Innovation Hub USA

Paradies Intellectual Propery Solutions LLC

Paradies IP Solutions - CHRIS PARADIES
Paradies IP Solutions - logo

PARADIES IP SOLUTIONS LLC

FOUNDED BY CHRIS PARADIES, A FLORIDA BAR CERTIFIED INTELLECTUAL PROPERTY ATTORNEY AND U.S. REGISTERED PATENT ATTORNEY WITH DECADES OF EXPERIENCE IN INNOVATION AND INTELLECTUAL PROPERTY LAW.

Paradies IP Solutions - CHRIS PARADIES

His efforts as a volunteer economic development leader have been recognized by the Florida Economic Development Council, as the Tampa Bay Region Volunteer of the Year in 2014, and Chris was selected as an Outstanding Leadership Finalist in the 2011 by Tampa Bay Tech. He serves on boards and is the current Chair of the Board for the Tampa Bay Innovation Center. He offers free IP advice to entrepreneurs at monthly “Startup Exchange” meetups, and volunteers as a co.Starters facilitator, helping new entrepreneurs to get started right.

Chris’ vision is to provide innovative solutions to small businesses that reduces costs to own, protect and grow the value of intellectual property, which include trademarks, patents, copyrights, trade secrets, domain names and trade dress. These are the most valuable assets of a successful company in this age of innovation. Nearly 80% of the value of the companies listed in the S&P 500 is attributable to intangibles such as intellectual property. Intellectual property or IP is a complicated and legally evolving area of law requiring expert assistance, which usually costs tens of thousands of dollars. In the Tampa Bay region many small businesses can’t afford the traditional way for protecting their IP, and good alternatives have not been available until now. IPmasterclass started as the IP Workshop, live courses presented to packed rooms. However, the need was much greater than live training could satisfy. So, Chris developed IPmasterclass, an online video tutorial that only requires about an hour a week of an entrepreneur’s precious time and at a cost any startup can afford.

The purpose of IPmasterclass is to prepare innovative startups for success by mastering their intellectual property (IP) without having to become an IP master. The reviews have been extraordinary. Even those entrepreneurs that choose to employ an intellectual property attorney to assist them rave about the training. The focus of IPmasterclass is ownership, because owning your IP and the IP created for you by others, while not infringing IP owned by others, is critical to any small business. IPmasterclass is a work in progress, because IP law and the needs of startups continue to evolve rapidly. Now there is a solution for cash strapped startups that know how important IP is to creative and innovative businesses. 

Go to IPmasterclass.com for more information.

KILP – Klasko Immigration Law Partners

KILP - corporate immigration
Klasko KILP Logo
KILP - corporate immigration

OUR STORY

Law firms are not particularly known for their innovation. Given the nature of the profession, big law entities are much more likely to turn to the status-quo than choose a bold new path forward. But Klasko Immigration Law Partners (KILP) breaks that mold, delivering innovative immigration solutions to a wide range of clients. Innovation is a top-down model at KILP, with partners, associates, paralegals, and administrative professionals all contributing to the collective goal of providing effective and agile representation to the firm’s clients.

KILP - Building

KILP launched in 2004 when founding partners Ronald Klasko and William Stock broke off from one of the country’s top 50 law firms to chart their own course. Bearing a tongue-in-cheek slogan that nonetheless expressed their sincere dedication to providing individualized service to every client, Klasko and Stock’s venture burst onto the legal scene declaring “We Believe in Aliens.” Since its founding, the firm has earned numerous industry accolades and its staff has grown to more than 75 employees, making it one of the largest immigration boutiques in the world.

BPTW - KILP
international travel - KILP

Klasko has blazed many trails himself, litigating precedent-setting immigration cases and developing a number of pioneering legal strategies that have earned him a reputation for finding innovative solutions to seemingly impossible cases. Notable legal victories include:

• Enabling an American auto manufacturer to remain competitive in the global market by compliantly hiring 900 international design engineers in what is now the only case cited by the Foreign Affairs Manual of the U.S. Department of State.

