hris Jackson is the CEO and Founder of Lionshare Capital & Lionshare Partners. Chris help managed over 300 million dollars of individual and institutional assets and held senior roles at multiple globally recognized investment firms. He draws on a decade of multidisciplinary experience to help high net worth individuals and small business owners solves their financial challenges. Chris brings over a decade of experience and knowledge to valuation, exit planning, and business and financial consulting engagements.
An entrepreneur, speaker and media personality, Chris has been featured in several news outlets such as CNN, Huffington Post, Wall Street Journal, and The Washington Post. He served as a market analyst for the iHeart Radio podcast, “City Watch on the Air.” With extensive expertise in business valuations and exit planning, his strengths include business planning, value enhancements, operational improvements, organizational restructuring, financial modeling, management reporting, benchmarking and turnarounds.
Chris is the founder of Lionshare Partners, financial planning firm and Lionshare Capital, a business consultant practice. Chris has an extensive educational background including a bachelor’s degree from UCLA, studied Investment Theory and Accounting at Harvard, and an MBA from Cal Lutheran University.
He is a Certified Financial Planner (CFP), a member of the National Association of Certified Valuators and Analysts (NACVA), Certified Exit Planner (CExP) from the Business Enterprise Institute (BEI), Certified Divorce Financial Analyst (CDFA) from The Institute for Divorce Financial Analysts and an IRS Enrolled Agent (EA).
Chris was a former Board Member of the non-profit organization, Strive LA, a mini-campus for Los Angeles inner city youth and currently a Hearing Panel Volunteer with CFP Board’s Disciplinary and Ethics Commission in Washington D.C.
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FREQUENTLY ASKED QUESTIONS
- What is a Personal CFO?
A person CFO is someone who can handle whatever it is you need taken care of, from home to business to personal matters.
- Should I have a Family Office?
Perhaps. Effective multi-generational legacies is as much about the family as it is about the organization of the assets.
- Should I consider Retiring Overseas?
In many cases, living abroad is cheaper than living in the US. Get a comprehensive game plan prior to flying to your dream retirement overseas.
- I’m an Attorney. Why should I Co-Brand with you?
CPAs, Attorneys, Insurance Brokers and Realtors should leverage my knowledge to improve their margins and provide their clients a frictionless virtual experience in areas of expertise that pair well with yours.
- I’m a Business Owner. How can you Help me?
First, I can use an informal valuation to increase enterprise value by focusing on leadership, planning, sales, marketing, people, operations, finance, and legal. Second, I can make actional financial intelligence to help CEOs and business owners really understand who their most profitable clients are, what makes them profitable, and figure out if they are pricing their jobs right.
- Is this the year I should have an Employee Wellness Program?
Yes, The Harvard Business Review reported that wellness program returned $3 in both health care savings and reduced absenteeism for every $1 invested.
- What’s the best way to Maximize my Charitable Giving?
With a thoughtful Planned Giving program. This will create win-win solutions for you and your charitable organizations.
- How to my make sure my Estate Plan is protected after I die?
Use a Trust Protector. He/She will ensure that your wishes are fulfilled and that the trust continues to serve the purpose for which it was intended.
My Passion – To provide financial education and empowerment
HeroEs and Zeros
What People Say
“I’ve loved having Chris involved in my events. He shows up prepared, he’s super positive, owns the stage, and spends extra time engaging with my attendees. If you’re looking for a speaker for your next event, be sure to work with Chris!”
“The Golden Soiree was honored to feature Chris Jackson on our red carpet during the Golden Globes after party! Chris provided the perfect balance of value through entertainment and education. We have a wonderful community that fosters creativity and action. Chris fit right in with our culture. We look forward to the possibility of having him involved in the future!”
“Attorneys can make a great salary but often have no idea what to do to maximize their wealth and set themselves up for a comfortable future. For many years I was one of those clueless attorneys when it comes to financial planning, but Chris Jackson’s advice has lifted me out of my financial foolishness and set me up! Truly a godsend!
“As busy professionals we are constantly inundated with salesmen, agents and brokers looking to pitch us a financial product. We are looking for pragmatic and value‐driven advice amid this chaos. This book gives specific solutions to my financial concerns that is interesting, easy to read and a huge time‐saver. As always, you have gone above and beyond Chris!”