Jason Bax

Jason Bax

I was an investment banker for tech startups, but I'm OK now. Today, I help business owners, accountants, bankers & lawyers work with Canada’s top Chief Financial Officers. Father, golfer, hockey player, gardener.

Canada
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About

Need someone (intelligent & experienced) to talk to?

I’ve had a rare career adventure that’s taken me through several industries from tech start-ups, finance, and Hollywood. I’ve sold everything from coffee beans to casinos; software programs to pills. I’ve sold my services and entire companies. I’ve worked online, in technology and film & TV in Hollywood.

Below are a few brief highlights from my career adventure:

* Launched several online businesses, lost one, acquired one and sold two; including one Software-as-a-Service (Saas).

* Invited to speak on 3 continents including graduate students at the University of British Columbia’s Executive MBA program and University of Sydney, Australia.

* Produced 3 seasons of a top 20 ranked business podcast, Self Made, interviewing 200+ entrepreneurs who turned their ideas into dollars, including the founders of the outrageously successful Ring (formerly Doorbot) and disruptive mattress-direct Casper, before they grew into billion dollar brands.

* Made 5 young technology entrepreneurs and their angel investors $375-million wealthier during my work in mergers and acquisitions. As the vice president of a boutique investment bank, specializing in selling early-stage, rapidly growing technology startups to big business and private equity funds. (And my heart aches with remorse for the dozens of founders I met with and was unable to persuade to realize that the best time to sell a startup is when everything is looking up, not after the bubble bursts.)

* Appeared in nearly 100+ commercial, film and TV productions, including: Supernatural, Fringe, and Netflix series, Haunting of Bly Manor. I met Robin Williams, worked with Haley Berry and some of my heroes, including Academy Award ® nominated director, David Fincher.

I’m currently working on…

Growing an organic garden, raising a family (and bunny rabbits) on a 1-acre plot that my grandparents homesteaded 50 years ago - when my grandfather resigned his executive job and quit the rat race to build their own home, grow their own food, and make their own wine.

I'm writing Choose Yourself: Discover Who You Are & Do It On Purpose - a short guide for talented, ambitious people who know they could do anything, if only they knew what it was.

Let’s talk about you for an hour or two and discover what you’re here to do.

Because the broken world waits in darkness for the light that is you.

Activity

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Experience

  • The CFO Centre Canada Graphic

    Digital Marketing Manager

    The CFO Centre Canada

    - Present 2 years 7 months

    Canada

    750 CFO's : 17 countries : 8 billion funding raised : 10,000 businesses scaled : 1,000 companies sold

    The CFO Centre is the largest & longest established provider of part-time Chief Financial Officers to small and mid-market businesses who need a senior executive with 10+ years of experience solving complex financial issues - at a fraction of the cost of a hiring full-time CFO. We are committed to helping companies work through complex financial issues, in order to maximize profit, cash…

    750 CFO's : 17 countries : 8 billion funding raised : 10,000 businesses scaled : 1,000 companies sold

    The CFO Centre is the largest & longest established provider of part-time Chief Financial Officers to small and mid-market businesses who need a senior executive with 10+ years of experience solving complex financial issues - at a fraction of the cost of a hiring full-time CFO. We are committed to helping companies work through complex financial issues, in order to maximize profit, cash flow and provide financial leadership.

    Our team of over 600 CFOs across 17 countries are financial leaders focusing on helping business owners solve complex financial challenges. Our services include:
    * cash flow management
    * business and strategic plan development
    * financial reporting
    * internal control
    * risk assessment & mitigation
    * training and development
    * negotiations
    * financings

    My focus is on heading up the digital marketing initiative for Canada with a goal of reaching 1,500,000 business owners and their partners: accountants, bankers & lawyers.

  • Advisor: Paying it Forward

    Freelance

    - 2 years 5 months

    A career spanning high-tech, venture-finance and Hollywood, guided by 3 accomplished business mentors. It wasn't easy. It's my karma to pay it forward.

    As the confidant and trusted advisor to people at the top of their game and some who are changing their game, my clients have an exceptional track record of success, including:

    * $125-million successfully executed exit strategy of a 3-year-old tech start-up to a private equity fund. (See role as VP Strategic Exits, below)…

    A career spanning high-tech, venture-finance and Hollywood, guided by 3 accomplished business mentors. It wasn't easy. It's my karma to pay it forward.

