Jonathan Chan, CPA, CISA

I'm Jonathan, owner at Aces Management Inc. I help W2 earners exit smart using old 401(k)s and IRAs to fund business ownership and passive income through tools like ROBS, SDIRAs, and Solo 401(k)s. I focus heavily on deal viability and capital structuring, acting as a filter between borrowers and lenders to determine if deals work and match with the right lender type.

I offer prescreening services to validate deals, identify risks, and assess financing viability, which helps borrowers avoid wasting time with unfinanceable deals. My background in accounting and underwriting lets me catch problems others might miss, making me a capital gatekeeper, not just a connector. I run a private group called The Self-Directed Network for people aiming to build freedom through strategy, not chaos.