• Coordinating an orchestrated effort between a Chinese steel company, six U.S. government agencies, and the owners of a dormant steel mill in California that resulted in the construction of a new mill outside Beijing by repurposing the U.S. mill’s materials, freeing up that land for the construction of a jobs-creating shopping mall. 

• Becoming one of the early leaders in the EB-5 visa industry and expanding the firm’s EB-5 practice to 25 full-time employees dedicated to addressing the needs of this complex market.

• Developing and popularizing third-country citizenship by investment as a solution to a number of otherwise unsolvable U.S. immigration problems.

H. Ronald Klasko - KILP
Daniel Lundy KILP
KILP - William A.
Anu Nair - KILP
Elise A. Fialkowski - KILP
Michele G. Madera - KILP

Partners top row: H. Ronald Klasko , William A. Stock, Elise A. Fialkowski. Above: Daniel B. Lundy, Anusree (Anu) Nair, Michele G. Madera

Technological adaptation has been integral to KILP’s success in an ever-shifting professional and legal landscape. Firm operations occur on a secure, cloud-based case management system shared by staff and clients that helps each to stay on top of relevant case milestones. This system strengthens the connection needed for a successful and inter-personally meaningful client-attorney relationship—something for which KILP attorneys are well known.

But one of the most difficult things to innovate your way out of is an entrenched workplace culture. Through the implementation of a number of workplace innovations, the partners have prevented the typically adverse work environment encountered in the legal industry and made the firm what it is today: the only mid-sized law firm to be named one of Philadelphia’s “Best Places to Work” by the Philadelphia Business Journal three years in a row. This positive and innovative culture pervades KILP at every level and extends to its clients.

email:  info@klaskolaw.com
Phone: 215-825-8600
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www.KlaskoLaw.com

Stanton IP Law Firm – Revolutionizing the Traditional Law Firm Model

Stanton IP Law Firm - you own it, we protect it
Stanton IP Law Firm - logo

STANTON IP LAW FIRM

You Own It, We Protect It!

STANTON IP LAW FIRM IS A TAMPA BASED LAW FIRM FOCUSING ON PROTECTING, ENFORCING, AND MONETIZING INTELLECTUAL PROPERTY RIGHTS FOR THEIR CLIENTS BY OBTAINING PATENTS BOTH IN THE US AND ABROAD, TRADEMARKS AT BOTH THE FEDERAL AND STATE LEVELS, COPYRIGHTS ON WORKS OF ART, AND KEEPING TRADE SECRETS CONFIDENTIAL.

Stanton IP Law Firm - RYAN

Founded by Thomas H. Stanton, Stanton IP Law Firm leverages over 15 years in the technology industry to revolutionize the traditional law firm model in order to deliver results oriented, client centric representation to clients ranging from startups to Fortune 500 companies.

At Stanton IP Law Firm, we focus on protecting, enforcing, and monetizing your Intellectual Property rights. We can assist you in obtaining patents both in the US and abroad, trademarks at both the federal and state levels, copyrights on your works of art, and keeping your trade secrets confidential.

Having many years of experience in both the startup and high-tech sectors, we bring a unique perspective to our clients. One that focuses not just on the legal aspect of the solution, but also the business impact and the overall effect on the organization. This can include software development agreements, licensing contracts, service level agreements, cloud computing agreements, and other technology related agreements for our clients.

Stanton IP Law Firm office
Stanton IP Law Firm - you own it, we protect it
Stanton IP Law Firm office space

While we have a strong focus on the high-tech sector, we also have skillsets in a variety of other areas including mechanical, chemical, biotechnology, and electrical. Contact us today to see how we can help you own, protect, and monetize your Intellectual Property!

As former President of BrixTec, Tom Stanton is the classic example of a leader with an entrepreneurial spirit that took a risk for the American Dream, by starting a technology company with his friend and business partner Rolland Lucas before graduating from college and passing up lucrative corporate
positions being offered. In 2010 he took advantage of a merger with IT Authorities where he ran the sales department until April 2013.

