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Meet Jacob Slivka: The Founder of BEARD Planning

Updated: Mar 5, 2025



Starting and growing a business takes more than just a great idea—it requires strategy, financial insight, and the right connections. That’s where BEARD Planning comes in.


I’m Jacob Slivka, founder of BEARD Planning, and I’ve spent the last decade helping small business owners navigate the challenges of entrepreneurship. Since 2016, I’ve worked for a regional bank, where I’ve assisted hundreds of small businesses with:

Startup planning – Helping entrepreneurs turn ideas into actionable business plans

Access to capital – Connecting businesses with funding solutions to fuel growth

Cash flow management – Implementing strategies to keep businesses financially healthy

Digital tool integration – Streamlining operations with the latest financial technology

Business protection – Ensuring businesses are safeguarded for long-term success

Creative problem-solving – Finding innovative solutions to overcome challenges


I founded BEARD Planning to take my expertise beyond banking and offer hands-on, personalized guidance to entrepreneurs looking to start, scale, or optimize their businesses. Whether you're launching your first venture or refining your current operations, my goal is to equip you with the tools, strategies, and network needed for long-term success.


Let’s build something great together. Visit www.beardplanning.com to learn how BEARD Planning can help take your business to the next level.


We do not provide financial or tax advice services.

 
 
 

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