Brad Kingsley, CEPA®, CFP® | Certified Value Builder

Helping owners grow income, maximize value, and build (or re-build) a business that can run without you - even if you never plan to leave.
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The Kingsley FamilyThat’s me and my wonderful family – my wife of over 25 years, Karla, and my daughter, Megan, who attended and swam for the University of Georgia.

Business Experience

I founded a technology company – OrcsWeb – in June of 1996. Over the following 18 years, I grew it into a nice-sized multi-million dollar venture, employing dozens of employees across six states.

After rejecting numerous acquisition offers over the years, I finally found a great match and sold the business in 2014. That sale included all three brands I was running at that time – OrcsWeb, Cytanium, and CloudServers.com.

Not-for-profit Involvement

I’ve also previously been involved in starting up a non-profit swim team, a non-profit private school, and a financial coaching business. As a mentor for the College of Charleston’s ICAT Entrepreneurship Program, I engaged with various teams on a regular basis both during and post-program to help them work through startup challenges to build a viable venture. I’m also plugged-in to the local angel investing and startup scene with a handful of active startup investments.

“Brad is phenomenal at providing real-life business advice, especially by identifying any potential issues with your current plan, then providing specific guidance on avoiding or addressing the concerns.” – Kristina Friend, ICAT member

Tech Background

Technology is a side interest of mine too. Well, “side interest” as much as I do anything on a small scale. I wrote code for years, was a Microsoft MVP for ASP.NET & IIS, was on the Advanced Technology and Integration at NASDAQ for a while, and was the Director of IT at LendingTree to take them through their IPO.

I believe in constant learning and pushing myself, so I also achieved Microsoft’s MCSE and Redhat’s RHCSA certifications a number of years back.

Outside of work activities

I like running, swimming, hiking, fishing, and travel. I’m an active member of Seacoast and serve on a number of their ministries including Financial Peace, Workplace Impact, and leading multiple global missions teams.

What drives me today is my passion to help others.

I love working with entrepreneurs regardless of whether they’re just getting started, are in startup-mode, or have been running a small business for years and want to grow and improve upon it.

Starting and running a business is a very risky venture but there are ways you can lower the risk without lowering the reward potential – and an experienced entrepreneur sharing experience and perspective can help. To facilitate that, I can help you maximize the value you’re building inside of what is likely your largest investment – your business.

I also understand – and unfortunately, many people don’t get this – that entrepreneurship overlaps personal life in tons of ways. Success in business impacts personal finances; personal finances can impact the business.

My goal is to help people.

I had a nice exit and consider myself semi-retired. My family and I live fiscally smart so my goal isn’t to gouge anyone. In fact, I don’t charge anywhere near what others have told me I should. And I want to make sure that any engagement is going to be a win-win… so let’s talk first (free) to make sure we get along and are a good fit.

 

 

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Proverbs 19:20

"Get all the advice and instruction you can, so you will be wise the rest of your life."

About Brad…

Professional:
Certified Business Value Builder
Certified Financial Planner

Previously founder & CEO of OrcsWeb, CloudServers.com, and Cytanium (all sold).

Personal: Christian, husband, father, philanthropist, entrepreneur, and mentor.

Recent Posts

  • The Key to Scaling Up a Service Business
  • The Value of Financial Advice (Updated Research)
  • How to Defer Taxes on up to $55k when Self-Employed
  • How 8 Key Investing Indexes Performed In The Past 10 Years
  • How We Made Our Second Million

Disclaimer

The information contained on this web site is the opinion of the individual authors based on their personal observation, research, and years of experience.

Because each individual’s situation is different, the reader should consider working with a fee-only CERTIFIED FINANCIAL PLANNER™ professional for their specific financial needs.

Investment Advisory

Investment advisory services are offered through Cast Financial LLC (“Cast Financial”), a registered investment advisor located in Nebraska.

Cast Financial is registered in NE & SC. Cast Financial may only transact business in those states in which it’s registered or qualifies for an exception or exclusion from registration requirements.

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