After spending 10 years in the IT field, and at the ripe age of 35 Tom decided to make a career change and become an attorney. He attended Stetson University College of Law and acquired an LLM in International Economic Law from the University of Toulouse, France. He is now a licensed patent attorney in both New York and Florida with focus on cutting edge computer technologies and related intellectual property protection. He is the Managing Partner of Stanton IP Law Firm, P.A. which specializes in the area of Intellectual Property and high-tech startups.

201 E Kennedy Blvd #825, Tampa, FL 33602, USA
Phone: +1 813-421-3883
stantoniplaw.com

McIntyre Thanasides – The Legal Go-To Guides for you or your Business

McIntyre Thanasides Tampa Bay
McIntyre Thanasides logo

THE LEGAL GO-TO GUIDES FOR YOU OR YOUR BUSINESS

McIntyre Thanasides Tampa Bay
McIntyre Thanasides headshot

At McIntyre Thanasides, relationships are the cornerstone of our business philosophy. We take pride in establishing enduring relationships, and many of our clients have been with us for over 20 years. Our firm handles a wide variety of legal issues for both individuals and businesses, and we strive to be the only law firm you need for legal advice or representation.

We can help you with your legal issues at work, ranging from breach of contract cases to asset acquisition. Our attorneys serve on the boards of many start-ups, so we understand the difficulties that often arise. We also understand that legal matters affecting your business can be a significant distraction and may even hinder your ability to achieve long-term success.

We are devoted to helping prevent any costly mistakes, by providing effective and efficient solutions. Our lawyers are always ready to help when it comes to personal matters too. We recognize that family is everything, and we want to be there for you if you are faced with making difficult decisions to protect your and your family’s interests.

Our services include, but are not limited to: appeals, bankruptcy, commercial litigation, criminal defense, estate planning, family law, immigration, intellectual property, sinkhole claims, student loan debt, and traffic law. Regardless of what life throws at you, our attorneys will provide you with the best legal representation possible. Our legal experts are highly sought-after and nationally recognized for their experience and expertise.

The McIntyre team has achieved success for thousands of companies and individuals, and they can be seen as go-to guides for you or your business.

McIntyre Thanasides - male attorney
McIntyre Thanasides - female attorney

We strive to build the strongest relationships and bring value to you at every turn. The law can affect you in many complicated ways. At McIntyre, we want to help you make the right
decisions to efficiently solve existing problems,

while ensuring that future problems don’t occur. For many of our clients, we’re their first call in times of trouble, or when opportunity strikes. We work hard at cultivating a deep level of trust and becoming an indispensable member of your team.

We have many national clients and currently work from our Florida offices located in Tampa, Lakeland, and Sarasota. We would love to hear from you. Please give us a call if you have any questions about our team or services.

500 E. Kennedy Blvd
Suite 200, Tampa, FL33602
Phone: 844-511-4800 | Fax: 813-899-6069
facebook: mcintyrefirm | twitter: McIntyrefirm
| linkedin: 2BiLmOr | youtube: 2zdiNjV
www.mcintyrefirm.com

Diangelo Law – Solutions for the Advancement of Innovation

Erica- DIANGELO LAW

DIANGELO LAW

EQUIPPING INDIVIDUALS AND BUSINESSES WITH SOLUTIONS FOR THE ADVANCEMENT OF INNOVATION.

Erica- DIANGELO LAW
Erica walking - DIANGELO LAW
DIANGELO LAW - handshake
DIANGELO LAW - Erica DiAngelo

This day in age, our most valuable assets can no longer be protected by lock and key to a brick and mortar building with a security system. That is because much of the value now comes from intellectual property and data stored electronically. Today, protecting your company means ensuring the proper contracts are in place with your vendors, employees, contractors, and anyone else that deals with the business. It also means acquiring legal ownership of your intellectual property, setting up your business to successfully bring and defeat legal actions when necessary, and planning ahead to prevent liability. At DiAngelo Law, we provide the modern-day lock and key to protect your assets through high quality, personalized legal representation to small businesses, startups, and entrepreneurs.

