Nestor Vargas, CFP®, CEPA's Linkedin Analytics

There are 3 things I see small business owners struggling with the most: Lack of systems Lack of cash flow Lack of a financial plan For over 14 years, I’ve been guiding business owners and their families to create long-term financial security. Watching my Mom go through pain and heartache is why I chose this path. Her commercial cleaning business did not sell. • She worked her tail off forever • She never took a real vacation for 10 years • Her business was profitable but wasn’t transferable She never built for an exit or retirement. But she’s not alone. The recurring themes I’ve seen during my 14 years of experience: • Most business owners aren’t prepared to sell • Most business owners aren’t prepared to retire And 80% of businesses won’t sell. Plus, 99% of financial advisors give advice that helps people work 9-5. Not business owners. A travesty. This is where I enter the game and become your Financial Quarterback. Someone who is a business owner and financial advisor. I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through. So if you’re an established business owner who wants to: 1 - Unlock the value of your business and life’s work 2 - Get serious about selling your business 3 - Set your business up to retire early Click the link in my featured section to see if we can build a financial game plan for you