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

Vendoroo

Big context shifts create periods of massive wealth creation (and SFH PM is in the middle of 3 HUGE shifts), but there’s only a handful of people in the world that have obsessively studied how winners are created in these moments in time… I’m one of them.

That’s why I’ve never been more motivated by any opportunity more than the chance to help PMs, PM consultants, and PM vendors (that get it) be the winners of this next era in SFHPM as the Chief Evangelist at Vendoroo.

“WHAT IS HE TALKING ABOUT?”

The book, Play Bigger (by Lochhead, Ramadan, Maney) came out 8 years ago, open sourcing the discipline of Category Design.  

It’s a study that showed how category creators make up a small percentage of companies in the S&P 500, but are responsible for 70%+ of the growth.

It also explains how movements are created by companies during a time of change.

The latest work on this subject is “Pattern Breakers” by Mike Maples Jr, that explains why so much disruption happens at these moments.

Incumbents aren’t afraid to innovate.  But they are tied their past successes to adapt to a context that changed drastically.

That’s when contenders completely break the frame of the old paradigm and win the market (often putting incumbents out of business- like cab companies when Uber happened)

WHAT’S MY MISSION

There isn’t 100 people in the world that have studied these moments, the winners, and their strategies more than I have in the last 5 years…

And I’m convinced this type of change is coming to SFHPM.

I hope to shine a giant bat signal into the SFH PM sky, so anyone that sees this coming can join the fanatical search for the new normal.

I hope to shine a giant spotlight on everyone and anyone that brings great ideas, processes, and solutions to the table and surround the ones that get it with people like them.

Chief Evangelist

Be The Stage

Business Owner

Founded Be The Stage to prove community creation is the future of business development.  

With the right content strategy, you can build and nurture genuine relationships with your ideal clients, create daily marketing pieces that attract your future clients, and produce a pipeline your sales team will love you for.

We design the strategy, lead the content creation and distribution, and manage the community for you so your team only needs to spend 3 hours per week on all your content production efforts and still have a weekly webinar, podcast, YouTube channel, SEO optimized blog, email newsletter, and daily social media content.

Co-Founder, CMO, host of B2B Community Builder Show Podcast

Category Thinkers

Category Thinkers is the free community that brings category designers together. Whether you’re already an expert or just “category curious,” you’re welcome to join the hundreds of others who strive to be radically different. 

This is where the young Jedis of category design will come to become the next Obi Wans.  If you want to lead the future of this category.   Join us.

Co-Founder and Podcast Co-Host

Peak Community

Peak Community is an invite-only private community of the best marketers and marketing leaders to connect learn and get 1% better each week.

Member

Connect With Pablo

Connect With Pablo is a personal brand and idea incubator focused on designing a category around relationship-driven growth.  

To succeed, the category must combine thought leadership around relationship-building (keynotes and online content), processes and methodologies (Relationship Flywheel™️), and software to enable it all (coming soon!)

Founder and Chief Executive Connector

HYPCCCYCL

HYPCCCYCL is an invite-only, professional community where top B2B revenue leaders cross-train their GTM skills with VCs.

Rabbit

This company has an innovative solution to a problem that desperately needs a solving- the need to keep your phone charged.  They've built a world class C-suite team, and developed a business plan that will get their solution in 100 cities in 9 months.  I will be advising on audience growth and content creation to maximize the rapid adoption of the solution across the United States and international markets.

Strategic Growth Advisor

Outsourced Lifestyle, LLC

-	Created over $100,000 in revenue of software subscriptions through a daily email campaign I created and executed over 6 months
-	Created $50,000 in revenue by finding an educational need within our customer base, designing a course to fill that need, and selling 10 seats at $5,000 per customer (high ticket closing)
-	Recruited and nurtured top clients into a cohesive group of 18 (Mastermind group) based around content I curated and moderated, effectively ascending them into higher price points of service, turning them into brand ambassadors, and leveraging them to present at our live events as an attraction to other clients
-	Designed and delivered weekly online webinars with a 22% close rate
-	Optimized internal operations of software development team and administrative functions

EVP of Business Development and Corporate Strategy

OHL North America

I was hired into the company to implement and oversee processes designed to meet the organization's and its customers' goals with regard to sustainability.  This included:
- Working with our customers and design teams to set realistic LEED certification goals, and managing the LEED process from design through certification of over 25 individual projects worth over $521M (1,860,746 sq ft) in total.
- Track and report the Corporate Social Responsibility (CSR) impacts of 4 separate OHL companies in south Florida across over 500 indicators per company.
- Serve as in house expert to train staff, customers, and project teams about the LEED rating systems, building science, and green building principles.
-Present to potential customers on all areas of responsibility detailed above in competitive contract presentations.

Since roughly Q1 2014,added to my original responsibilities, I have also been working on:
- Origination of new customers through research, prospecting, and networking via community outreach, involvement, and visibility for $199.7M (1,129,126 sq ft) of construction contracts.
- Planning and executing community outreach events such as golf tournaments and expert panels that serve to both benefit local organizations and create brand exposure for our company.
- Research and development of drone photography and video for marketing and project management.
- Story boarding, writing, and approving final edit of outward messaging for marketing and public relations material as part of business development strategy.
- Management of critical subcontractors during final stages of project delivery.

Director of Sustainability and Business Development Manager

Building Conscience LLC

Founded and served as managing director of Building Conscience LLC- a green construction consulting company that specializes in affordably making existing homes and buildings more energy efficient.  I this role I:
- Educated the Miami market on proven techniques and new technologies it had yet to be exposed to
- Sold and fullfilled $180,000 worth of consulting contracts in 2 years (including ramp up)
- Established a personal brand as a green building expert

Managing Partner

The single family home investment ecosystem has gone through some massive shifts, and has more coming... but that shouldn't be bad news for the space.  

Major context changes create major wealth windfalls.  

You just need to be on the right side of them.  That's why I'm so invigorated by this space.  

I see major category potential for market value.  
I see the opportunity to set new standards.
I see a space ripe for partnering, community building, and lightning fast word of mouth.

Let me explain-

The context changes that have happened:
1. COVID made a sleepy, old school industry rapidly digitize in order to serve the consumer (investors & residents).
2. Wall Street poured massive amounts of money into the asset class causing venture capital money to flow towards the vendor ecosystem.

Up next:
1. AI is coming to completely change the ration of dollars spent on labor vs software.
2. The greatest wealth transfer in history will have Millennials and Gen Z demanding Amazon-level operations from the property management and vendor space (or they will figure out how to do it, themselves).

This sounds scary, but if you're a student of category design, you know a few things that should make you salivate at the opportunity...

- category winners capture 76% of the market share while everyone else fights for the remaining 24%
- new categories are created when a change in context creates a new problem that requires a different solution
- the company that can describe the problem the best will be believed to have the best solution

So a major economic windfall is coming for the winners.

How do I fit in?

- I've dedicated my life to figuring out how to build go to market motions through community building over the last 10 years, and it just so happens that some of those same context shifts have made community building and partnerships the 2 most effective go to market motions today

- I've been relentlessly obsessed with category design since reading Play Bigger 5 years, and have deliberately evolved a skill set and experience within the discipline that less than 100 people have in the world today

 - I happen to have applied both of those skillsets within the single family home investing space, leading to massive success for one of the premier players in the space (JWB Real Estate Capital), while serving multiple other clients, building a world class team, and becoming an investor myself

If you see what I see... a tsunami of prosperity coming to this space... and you are ready to win by looking at it differently... I'm your guy.

Let's be category kings.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Pablo Gonzalez 🏴‍☠️🧠

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