Founding attorney, Erica DiAngelo, is a native to the Tampa Bay area. Over the years, she has watched the area flourish with new businesses and creative minds. Seeing this emergence of startups and entrepreneurs further ignited her passion for helping those who demand progress. In 2015, Erica founded DiAngelo Law, a firm dedicated to the advancement of innovation nationwide and the legal protection of individuals and businesses.

Some of the services DiAngelo Law offers are:
• Trademark Applications
• Business Formation and Starter Packages
• Contract drafting & negotiation
• General Data Protection Regulation consulting
• Contract Disputes
• Business Legal Consulting

DIANGELO LAW - entrepreneur
DIANGELO LAW - RESPOSNE36
DIANGELO LAW - Small business
Response - DIANGELO LAW

BECAUSE DATA THIEVES’ #1 TARGET IS SMALL BUSINESS, RESPOSNE36 IS HERE TO PROTECT YOU.

You can have peace of mind with our Small Business Plan and:

• Prepare to help prevent data breaches affordably.
• React compliantly to data breaches with one phone call to Resposne36.
• Reduce financial risk with $100,000 (after first $1,000)* of data breach Risk Protection.

The cost of a security breach is always higher than the cost of protection.

Have you evaluated the cost of data breach protection vs. the cost of having a data breach?
Lack of compliant preparation and response can result in:
• $38,000 average cost for a small business to respond to a data breach.
• Governmental fines and penalties and card association assessments.
• $20,000 average cost to a small business for forensic investigation.
• 57% of customers lose trust in the brand. 31% terminate the relationship.

Our affordable plan fits any budget.

Affordable for your business and simple and easy to implement, Response36’s Small Business Plan is a comprehensive plan delivered through an online platform. Once you enroll, we automatically send you a welcome email, with a link to login and access your benefits.

Prepare with solutions to help avoid a data breach.
React compliantly and effectively to minimize the negative impacts of a data breach.
Reduce financial risk with $100,000 (after first $1,000)* of data breach Risk Protection.

*FWT Risk Protection benefits are backed by an insurance policy issued by a member company of American International Group, Inc. (AIG) to FWT. Purchasers of the Small Business Plan receive this benefit from FWT and are not insured under the insurance policy. The description herein is a summary and intended for informational purposes only and does not include all terms, conditions and exclusions of the benefits described. Please refer to the Summary of Benefits for detail

DIANGELO LAW - Gary C. Dambach Jr.

Gary C. Dambach Jr.
Decisive Merchant
Solutions, President

DIANGELO LAW - Jason Harris

Jason Harris
Sleepsana
Founder/CEO

DIANGELO LAW - Erica DiAngelo

Erica DiAngelo
DiAngelo Law
Attorney/Entrepreneur

“As a lawyer helping businesses protect their most valuable assets, it was imperative I find a solution for the growing data breach problems and evolving legislation.” -Erica DiAngelo

OUR PROUD PARTNERS:

AON - DIANGELO LAW
Sterling - DIANGELO LAW
JacksonLewis - DIANGELO LAW

1-855-360-4784
Response36.com
sales@Response36.com

diangelo law logo

DiAngelo Law
Phone: 813-551-2484
Email: info@diangelolaw.com
www.diangelolaw.com

Holland & Knight – Legal Know-How

Holland & Knight - Welcome Area - Reception
Holland & Knight - Welcome Area - Reception
Holland & Knight - Logo

LEGAL KNOW-HOW

EXPERIENCE, TECHNOLOGY AND INNOVATION HELPS HOLLAND & KNIGHT CRAFT CUSTOM SOLUTIONS FOR CLIENTS

Holland & Knight lawyers provide representation in litigation, business, real estate, and governmental law. Interdisciplinary practice groups and industry-based teams provide clients with access to attorneys throughout the firm, regardless of location. Founded in Tampa, Fla., Holland & Knight is a global law firm with more than 1,300 lawyers and other professionals in 28 offices throughout the world.

