Jon D. Wheeler (retired)          

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:

1. Listen for the problem. Ask questions to ensure understanding.
2. Set the Background. Get information about the metrics that drive the business. Review financial information to determine the adequacy of reserves. Review pricing strategies. Ask about exit strategies. Review tax data to develop an understanding of the tax characteristics of the business. Develop a full understanding of the client and the owners.
3. Find Solutions. Seek out and provide the client with best practices for their industry or solutions based on research and experience.
4. Articulate value and show tangible results.

“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.”

Jay Davidson

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