Building a business is a journey filled with dedication & sacrifices, often leaving you wondering if your choices are right. Furthermore, leading & growing a company presents numerous challenges, both personal & professional, that aren't taught in school.Consider this: less than 2% of business owners make over $500,000 annually, & less than 4% make over $250,000. And to throw salt in the wound, 70% of businesses never sell! Would you still sacrifice your goals knowing these stats? The good news is, you don’t have to be a statistic. You can be among the few who achieve both personal & professional success.Success requires strategy, patience, delegation, & trust. If you're an entrepreneur or executive focused on building a company, maximizing returns & preparing for a profitable exit - my ecosystem is designed for you.Twenty years ago, I entered the financial industry to solve complex planning needs. Since then, my team & I have guided thousands of clients through intricate personal & business planning issues. I identified five key challenges our clients face:→ Understanding personal financial goals & their connection to business objectives.→ Deciding when to withdraw money for personal goals versus reinvesting in business growth.→ Managing tax and estate concerns for both personal & business interests.→ Grasping the importance of Value Creation in selling a business.→ Answering "What's next?" for entrepreneurs and executives post-exit.To address these challenges, I created an ecosystem of companies: C-Suite Planning™, Different Investments™, & Value Creation Consultancy™. Each entity supports entrepreneurs & executives, in specific areas like personal planning, scaling & selling businesses, & investing in public & private markets.Whether you manage a department or lead an organization, balancing these goals is crucial for determining success.If you need help with:→ Complex financial planning → Reducing tax liabilities→ Discovering better investment opportunities → Scaling a business for an eventual sale→ Selling a business to achieve personal financial goalsSend me a DM here with the message "I need help." I will personally respond & arrange a meeting to explore how my team and I can support you.C-Suite Planning™ is a registered trade name of Different Investments LLCDifferent Investments 𝐿𝐿𝐶 𝐴 𝑅𝑒𝑔𝑖𝑠𝑡𝑒𝑟𝑒𝑑 𝐼𝑛𝑣𝑒𝑠𝑡𝑚𝑒𝑛𝑡 𝐴𝑑𝑣𝑖𝑠𝑜𝑟𝑇ℎ𝑖𝑟𝑑-𝑝𝑎𝑟𝑡𝑦 𝑝𝑜𝑠𝑡𝑠 𝑓𝑜𝑢𝑛𝑑 𝑜𝑛 𝑡ℎ𝑖𝑠 𝑝𝑟𝑜𝑓𝑖𝑙𝑒 𝑑𝑜 𝑛𝑜𝑡 𝑟𝑒𝑓𝑙𝑒𝑐𝑡 𝑡ℎ𝑒 𝑣𝑖𝑒𝑤𝑠 𝑜𝑓 Different Investments™ or Value Creation Consultancy™
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Managing PartnerSell Side Securities™Ashburn, Va, Us -
Managing PartnerSell Side Securities™ Jan 2024 - PresentAt Sell Side Securities™, we specialize in delivering exceptional sell-side advisory services for private investors navigating the secondary market. Our proprietary process, "The Modern Handshake Deal™," combines advanced methodologies, human relationships, and tailored strategies to help you optimize the value of your investments. Whether you're looking to liquidate private securities, balance DPI for a vintage year, or secure future investment opportunities, our sell-side M&A process is designed to deliver optimal results while addressing the unique challenges of private markets. -
Founder | Principal ConsultantValue Creation Consultancy™ Jan 2021 - PresentValue Creation Consultancy™ is a firm created for the business owners interested in building their business with the inevitable goal to exit in the future. The team of in-house professionals and those in the Value Creation Network™ support businesses through each stage of Value Creation! -
Founder | Chief Market Strategist | Senior Portfolio ManagerDifferent Investments™ Apr 2021 - PresentAshburn, Virginia, UsOur team supports clients looking for active investment management and private placement investments. Our proprietary investment research process along with the combination of public & private investments allows our team to pursue superior long term returns. Our investment approach includes:➡️ Tactical Trading Strategies➡️ In-house Active Investment Research & Monitoring➡️ Nimbleness To Adjust Portfolios Based On Market Conditions➡️ Seeking Optimized Risk-Adjusted Returns➡️ Advising Accredited Investors On The Use of Alternative Investment Strategies➡️ Incorporating Private Equity, Private Debt, & Venture Capital Opportunities➡️ Collaborating With Client To Evaluate Hedge Fund Ideas➡️ Real Estate Investing Models For Residential & Commercial Opportunities➡️ Oil & Gas and Clean Energy Initiative Research -