The firm believes it is essential to offer its clients the broad range of perspectives that a diverse team brings, thus encouraging innovative thinking and creative solutions to its clients’ business needs.

Holland & Knight - Programs For Entrepreneurs

Guidance for Startups and Entrepreneurs

Companies developing industry-disrupting, converging technology rely on Holland & Knight to achieve success. The law firm’s attorneys are well versed in addressing the legal issues involved in developing a young company to its full potential. They will work with you through the entire life cycle of your company, offering strategic, timely advice at every stage to help you understand issues, and identify potential pitfalls. Holland & Knight’s team has relationships with investors and entrepreneurs, enabling the law firm to unite companies seeking to raise funding with investors seeking opportunities.

The law firm’s technical and legal knowledge spans the innovations driving its clients’ businesses, from the 5G technology making the Internet of Things possible to distributed ledger (blockchain) technology, autonomous vehicles, artificial intelligence, and machine learning.

Holland & Knight’s attorneys and professionals help clients seize opportunities and overcome challenges where new technologies and established industries converge. It provides clients with comprehensive insight on what it takes to compete in today’s evolving marketplace.

Holland & Knight - plan-17-layout
HK Deal Flow®

HKLab: An Innovative Legal Team

Holland & Knight founded HKLab – a skilled team of lawyers who double as a software development group and forward-thinking legal innovators within a law firm. By leveraging technology and innovation, the HKLab facilitates a well-coordinated and high-tech approach to addressing the challenges its clients face, resulting in optimum delivery of legal servicesin the most cost-effective manner possible. Through the HKLab, the law firm builds prototypes and proof of concept software solutions and then works with client engineers to industrialize software solutions, adding key features and resources.

Holland & Knight - Cybertech Innovation Program
“Law firms should view disruption as an opportunity rather than a threat, so long as they are willing to evolve.”

In addition, Holland & Knight’s Innovation and Technology Committee works with the firm’s lawyers, staff and clients to find better and more cost-effective ways to deliver services and, ultimately, to increase the value of those services. Through this effort, the law firm has launched a host of technology solutions, including a contract analytics platform for due diligence in mergers and acquisitions, a contract management tool powered by artificial intelligence, a financial pricing analytics service and custom-built databases that allow its legal practice groups easy access to vital information.

HK Deal Flow®: Dealmaking by Design

Competition for quality deals is extremely high, with a large amount of capital in the market chasing too few deals. In September 2018, Holland & Knight launched HK Deal Flow to enhance and supplement the deal-sourcing strategy of private equity, family office, lender and other institutional investor clients. The program is a proprietary deal generation service that leverages the law firm’s expansive network of lawyers and other professionals to generate deal leads and strategically match those leads with clients seeking opportunities. HK Deal Flow is a perfect complement to the firm’s suite of innovative client solutions.

Holland & Knight - Innovate Miami
“Holland & Knight is committed to finding innovative ways to deliver more value to its clients through technology solutions and other non-traditional means of delivering legal services.” - Innovation Committee Partner Joe Dewey

A Law Firm for Innovators

Those who partner with Holland & Knight receive comprehensive representation, insightful guidance and innovative solutions aimed at helping them attain business goals. The law firm strives to provide exceptional client service and tools to help companies and individuals succeed.

100 North Tampa Street, Suite 4100
Tampa, FL 33602
Phone: 813-227-8500
linkedin: holland-&-knight-llp | twitter: Holland_Knight | facebook: HollandKnightLLP
www.hklaw.com

AEGIS Law – Driven by a Fierce Entrepreneurial Spirit

Rochelle Walk -Founder Walk Law Firm Managing Partner- AEGIS Law -Tampa
aegis law logo

ELEVATOR PITCH

Rochelle Walk -Founder Walk Law Firm Managing Partner- AEGIS Law -Tampa
Rochelle Walk -Founder Walk Law Firm Managing Partner- AEGIS Law -Tampa

AEGIS Law is an innovative, business-focused, modern law firm that offers integrated professional services to both emerging and established companies around the globe.

