10245 Ski Hill Drive
Leavenworth, WA 98826
ph: 509-679-4635
jon
Business owners and executives often find themselves needing a "fresh set of eyes" when looking for solutions to the problems their businesses are facing. They need someone with experience and an outside perspective to help them sort through their options. I provide that "fresh look" and "voice from the outside". Most businesses have the internal resources for doing the things that need to be done from day to day. Their financial staffs range from a bookkeeper/office manager to a full staff including a CFO. What they need is someone they can trust to turn to for advice when needed without creating an additional permanent staff position.
I have been a trusted advisor to many businesses and their owners over a 47 year period. These services have included planning for the transition of the business from one generation to the next, the transition of businesses from the founders to trained managers, assistance in buying or selling a business, assistance in choosing between strategic alternatives, managing board and shareholder relationships, executive compensation planning, etc.
My approach:
I have have the pleasure of helping many business owners develop transition plans. These businesses have ranged from farms and ranches to commercial enterprises. In some cases, the objective is to transfer the business to the next generation at a minimal tax cost. In other cases, the objective is to create a plan that will help position the company for sale at its best value to the client. In either case, a full understanding of the business and the objectives of the owners is necessary as well as the skills to create a written plan that presents the business well.
Business owners face important decisions almost daily when looking at competitive situations, financing alternatives, and structuring their operations for optimum outcomes. I can provide you with the "fresh look" often needed to lead the organization to the right decision for their business. This means helping you:
“We have known Jon Wheeler for over 25 years. Over that time, Jon provided critical financial information and more importantly, strategic oversight that directly improved the value and income of a 100 year old family bank. Recently Jon provided enormous help selling a large block of stock for a very good value. His honesty, ethics and clear business sense sets him apart from any other financial person I have ever met.”
"You can trust his grasp of complex financial transactions and his unerring advice in navigating the problems associated with any high dollar business.”
Founder, Chairman & CEO, First American State Bank, Greenwood Village, Colorado
"When Jon joined the board, Mountain Meadows was struggling for survival. It was losing money and had a very tenous future. Today Mountain Meadows is thriving and is on the verge of doubling its size through expansion that was designed and financed in the midst of a fierce recession."
Randy Trettevik
Chief Financial Officer, Senior Services of America, Tacoma, Washington
"Jon'sgreatest asset is his ability to peel the layers and get to the core of the issue."
Clark Vanderlinden
President, Board of Directors, Leavenworth Summer Theater, Leavenworth, Washington
"Jon, you are a serious value to any group."
Mike McNeilly
President, Board of Directors, Leavenworth Golf Club, Leavenworth, Washington
Copyright 2010 Jon D. Wheeler, PS. All rights reserved.
10245 Ski Hill Drive
Leavenworth, WA 98826
ph: 509-679-4635
jon