📈John Barnes

Pendleton Street Advisors is a financial advisory firm to business owners. Founded in 2013, the firm’s areas of expertise are valuation consulting, succession planning, personal financial planning, mergers and acquisitions advice, and investment management. We specialize in helping our clients work through make-or-break financial issues in their company that have spillover effects into their personal finances.

President & CEO

John Barnes

It’s a long way, but I wouldn’t miss seeing these friends for anything. 

Leaving today for South Sudan 🇸🇸 with Empower One. 

We go to teach, learn, and have fun bringing the good news of the Gospel to a place that is starving for peace, and hopeful for transformation that starts on the inside and works its way outward.

Also thankful for the blessing of a GREAT team at home that allows me to pursue these missions.

Helping business owners get more from their largest investment | CEO at Pendleton Street Business Advisors

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This is why no one will want to watch robots play sports

This was more than a win.

Best use of AI so far for my firm?

Not in writing.

Not in search.

Not in research.

It's in illustration. A complete and total gamechanger. 

Imagine taking a complex Estate planning document provided by a client, and after anonymizing it--uploading it to ask AI to "illustrate" the provisions, and flow of assets in some type of diagram. Mind-blowing, and super helpful to the client.

Imagine taking anonymized financial statements and asking it to illustrate money flow in a blowout diagram that shows the magnitude of certain revenues and expenses.

We're loving the illustrative uses of AI to make more impactful *visuals* that help out clients have a deeper understanding of their own "stuff".

I can't wait to see what else we can come up with.

Made a cold call today. Fr

Disaster rating: 11/10—but I learned two things:

1. Have fun. (I had fun 😉)

2. If you’re a business using an offshored VA for call reception, don’t cheap out and use a service where they sound like they’re talking inside the Holland Tunnel. 😊 
 (maybe they were 🤷🏼‍♂️)

Owners of asset-intensive and capital-intensive businesses need to fall madly in love with reading and understanding and tracking the Balance Sheet of their company.

The Balance Sheet tells the true story of the financial health in your business. Those big revenue numbers on your Income Statement? They are fun to read, but dangerously deceptive.

“I just reinvest everything back into the company.”

I think this is one of the most irresponsible things I hear business owners say:

Cool.
For how long?
And to what end?

Reinvestment without a personal financial framework isn’t discipline.
It’s avoidance dressed up as modesty.

Here’s what actually happens:
The business grows.
The owner’s lifestyle stays frozen in 2014.
Every future reward becomes “next year”.

At some point, reinvestment may not be accretive, and it's probably causing some other stuff to break:
You’re creating wealth… but probably not much of a life.

I think this is just as true for single person as it is for business owners with a spouse and children. 👨‍👩‍👦‍👦 

A real financial strategy draws a line:

This is what the business needs to grow. 📈 
This is what the owner needs to stay motivated, solvent, and sane. 🤩 

If your only win condition is "I'll get around to it,”
you may feel like you're building a company — you’re deferring your life.

The best operators I know don’t starve themselves for optional upside.

They fight for parallel progress.
They work parallel plans for the progress on both sides of the line.

Business wins. 😘 
Owner wins. 🤑 

Both stay in the game. 🤠

Blue Trust

Senior Private Wealth Advisor

Partner

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: 

• Financial, retirement, and estate planning 
• Investment management 
• Cash flow and budget planning 
• Charitable giving strategies 
• Personal trust and estate settlement 
• Business consulting services
• Family Office 
• Professional Athlete services 
• Institutional services 
• Retirement plan consulting

I joined Blue Trust in 2019 through an acquisition of a local RIA firm.

Private Wealth Advisor

Weaver Boys

A Father + Son business where we beautify your home with landscaping maintenance and pressure washing services.  Serving the greater Greenville, Anderson, Spartanburg area in South Carolina.

Founder | Worker | Dad

Bob Jones University

Adjunct professor in Finance - Portfolio Management

Adjunct Professor

Ernst & Young

I had a fantastic experience at one of the world's greatest professional service firms.  I was honored to serve in the income tax and audit practice.  I was also privileged to help the firm administer the Entrepreneur of the Year program in the Southeast.  I taught continuing professional education (CPE) for the Southeast Tax practice.

Senior Manager-Global Compliance and Reporting

McGuinn Homes

Chief Financial Officer during one of the worst times to be in home building and land development.  Worked with banks and assisted the owner with various accounting and income tax initiatives.

Chief Financial Officer

Grant Thornton, LLP

Income tax, family office consulting, financial statement restatement, FAS 109 audit, executive compensation, mergers and acquisition. I contributed to recruiting, staff and senior training development, and CPE instruction.

Manager-Strategic Federal Tax Services

Arthur Andersen

I was fortunate to be able to experience one of the richest cultures within professional services and work for a firm with an amazing history.  Sadly, the firm ceased operation due to the Enron affair.

Staff Accountant-Tax

Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: 

• Financial, retirement, and estate planning 
• Investment management 
• Cash flow and budget planning 
• Charitable giving strategies 
• Personal trust and estate settlement 
• Business consulting services
• Family Office 
• Professional Athlete services 
• Institutional services 
• Retirement plan consulting

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The Battle

John Barnes

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}John Barnes's LinkedIn Performance

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