Like their clients, AEGIS Law is driven by a fierce entrepreneurial spirit that is exemplified by their willingness to work harder, faster, smarter.

Positioning itself to address the needs of the ever-growing innovation and technology ecosystem in Tampa Bay, AEGIS Law offers clients business counselors and lawyers with significant practical experience in business operations and law.

aegis law - Matthew Welker, Attorney
aegis law - Matthew Welker, Attorney
aegis law - Marshall J. Kobrin, Attorney
Marshall J. Kobrin, Attorney
aegis law - Leila Ros, Paralegal
aegis law - Leila Ros, Paralegal

THE STORY

In July 2018, AEGIS Law joined forces with Tampa Bay-based Walk Law Firm to meet the high demands of an ever-growing ecosystem. Walk Law, led by Rochelle Friedman Walk, has played a significant role in innovation and acceleration of businesses in Tampa Bay and around the world. The Firm’s unique niche as the go-to lawyers for e-commerce and technology-based businesses, especially in the mergers and acquisitions area, and the depth of Ms. Walk’s personal experience in working with both investors and entrepreneurs made Walk Law a perfect fit for the St. Louis-based AEGIS Law.

AEGIS Law reception

Walk Law was named to the Law Firm 500 fastest growing firms in both 2017 and 2018, a feat that is difficult to accomplish year after year. Ms. Walk credits the growth to a talented team of lawyers and their expertise in the high growth area of e-commerce and technology.

15 years ago, AEGIS launched a revolutionary idea: if you create a law firm culture that prioritizes the needs of attorneys, clients will reap the benefits, creating a win-win situation for both.

That vision is enshrined in the company name which is derived from the Greek mythological symbol for sponsorships and protection. The modern model for delivering legal services has indeed disrupted the legal game as AEGIS law has become a dominant player in venture capitalism, banking, securities, real estate, construction as well as, general corporate law; ranking among the top 50 fastest growing companies in its region.

AEGIS Law has developed an innovative disruptive business model that flies in the face of the politics and limitations of traditional firms with key characteristics that include; a collegial approach to servicing clients allowing associate attorneys to support other attorneys’ clients efficiently and effectively thereby helping all of the lawyers solve problems better while saving the clients money.

The combination with Walk Law made sense with their similar approach to ensuring that lawyers focus on client need and the endgame, encouraging a collaborative approach while managing fees and client experience. The unmatched responsiveness is a streamlined structure allowing AEGIS Law to respond to client concerns and questions with exceptional speed, taking a practical yet creative approach to problem-solving.

Rooted and focused on representing businesses, business owners and entrepreneurs. AEGIS Law offers a broader range and larger bandwidth of attorneys with a heavy emphasis on mergers and acquisitions in the rapidly-growing entrepreneurial e-commerce and tech industries of Tampa.

Hunter Business Law – Who is Your Best Business Partner?

Hunter Business Law Mantra

Who is Your Best Business Partner?

Hunter Business Law Mantra

OUR STORY

Hunter Business Law - SH Headshot

In 2013, Sheryl Hunter rebranded her firm to attract the clientele she has served with the most passion for two decades as a business attorney – entrepreneurs.

“I view entrepreneurs as individuals with a unique approach to life and work, as opposed to people who are in a certain phase of their business.” Hunter explains. “Entrepreneurs often wear the hat of start-up founder, but they also advance to growth and exit stages and many do it all again as serial entrepreneurs, or they engage with early stage companies as mentors and angel investors. These are the people we serve, and we are equally committed to developing the ecosystem in Tampa Bay to encourage innovators to start and grow their companies here.”

The firm has been developed by Hunter with the unique needs of entrepreneurs in mind, both in terms of its practice areas which include corporate and contract work, securities, intellectual property and M&A, but also in terms of hiring lawyers who are highly responsive and who are adept at blending legal protection with business pragmatism. “Our relationship with our business clients is like that which is expected of in-house legal counsel. Our team of attorneys are interested, engaged, and dedicated counselors to our clients. We are accessible, without the full-time payroll obligations of in-house counsel. We may not be down the hall, be we are your counsel on call.”

