Rogers, CFA, combines his experience as an entrepreneur with the full resources of his firms, Alpha UMi Financial and Clarity Accountants, LLC, to help business owners take control of their balance sheet—and align their business assets with personal financial goals. Through a hands-on approach to wealth planning, tax strategy, and financial management, I empower entrepreneurs to make smarter, more confident decisions. As a CFA Charterholder with an Executive Master of Science in Financial Statement Analysis and Securities Valuation, he offers the technical expertise and real-world experience to deliver comprehensive financial guidance tailored to business owners. One of his core specialties is business valuation. Whether you're preparing for a buy/sell negotiation, establishing your "walk-away" number, or planning your exit strategy, he provides clear, data-driven valuations to support confident decision-making. He also works closely with clients to increase their company’s enterprise value using market insights, detailed analysis, and proven growth strategies.
