Your advisor
Greg J. Rodriguez.
CPA, M.S. Taxation, CEPA — and founder of AssetSculpt, a Nevada firm for owners doing $1M–$10M in revenue. I built four CPA firms from the ground up.
Who is Greg J. Rodriguez?
Four CPA firms built from the ground up — by an advisor who knows what it takes to grow a business, and what it feels like when the owner carries all of it.
Tax and profit decisions depend on where you are in the journey. The work is to secure savings that are safe for the business being built — a decision that saves money this year can harm a growing company later — while keeping exit in view at the same time. Most owners reduce taxes for years without addressing what a buyer will pay. AssetSculpt does both.
More than 30 years advising business owners. Four firms built, four exits — three successful, and the fourth teaching firsthand how quickly business value can be compromised when underlying risks go unaddressed. Before AssetSculpt, 22 years running GJR Consulting as the financial quarterback for $1M–$10M owners, based in Henderson, Nevada.
Credentials
What do the credentials mean?
Certified Public Accountant
Licensed CPA — California license #85244 (January 2003). Greg also holds a Nevada CPA license.
Master of Science in Taxation
Graduate tax degree from Golden Gate University (2000–2003) — the technical foundation behind the planning work.
Certified Exit Planning Advisor
Credential for exit and transition planning — the discipline of making a business transferable at full value.
Faculty presenter, CalCPA — the California Society of CPAs.
Also a California Real Estate Broker, licensed since 1989.
Who does Greg work with?
Business owners with $1M–$10M in annual revenue and $250K or more in earnings from the business — advised from Henderson, Nevada.