Exclusively Working With Growth-Focused Entrepreneurs and Their Business Enterprises.

“At Florida Funders we have come to rely on Hunter Business Law for much of our legal advice and counsel. Sheryl and her team are awesome to work with and we know that we can always count on them for responsiveness, for creative and entrepreneurial thinking, and for giving us practical legal opinions that take into consideration the business aspects of any situation. Hunter Business Law is a true business partner of Florida Funders, in every sense of the word.” ~ Tom Wallace, Managing Partner of Florida Funders

“I have had the luxury of working with Sheryl on several different occasions and multiple scenarios. It isn’t often that you experience someone that cares enough to protect you and your business as if it were her own. This is exactly how I have felt in dealing with Sheryl and Hunter Business Law! She and her team are attentive, detailed and extremely easy to work with. I strongly recommend Sheryl and her team for any of your business needs.”
~Ashby Green, Founder at Gazelle Capital

“Hunter Business Law has the perfect balance between business and legal acumen so my business dealings are not only successful, but have a higher rate of closing. Sheryl personally is sharp, bright and smart and is a pleasure to work with.”
~ Charles Hutchinson, CFO at InSync Healthcare Solutions, LLC

Hunter Business Law newest building

119 S Dakota Avenue,
Tampa, FL 33606
813-867-2640
Info@hunterbusinesslaw.com
hunterbusinesslaw.com

Hunter Business Law Entrepreneurs Law Firm logo
Hunter Business Law twitter icon
@hunterblaw

Capstone Group – We Aim to be a Rock for our Clients

Capstone Group BPTW Official Photo
Capstone Group logo
Capstone Group BPTW Official Photo

ELEVATOR PITCH

Capstone Group is a leading provider of in insurance, risk management, and employee benefits services. Our mission is to provide results-driven solutions that transcend what our clients have come to expect from traditional insurance and benefits broker. In a world defined by uncertainty, we aim to be a rock for our clients by adhering to our foundation of values: we are people-focused and motivated by a genuine compassion for our employees, our customers, their employees, and our community.

Capstone Group - cap cares

OUR STORY

When Capstone was founded in 2013, it was not because there was a need for another insurance agency. Our founding partners were well aware of the abundance of competition for insurance agencies and brokerage firms in the Greater Philadelphia Area, however they felt there was a desperate need for client-focused, technically sound, risk management and employee benefits consultants, and we remain passionate about that distinction to this day. Capstone has been able to differentiate ourselves by applying the global resources of our largest competitors, while still having a fierce dedication to our clients and a service model typically reserved for local, boutique firms. Our experience in analyzing and interpreting marketplace information and applying both proven and innovative products and solutions allows us to make our team’s experience meaningful, useful, and valuable in supporting our client’s goals.

Capstone Group dinner
BPTW CAPSTONE Group TEAM

Property & Casualty and Employee Benefits insurance policies should be just one component of a company’s overall risk management program. Now more than ever, insurance brokers & consultants must act in a strategic advisory capacity and partner closely with the clients they serve and act not as simply a vendor. A partner advises on all facets of the business, and aims to improve both top line and bottom line. By focusing on lowering our client’s overall cost of risk as opposed to simply lowering their insurance costs, we aim to help them achieve a sustainable competitive advantage. From an Employee Benefits perspective, it is imperative that we immerse ourselves in each of our client’s unique cultures in order to customize a total benefit offering that focuses on the individual employee and their family’s well-being.

The traditional insurance brokerage model has remained relatively unchanged for decades. Much to the detriment of business owners and executives, the risks they face on a daily basis have shifted considerably over that same time period. The evolution of technology, along with ongoing changes to government regulations, foreign policy, and our domestic tax code have opened up businesses to a host of new risks. Unfortunately, the traditional process dictates that insurance companies will respond to emerging risks by simply excluding them from their policies, leaving large uncovered exposures that could be catastrophic for a business unless properly addressed. Our goal when on-boarding a new client, and at every subsequent client review, is to identify all potential risk exposures and to clearly state our team’s recommendations on how to cost effectively manage those risks.

