FINANCIAL CLARITY. STRATEGIC GROWTH. LASTING IMPACT.
My name is Jon Peyton I’m a serial entrepreneur, father, podcast host , author , and travel enthusiast
I help founders and leadership teams turn financial complexity into a competitive advantage so they can scale with confidence, increase profitability, and build a business that lasts.
ABOUT JON
From Founder to Financial Strategist
Twenty years ago the mother of my daughters asked me why I chose a career in the financial industry. She was trying to figure out what about my job brought any amount of joy or personal satisfaction within a field that I often described as a rat race. I stumbled on my answer for a few moments before giving her the simplest and truest response: I like to help people. I like to help people plan for their future. I like to help executives plan for the future and reduce their tax liability. I like to help parents with special needs children. I like to help other entrepreneurs build empires while chasing their dreams. Simply stated, I like to help… That’s who I am at my core, and that desire is what drives every client interaction I have. That’s who I am and why I do what I do.
250+
Businesses Served
$550M
EV Advised
20+
Years of Experience
100%
Focused on Founders
SPEAKER
In-demand speaker at conferences and events worldwide.
PODCAST APPEARANCES
Featured on top podcasts sharing insights on growth and finance.
AUTHOR & CONTRIBUTOR
Author of financial strategies and contributor to leading business publications.
TRUSTED ADVISOR
Strategic advisor to founders and leadership teams across industries.
My Brands
Discover and learn more about me and what I do!
Uncover the brands my teams and I created to support Entrepreneurs and Executives! Each of them is part of an all-in-one ecosystem designed to support every stage of the entrepreneurial journey!!
Where I’ve been
Over the course of my career in the finance industry the way I have helped people has shifted from a full menu of financial services designed to support everyone to a more tailored and specific approach designed to advise entrepreneurs and executives. While I began my career working for big box wealth management companies – supporting clients looking to plan for retirement, college savings, wealth accumulation and much more – today my companies provide a specialized ecosystem where clients can receive advice that integrates personal and business planning.
In 2016 I took the biggest leap of my professional (and quite frankly, my personal) life and started my next company so that everything this company would do, would be with the goal of helping people in mind. I turned what started out as a job into a true passion and a calling. November 1st 2016 Horizon Ridge Wealth Management was born out of a dream, a small office with an incredibly high rent, two computers, and pure unadulterated drive. Sleep would wait because dreams would not…
When the pandemic hit, like many small business owners I was unsure if my little brick and mortar would survive. But just like I advise my clients, shoot for the best and plan for the worst. Our pivot allowed us to not only survive, but to thrive. Out of the proverbial ashes came the new fire: an idea to help those with the most complex problems by turning complexity into simplicity. I realized Entrepreneurs and Executives were my kin, my peers, and those who needed help turning complexity into simplicity. And so we rebranded, spun off companies, and honed our craft to serve those individuals that wanted to leave a positive impact on their communities and a legacy for their families. Now I would be helping people, help people.
What I Do
Today I run multiple companies that provide a variety of business and financial advising, but all with the same original goal of simply helping people. Within every brand, and every business plan, the core is this: how will we create avenues for our clients to reach their goals? How do we simplify our client’s most complex issues? Will our clients walk away with tools and resources to plan for their futures? Can we increase the number of successful business exits? We think the answer, to each of these questions, is YES.
C-Suite Planning™
works with active and retired Entrepreneurs and Executive clients to build tailored financial plans designed to overcome obstacles and explore opportunities for decades to come. Our team focuses on supporting our clients across four specific areas of advice: Executive Financial Planning, Exit Planning, Divorce Financial Planning, and Special Needs Financial Planning.
Different Investments™
provides clients with active investment management through the combination of traditional investments (i.e. stocks and bonds) and alternative investments (i.e. real estate, oil & gas, clean energy, private equity/debt, venture capital, and hedge funds). Our team believes our proprietary active research leads to active return designed to minimize risk and optimize return.
Sell Side Securities™
offers a boutique sell side advisory experience to individual clients seeking a liquidity event prior to an IPO or corporate buyout through secondary market transactions. In addition to supporting individuals, the team at Sell Side Securities™ provides corporate clients sell side advisory services through M&A transactions, capital fund raising, and more.
Founder’s Accounting™
offers accounting, bookkeeping, financial planning and analysis, fractional Controller and CFO services along with an Outsourced Finance Department, when necessary. At Founder’s Accounting™, the team understands running a business is hard enough without worrying about your books, taxes, financial models, and more – so we simplify Finances For Founders™. We take confusing numbers and turn them into clear, easy-to-read stories so you can make smart decisions fast
My Credentials
Executive MBA
Certified Financial Planner™
Certified Product Manager™
Former Certified Exit Planning Advisor™
Former Chartered Special Needs Consultant™
Bachelor’s in Economics
Former Certified Divorce Financial Analyst™
Certified Product Marketing Manager™
Former Certified Value Growth Advisor™
Certified Marketing Professional™
Free Workshops
Actionable Training for Founders
The Founder’s Financial Strategy Playbook
Build a financial strategy that supports growth, profit, and long-term value.
Cash Flow Clarity for Scaling Companies
How to create predictable cash flow and use it to fuel your next stage of growth.
Increase Profit Without Working More
Proven strategies to improve margins, simplify operations, and boost profitability.
Build a Business That Maximizes Value
Position your company for a high-value exit or generational wealth transfer.
Masterclasses
My Podcasts
The Entrepreneur’s Adviser™
The Entrepreneur’s Adviser™ is dedicated to helping entrepreneurs and senior executives integrate personal & business planning. This thought-provoking podcast offers key advice, tactics, and insight to help business owners succeed.
Building An Exit™
Building An Exit™ is the place where entrepreneurs and business owners looking to maximize enterprise value through Value Creation strategies come to learn how to break through glass ceilings and capture market share using a proven process.
My Divorce Planner™
My Divorce Planner™ offers an engagingly relatable and insightful look into the world of divorce. This podcast is a full of value-add nuggets every week aimed to help you survive the twists and turns associated with the dissolution of a marriage.
The Hard Truth
Ready to Build a More Valuable Business?
Let’s create clarity, implement strategy, and build a company that gives you freedom and lasting impact.