Founder | Executive Wealth ManagerC-Suite Planning™ Apr 2021 - PresentOur team supports clients with Executive Financial Planning, Exit Planning, Divorce Financial Planning, and Special Needs Financial Planning. We use multiple proprietary processes to create customized personal financial plans specifically designed for those with the most complex planning needs. Our plans cover:➡️ Cash Flow Analysis➡️ Cash Management Strategies➡️ Liability Assessment & Ratio Calculations➡️ Protection Concepts (i.e. Key Person, Buy / Sell, Life, Disability, & Long Term Care)➡️ Independent Investment Evaluations➡️ Stock Option, Restricted Stock, & Private Equity Analysis➡️ Complex Tax Planning Strategies (i.e. retirement contributions, tax loss harvesting, business deductions, and more)➡️ Estate Planning Concepts (i.e. trusts, gifting, charitable, and tax) -
Co-FounderHorizon Ridge Wealth Management Oct 2016 - PresentRegistered Investment Advisor - now doing business as Different Investments™
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Jon PeytonJonpeyton.Com Jan 2018 - Present
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Founder | OwnerHorizon Ridge Global, Llc Jan 2016 - Present
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Investment Management | Wealth ManagerUsaa Dec 2012 - Oct 2016San Antonio, Texas, Us➡️ Advised on $175 million of client investment assets.➡️ Established financial targets and progress reporting for executive clients.➡️ Collaborated with cross-functional teams to establish performance processes for members within Wealth Management.➡️ Designed, developed, and disseminated intricate investment, income tax, estate planning, protection, and banking strategies to meet member needs.➡️ Influenced product management roadmaps for Retirement 2.0, USAA's Robo-Adviser launch strategy, and USAA's Health Solutions product migration.➡️ Presented to mid-level and executive leadership.➡️ Analyzed monthly and quarterly sales practices for inefficiencies and opportunities for improvement. -
Investment Management | DirectorCapital Fiduciary Advisors, Llc Jan 2012 - Dec 2012➡️ Coordinated strategic partnerships with organizations to foster organic and external portfolio growth.➡️ Established a new way to integrate client andprospect data, monitor and record high impact marketing events, and track firm level P&L.➡️ Created marketing campaigns to increase brand awareness to ultra-high net worth prospective clients.➡️ Assisted in monthly investment committee meetings.➡️ Executed advanced financial plans for entrepreneur and executive clients.➡️ Designed succession plans for entrepreneurs.➡️ Assisted in drafting investor policy statements for corporations and endowments.➡️ Collaborated with estate and tax professionals on our client's behalf.
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Investment ManagementFidelity Investments Oct 2006 - Jan 2012Boston, Ma, Us➡️ Guided 450 high net worth clients in areas of tax planning, estate planning, protectionplanning, retirement planning, income and investment planning.➡️ Developed customized complex estate, tax, distribution, and retirement strategies.➡️ Designed tactical asset allocation investment portfolios using proprietary portfoliomanagement tools.➡️ Analyzed and actively directed individual and institutional investment portfolios.➡️ Created comprehensive plans that help my clients eliminate their planning shortfalls andminimize tax consequences. -
Investment Management | Financial PlannerAmeriprise Financial Services, Inc. Dec 2004 - Oct 2006Minneapolis, Mn, Us
Jon Peyton Education Details
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George Mason UniversityExecutive Mba -
Georgetown University School Of Continuing StudiesFinancial Planning -
George Mason UniversityEconomics
Frequently Asked Questions about Jon Peyton
What company does Jon Peyton work for?
Jon Peyton works for Sell Side Securities™
What is Jon Peyton's role at the current company?
Jon Peyton's current role is Managing Partner.
What schools did Jon Peyton attend?
Jon Peyton attended George Mason University, Georgetown University School Of Continuing Studies, George Mason University.
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