare, government, and education manage complex security and data integration needs.
Download White Paper

Expert Partners

Acquisition Experts
Exit & Valuation
Bill West
Business Valuation
A guide to answering: What is my business worth?
Download White Paper
Align Business Advisory Services
Exit & Valuation
Elizabeth Drivas - McEnroe
The Founders Guide to Selling Your Business and M&A
Selling your business is much more than a financial transaction.
Download White Paper
Aventusoft/Hemotag
CEO Leadership
Kaustubh Kale
Mission Meets Capital
Access mission-aligned capital while retaining equity.
Download White Paper
Blue Sky Advisors
Exit & Valuation
Joseph Gitto
All Businesses Need an Exit Plan
Preparing for voluntary or involuntary exits.
Download White Paper
CliftonLarsonAllen
Finance & Capital
Lance Schmidt
Maria Morales
Michael De Prima
Navigate 2026 with Confidence
Economic outlook and strategic advantages of a CFO.
Download White Paper
Continuous Synergy
Risk & Strategy
Stephanie Marquardt
2026 Operational Readiness (GovCon)
A shift from awareness to execution for small contractors.
Download White Paper
CyberFlorida
The University of South Florida
AI & Technology
Elizabeth Nelson
Artificial Intelligence Threats
Foundational AI concepts and their role in modern cyber tools.
Download White Paper
Florida Trend
Marketing & Sales
David Denor
Florida's Business Authority
In-depth business reporting across the state for 6+ decades.
Download White Paper
IOA
Risk & Strategy
Quinton Schegel
Protecting Your Dreams
Insurance Office of America Agency Profile.
Download White Paper
Newland Growth Advisors
Exit & Valuation
Robert Newland
Building Enterprise Value
A framework for assessing and increasing value in a disciplined way.
Download White Paper
Nperspective CFO & Strategic Services
Finance & Capital
Russell Slappey
The Cash Confidence Gap
Why growing Florida companies feel broke when they're not.
Download White Paper
Research Park at Florida Atlantic University
Second-stage Incubator
Ryan Lilly
Your Business Our Connections
Connecting talent and industry for South Florida innovation.
Download More Information
Sales Xceleration
Marketing & Sales
Shannon Muniz
The Mid-Market CEO’s Guide to Scalable Sales Leadership
Solving founder-led sales and management underperformance.
Download White Paper
Sales Xceleration
Marketing & Sales
Tom Daly
Selling to Everyone is a Most Expensive Strategy
How ICP clarity unlocks profitable growth.
Download White Paper
Seacoast Bank
Finance & Capital
Csaba Mate
Building Business Equity and Growing Value
Strategic planning for capital and brand diversification.
Download White Paper
Skyway Capital Markets
Exit & Valuation
Kevin Smith
The M&A Playbook for Business Owners
Preparing owners for successful exits in the next 10 years.
Download White Paper
Supporting Strategies
Finance & Capital
Peter Denholm
Rick Abedon
Spot the Financial Gaps Slowing Your Growth
Five common challenges and practical ways to address them.
Download White Paper
TechRage IT
AI & Technology
Matt Rose
The IT Drain
Guide to sustainable IT maturity and strategic leadership.
Download White Paper
USI
Risk & Strategy
Michael Dobbs
2026 Commercial Property & Casualty Outlook
Actionable insights into the evolving insurance landscape.
Download White Paper