John Strohman, CExP, CFA

I focus on the financial lives of families and small business owners enabling them to organize their wealth and cash flow. This gives families better control, so they can strive to build more wealth, spend less money, manage taxes, and protect against life’s uncertain journey.

Entrepreneurs and small business owners spend a lifetime building their business. However, most don’t know where to begin when contemplating a succession strategy. I help them protect, grow, and ultimately exit their business - when they want, for the money they need, and to the people they know and trust. This can allow their business and legacy to live on.

Let’s connect! I’m ready for a conversation if you are.

Email: John.Strohman@natfin.net

Phone: 610-755-2933

/COMPLIANCE:2023-5277/

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Sherry L. Jordan, CPA, CVA, CFA

I am an articulate and passionate advocate for my clients, colleagues, and friends. My leadership roles, both in the community and in my employment, have prepared me to work collaboratively and creatively with clients, as well as community and business leaders. I especially enjoy projects where I can use the combined power of my financial, organizational, and communication skills to have an impact on the well-being of others - whether that's supporting the success or improvement of vital community organizations, supporting entrepreneurs through the start-up/growth phase of their businesses, or helping clients find a more peaceful resolution through a collaborative or mediated divorce.

I seek to build relationships in every aspect of my practice - with clients, junior staff, and professional colleagues. I can help you take your business to the next level, strategize the cost/benefit of financial choices, quantify funding needs, or guide you from a space of neutrality through the financial aspects of divorce.

I have served as President for the Erie Chapter of the PICPA and as an Athena PowerLink Panel Coordinator. I am an active member of the Collaborative Professionals of Central PA and also a member of the AICPA, NACVA, and the College English Association.

Currently based in Central PA, I have nearly 25 years of experience in accounting and income tax, with niche development in business valuation, litigation and alternative dispute resolution - where I work to bring privacy and respect to the financial aspects of divorce. My consulting experience involves buy/sell transactions including medical practice valuations, minority shareholder disputes, divorce proceedings, and gift and estate planning.

Partner with me for long-term success.

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