Nestor Vargas, CFP®🟢

Financial Advisor

MyGymProfits

We help gym owners make their gyms profitable.

Founder

AlignPoint Wealth

AlignPoint Wealth is a personal financial planning firm focused on helping business owners unlock and protect the value of their lifelong work- their business.

Certified Financial Planner

Fidelity Investments

Regions Bank

Finance Specialist

Protect and maximize your business value | I will show you how | Financial Planner for established entrepreneurs.

There are 3 things I see small business owners struggling with the most:

Lack of systems
Lack of cash flow
Lack of a financial plan

For over 14 years, I’ve been guiding business owners and their families to create long-term financial security.

Watching my Mom go through pain and heartache is why I chose this path.

Her commercial cleaning business did not sell. 

• She worked her tail off forever 
• She never took a real vacation for 10 years 
• Her business was profitable but wasn’t transferable

She never built for an exit or retirement.

But she’s not alone.

The recurring themes I’ve seen during my 14 years of experience:

• Most business owners aren’t prepared to sell
• Most business owners aren’t prepared to retire

And 80% of businesses won’t sell.

Plus, 99% of financial advisors give advice that helps people work 9-5.

Not business owners. A travesty.

This is where I enter the game and become your Financial Quarterback.

Someone who is a business owner and financial advisor.

I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through.

So if you’re an established business owner who wants to:

1 - Unlock the value of your business and life’s work
2 - Get serious about selling your business
3 - Set your business up to retire early

Click the link in my featured section to see if we can build a financial game plan for you

Green Mountain Panning is a personal financial planning firm focused on helping high-achieving corporate employees organize their money lives so they can start their entrepreneurial journeys.

Our founder successfully left corporate work 6 years ago so he understands all that is at risk.

Nestor Vargas, CFP®, CEPA

The AI Consulting Network

Empowering businesses and individuals to harness the full potential of AI.

Founder & CEO

Jacob Sebag & Associates, P.C.

Coordinate and assist with real estate transactions for commercial and residential properties, ensuring effective communication with all relevant parties including brokers, title companies, managing agents, buyer's and seller's lawyers, and clients. Draft and negotiate multi-party operating agreements in connection with the formation of limited liability companies (LLCs). Prepare and finalize contracts and riders tailored to the specific needs of each co-op and condo apartment/unit purchase and/or sale transaction. Conduct thorough due diligence assessments, including title and lien searches, management questionnaires, financial statement analysis, and property record searches utilizing ACRIS. Prepare FIRPTA certificates, assignment/amendment agreements, estoppel agreements, lead-based disclosure agreements, resolutions for corporations/LLCs, retainer drafts, and invoices for clients. Draft stock purchase agreements, including stock powers, assignment certificates, and resignation agreements. Draft lease agreements and extensions, attend closings, and draft closing statements and adjustments, including transfer and real estate taxes.

Paralegal

Hirshmark Capital

Assisted in-house counsel by performing due diligence on potential borrowers to evaluate the risk for future commercial real estate loans. Drafted and tailored numerous operating agreements for both lender and borrower special purpose entities for senior and mezzanine loans, including loans with future funding, and obtain leverage financing. Analyzed lease agreements between landlords and tenants and provided legal analysis to various questions such as property tax implications and default status. Extracted relevant business terms from loan documents in a clear and concise manner to allow effective communication across both the legal and loan origination team.

Legal Intern

Assessed and performed IT general control testing to mitigate risk to the financial statement, evaluated whether controls were in compliance with SOX guidelines. Coordinated and performed SOC 1 and SOC 2 audits with multiple teams to ensure timely completion. Obtained and reviewed management policy documentation and procedures for compliance. Participated and led walkthroughs to assemble the control narrative and determine the scope of the SOX audit.

Associate

Human Care Services

Maintained care for 10 special needs residents, coordinating with 5 co-workers. Documented the progress and achievements, as well as behaviors for each resident on a daily basis.

Direct Service Provider

Camp HASC

Worked as a counselor at a special needs summer camp, responsible for all essential daily needs for 4 special needs adults (6 days a week, 24 hours a day). Facilitated effective management of workload and schedules. Implemented behavior plans, aided campers in daily activities, and administered medication under the direction of registered nurses and physiotherapists to help improve the well-being of the campers.

Direct Care Staff

I help Real Estate Professionals leverage AI to boost efficiency by 30% GUARANTEED or your money back | Fractional Chief AI Officer (CAIO) | Founder of The AI Consulting Network | Leading AI speaker | Podcast host

Is Your Business Missing Out on AI-Driven Growth? You're not alone.

You're trying to make sense of complex AI concepts, but you're left feeling overwhelmed and frustrated. 

Your competitors are implementing AI solutions, and you fear being left behind.

But what if there was a better way?

𝗘𝗻𝘁𝗲𝗿 𝗧𝗵𝗲 𝗔𝗜 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 𝗡𝗲𝘁𝘄𝗼𝗿𝗸. 

We don’t just help businesses implement AI—we help them multiply revenue, cut inefficiencies, and scale smarter with custom AI strategies.

What We Deliver:

AI Profit Acceleration → Identify hidden opportunities where AI can increase revenue & efficiency

AI Automation & Integration → Implement high-impact AI tools that save you 18+ hours a week

AI Growth Partner → Ongoing support to ensure AI drives measurable ROI in your business

What This Means for You:

18X Efficiency – AI replaces repetitive tasks so you can focus on high-value, profit-driving activities.

Faster Growth – AI-powered lead generation, marketing, and sales automation mean more deals closed in less time.

A Competitive Edge – While others are still "exploring" AI, you’ll be dominating your space with scalable automation.

Why Work With Us?

ROI-Driven AI – AI isn’t about trends; it’s about results. Everything we build is designed to increase revenue and efficiency.

Done-for-You AI Implementation – We don’t just consult. We build, integrate, and optimize AI solutions so you see an immediate impact.

Proven Process – AI success is predictable. We follow a structured process to assess, implement, and optimize AI for maximum ROI.

AI Isn’t the Future. It’s the Present.

The question isn’t whether you should use AI—the question is how fast you can implement it before your competitors do.

Ready to Gain 18+ Hours a Week and 18X Your Business?

Let’s talk. 

Click below to schedule a free consultation and see how AI can drive real business results for you.

📌 PS: Imagine what your business could do if AI handled the repetitive tasks so you could focus on growth. Let’s make it happen.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Avi Hacker, J.D.

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