MILESTONES

What we began in 2013 has been molded and reshaped by an array of innovations, regulatory changes, and emerging risks within our industry. Our vision is to set the standard of excellence among risk management and employee benefits consultants by being innovative, financially strong, and continuously exceeding customer expectations. To accomplish this goal, our efforts begin and end with attracting and retaining the very best industry experts and client service representatives as a part of our team. For the first time in 2018, Capstone Group was voted one of Philadelphia’s Best Places to Work by the Philadelphia Business Journal.

Capstone Group - Lt Grey BPTW

1120 Welsh Road, Suite 220, North Wales, PA 19454
Phone: 215-542-8030
Email: info@capstoneinsgroup.com
linkedin | facebook |twitter
www.CapstoneInsGroup.com

Drucker & Scaccetti – Tax as a Business Strategy

Drucker & Scaccetti OVERVIEW - Mural
Drucker & Scaccetti OVERVIEW - Mural
Drucker & Scaccetti logo

“…BUT IN THIS WORLD, NOTHING CAN BE SAID TO BE CERTAIN, EXCEPT DEATH AND TAXES.”

This phrase, written by Philadelphia’s most famous son, Benjamin Franklin, in 1789, still resonates 230 years later. The Tax Warriors® at Drucker & Scaccetti understand taxation and see it as a core element to nearly every business and personal financial decision. By embracing the rules, understanding the goals, and working with experienced thought leaders who are skilled experts in tax law and accounting, we offer our clients the ability to minimize the impact of tax. We, the advisors at Drucker & Scaccetti, help Philadelphia’s businesses and affluent families preserve and grow their wealth for themselves and their posterity.

Mention accounting and the stodgy version of the boring nerd is evoked. In fact, it is not likely “innovation” is a word used to describe the accounting profession. But 29 years ago in Philadelphia, an innovative change in accounting occurred when Drucker & Scaccetti was born.

Prior to our firm’s founding, there was no professional firm that focused exclusively on offering tax consulting and compliance services for complex family-owned and entrepreneurially driven businesses and wealthy families. When we announced the forming of our firm, we were told by some of Philadelphia’s top lawyers and CPAs it could not be done, no one had done it before, no one would engage us for tax services alone. At our very core, we knew this innovation in the accounting industry was needed and would prove valuable—even if the market didn’t yet know it. Twenty-nine years later, we are in the strongest growth phase in our firm’s history.

We created Drucker & Scaccetti to fulfill what we saw then, and continue to see today, as a need for advocacy vs. independence. We see business challenges from a different lens— unfiltered by audit implications and results. We are specialists in financial planning, taxation and tax preparation for individuals and businesses.

Drucker & Scaccetti - Recruiting Team

We never settle for plain vanilla tax return preparation; we plan to take advantage of techniques or combinations of integrated planning ideas that impact clients’ businesses and personal taxes. We learn what is important to our client and become an active member of their advisory team.

The Tax Warriors at Drucker & Scaccetti take a different and more holistic approach to our clients’ tax planning, preparation, and compliance needs. We view Tax As A Business Strategy® and, as a result, clients come to us for a relationship they cannot get from a digital solution. Our success comes from working eye to eye with clients. Not so much an innovation as a revelation.

This may give you a sense of who we are and what we do. But we are driven by our WHY. Over the years we could have become specialists in auditing services for large businesses. But that didn’t feed our passion. We love being a family’s trusted advisor; someone who will work with the investment, legal, insurance, or philanthropy team that uses financial and tax strategies to increase and sustain family wealth.

We build relationships by understanding and caring about our clients’ stories and going the extra mile to ensure their peace of mind.

When you need smart, business-savvy advisors, call on The Tax Warriors at Drucker & Scaccetti. Our goal is to help you sustain and grow your wealth. We are different for the sake of being better.

1600 Market Street, Suite 3300
Philadelphia, PA 19103
Phone: 215-665-3960
Email: info@taxwarriors.com
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