Jack C. Rogers

Background

About Jack C. Rogers

I combine my experience as an entrepreneur with the full resources of Alpha UMi Financial and Clarity Accountants, LLC to help business owners take control of their balance sheet and align their business assets with personal financial goals. Through a hands-on approach to wealth planning, tax strategy, and financial management, I empower entrepreneurs to make smarter, more confident decisions.As a CFA Charterholder with an Executive Master of Science in Financial Statement Analysis and Securities Valuation, I offer the technical expertise and real-world experience to deliver comprehensive financial guidance tailored to business owners.One of my core specialties is business valuation. Whether you're preparing for a buy/sell negotiation, establishing your "walk-away" number, or planning your exit strategy, I provide clear, data-driven valuations to support confident decision-making. I also work closely with clients to increase their company’s enterprise value using market insights, detailed analysis, and proven growth strategies.Common Challenges I Help Solve:Coordinating business partner buyoutsDetermining your company’s true valueEstablishing your “walk-away money”Retaining key employees and partnersMinimizing tax liabilityBuilding or refining your succession planIf any of these resonate with you, let’s connect. I specialize in helping entrepreneurs navigate these challenges with clarity and confidence. Reach out to explore how we can work together to grow what you’ve built.