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Charles R Garcia

More about the author: Charles R Garcia

Charles Garcia, Vice President of Advisory Services and Financial Advisor at PAX Financial Group, has over 25 years of experience guiding clients through personalized financial planning and wealth management. With a background spanning Fortune 500 companies, Wall Street brokerage firms, and his own advisory practice, he has a deep passion for assisting our business owner clients.
Business Pivot Planning: Protecting Your Legacy
Financial Planning
by Charles R Garcia 11 Dec 2025

Business Pivot Planning: Protecting Your Legacy

There are two common questions that most business owners ponder at some point in time:  When should I sell my business? Am I really ready...
The 7 Landmines That Sink Business Sales
Financial Planning
by Charles R Garcia 4 Dec 2025

The 7 Landmines That Sink Business Sales

Selling a business should be the reward for years of risk-taking, sacrifice, and leadership. But for many business owners, the sale often doesn’t go as...
The Art of Succession Planning: A Guide to Preparing Your Business for the Future
Financial Planning
by Charles R Garcia 21 Mar 2025

The Art of Succession Planning: A Guide to Preparing Your Business for the Future

As a high-net-worth business owner, you have dedicated decades to building a successful enterprise. Your business is more than just a source of income, it...

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