SVG Partners

Investment Partner

Artaic - Innovative Mosaic

Advisory Board

3 Peaks Capital

Private Investor, Business Mentor

Accenture

Senior Manager

SAIC

Senior Manager, Business Analytics 

Suntiva

Senior Management Consultant

Are you:
* preparing to exit your business due to retirement, other ventures, time with family, and turnarounds
* looking to secure funding and grow your business
* trying to expand and increase revenue to facilitate business growth
* in need of strategic partnerships and business marketing support
* facing financial difficulties and in need of business financing
* interested in entering new markets or expanding internationally
* in need of experienced business investors and advisors to sell your business
* in need of assistance with mergers and acquisitions

At 3 Peaks Capital, we specialize in assisting business owners and founders of all types of businesses to accomplish their business objectives and lifestyle goals. As a savvy private investor and advisor, I bring a keen eye for opportunity, a deep understanding of the market, and a wealth of experience in identifying businesses and companies with the potential to thrive in today's fast-paced business environment, as well as buying businesses and investing in companies seeking to rapidly grow revenue. I focus on leveraging the power of marketing and strategic partnerships to drive growth and increase valuations. I understand the unique challenges faced by the business world industry and have the expertise to help you succeed.

What’s in it for You?
* Fast closure of deals.
* Free 30-minute business valuation advisory session.
* Access to a network of over 4,000 private investors.
* Access to capital needed to fund business growth and expansion. 
* Increased cash flow and customer base.

Want to know more?
Schedule a free business valuation advisory session with me at https://calendly.com/chatwithvic/3peaks to discuss your business.

Also, share my content or recommend me to others looking to exit their businesses.
Specialties:  Business Acquisition & Mergers | Venture Capital | Private Equity Investments | Business Investments | Business Financing | Business Marketing | Business Growth | Exit Strategy & IPO

Vic A.

Focal Point Financial Planning, LLC

Providing strictly fee-only service by helping hard workers age 50+ prepare for retirement. I help find answers to 3 critical questions:

  -  How do you turn your investments into retirement paychecks?
  -  How can your retirement tax bill be reduced?
  -  Are you on track for the life you want to live?

Founder

Sidewinder Industries Inc

Created a unique product and brought it to the precision rifle market.

Manage all the finances, sales, and promotion of the product line.

Established a multi-national dealer network to further the scope of the company and product.

Owner

Diversify, Inc.

Associate Investment Advisor

Fidelity Investments

Investment Solutions Representative

Client Service Associate

Intern

Deliberate Dynamics, Inc.

Passed knowledge from basic to advanced precision rifle courses with class sizes of 5-12 students

Restructured the Advanced Precision Rifle course to maintain relevance in a quickly changing market

Worked with students one-on-one to identify and remedy their issues

Precision Rifle Instructor

United States Marine Corps

Served on deployments to southern Helmand Province, Afghanistan & Okinawa, Japan

Received Certificate of Commendation for leading the vehicle crew to multiple Company “Top Gun” qualifications

Oversaw small unit-level training and mentoring of Marines on essential infantry skills

Infantry - 0313 LAV Crewman

Have you ever thought to yourself, “I wish I had known that sooner?” I certainly have. 

Let’s go back and think about where you were in August of 2009. I was in southern California and had recently enlisted in the Marine Corps. I was sitting in a hot, smelly auditorium and had just been given a signup sheet for the government’s version of a 401k. 

I remember reading through the questions that were asking me how much I wanted to invest, which investments I wanted, and what type of account I wanted. 

As I was looking through these options, I thought to myself, “I have no idea what any of this means” and when I looked to my left and my right, all I saw were more confused faces. I wasn’t the only one. Unfortunately, there wasn’t anyone there who could help me with my questions, or even point me in the right direction.

After that, I promised myself I would learn how all of these investments and taxes worked so I would never be in that situation again. 

I never wanted to feel like I was GUESSING when it came to making BIG decisions with my money. 

When I look back on that hot, August day, I can tell you now, that I wasn’t investing enough, I was invested like someone who was already retired, and I wasn’t being very smart about taxes either. When I learned all of this I remember thinking to myself, “I really wish I had known this sooner.”

So I became an advisor and started Focal Point Financial Planning to help you avoid the mistakes that I made so you never have to say to yourself, “I wish I had known that sooner.”

I help business owners and real estate investors avoid getting killed in taxes when selling their business or properties, helping you gain confidence with taking that next step in life. 

As a business owner myself, I understand you have a lot on your plate. Worrying about taxes & investments takes time you probably don't have. 

So whenever you are making a big decision with your money, please reach out for a quick chat and make sure you aren't leaving extra dollars to Uncle Sam!

Here is a link to our disclosures & disclaimers -> https://focalpointplanning.com/disclaimer

Marcus Blanchard
801-477-0549
mblanchard@focalpointplanning.com
www.focalpointplanning.com

Marcus Blanchard, CFP, WMCP, ChFC

taplio

The Battle

Vic A.

Marcus Blanchard, CFP, WMCP, ChFC

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