Jon Peyton

Evaluator
DISC Type : Dcs

Managing Partner at Sell Side Securities™

Ashburn, Virginia, United States

Overview

Jon Peyton is a serial entrepreneur and LinkedIn Top Voice who has founded multiple businesses, including Sell Side Securities™ and C-Suite Planning™, focused on supporting entrepreneurs. He specializes in personal financial planning, value creation, and maximizing exit value for his clients, holding an Executive MBA from George Mason University.

Outside of his direct business ventures, Jon is passionate about simplifying complex financial situations for others. A key personal motivation for his work is his focus on special needs financial planning, a cause close to his heart as he raises a daughter with a developmental disability.

Unique Fact: Jon is the author of a financial planning book titled "The Master Plan" and hosts "The Entrepreneurs Adviser" podcast.

Personality Overview

Quality Focused

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Entrepreneurial Finance
He has built an ecosystem of companies like Founder's Accounting™ and C-Suite Planning™ specifically to help founders manage finances from scaling to a successful exit.
Business Exit Strategies
A core part of his professional identity, with his firms Value Creation Consultancy™ and Sell Side Securities™ focused on maximizing the exit value for business owners.
Special Needs Planning
This is a personal passion and professional specialization for him, driven by his experience raising his oldest daughter who has a developmental disability.

Media Appearances

Jon has no verified media appearances

Work History

1-2024
Managing Partner at Sell Side Securities™
12-2023
Founding Partner at Founder's Accounting™
1-2021
Founder | Principal Consultant at Value Creation Consultancy™
1-2018
Jon Peyton at JonPeyton.com
10-2016
Founder | Chief Market Strategist | Senior Portfolio Manager at Different Investments™

Education

2013 - 2014
Executive MBA from George Mason University
2010 - 2011
Executive Certificate in Financial Planning from Georgetown University School of Continuing Studies

More Information

Social Presence :

Prographics :

Exp : 21 Location : Ashburn, Virginia, United States Job Level : Leadership Designation : Managing Partner at Sell Side Securities™
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Insights For Selling To Jon

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jon is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jon

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jon take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jon

Personality Compatibility


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