    As the confidant and trusted advisor to people at the top of their game and some who are changing their game, my clients have an exceptional track record of success, including:

    * $125-million successfully executed exit strategy of a 3-year-old tech start-up to a private equity fund. (See role as VP Strategic Exits, below)

    * Njeri Watkins, who went from college instructor to passionate advocate for black entrepreneurship, leadership and cultural innovation, who “can’t wait to get up in the morning," awarded “Top 100 Black Female Leader.” And recently accepted a high profile position in venture capital.

    * Giani F., who went from working as creative director for royalty and federal government, to becoming absolutely clear that his boundless energy and talents would be better invested in building his own business. Today, during the lockdown, Giani works from his backyard patio, growing his e-commerce brand, a garden, and 3 children. (All growing well during the pandemic.)

    * Dylan N, who let go of commercial realty to doubled down on the success he was having as manager of a disruptive real-estate startup. Re-channeling his talents and energies and focusing on his strengths, today, as most realtors struggle to survive, Dylan is riding a rocket.

    * Sophia went from European fashion model studying business to social media manager at a top agency.

    I've also recently advised clients in:
    - Vehicle Import Saas software.
    - Cabinet Manufacturing
    - Event production and sponsorship sales.

    If my clients' success is any indication of future results, then I can (probably) help you have an extraordinary and exciting, creative business career, as well.

    To learn more, follow the link below. Message me if you have any questions.

  • Strategic Exits Corp Graphic

    Vice President, Mergers & Acquisitions (Pre-VC Technology Startups)

    Strategic Exits Corp

    - 5 years

    Canada

    $125-million exit for a 2.5-year-old technology startup.

    Strategic Exits Corp is highly specialized boutique investment bank that exclusively advises pre-venture capital, high-growth tech startup founders and angel investors on exit strategy.

    * Advised and executed nearly $500-million in early-stage startup mergers & acquisitions.
    * Awarded "2018 Deal of the Year" The National Angel Capital Organization

    Among the merger & acquisitions I was involved, I was part of the…

    $125-million exit for a 2.5-year-old technology startup.

    Strategic Exits Corp is highly specialized boutique investment bank that exclusively advises pre-venture capital, high-growth tech startup founders and angel investors on exit strategy.

    * Advised and executed nearly $500-million in early-stage startup mergers & acquisitions.
    * Awarded "2018 Deal of the Year" The National Angel Capital Organization

    Among the merger & acquisitions I was involved, I was part of the deal team who executed the exit strategy for a 2.5-year-old, early-stage technology startup in ecommerce big data that resulted in a $125,000,000 valuation. A very positive outcome for all stakeholders.

  • InternetMarketing.com Graphic

    Chief Bottle Washer

    InternetMarketing.com

    - 2 years 10 months

    Vancouver, Canada Area

    Accepted the challenge to turnaround a fledgling technology co. Sold in 2016.

    The Internet Marketing Center IMC was a pioneer in digital marketing and automation software self-financed company with 100+ employee and revenues topping $28-million. Afteår the founder, my mentor, Corey Rudl died in an accident, this once vibrant company collapsed.

    Approached by a key investor I accepted the challenge to turn it around.

  • Marketing, Public Relations Specialist & Actor

    TV

    - 10 years

    Appeared in nearly 100+ commercial, film and TV productions, including: Supernatural, Fringe, and Netflix series Haunting of Bly Manor. Met the late Robin Williams, worked with some of my heroes, including Academy Award ® nominated director, David Fincher.

    I've worked with the following brands: Dell, Hewlett-Packard, Nissan, Bayer, Fisher Price, Hasbro, Mattel, Time Warner, Tabasco, Pfizer, etc..

  • AlgaeCal Inc. Graphic

    Head of Digital Marketing & Strategy

    AlgaeCal Inc.

    - 1 year

    Vancouver, British Columbia, Canada

    Doubled visitor value, lifted email sales 180% and drove online revenues 42% in 11-months (while defending cyber attacks)

    An email from the CEO:

    "Wow! 40% growth during this year of challenges is tremendous! You are a warrior. Not only were we under attack in the last 6-months, but the first 3 months was you jumping into a mess and trying to get passwords, get tracking setup and make sense of it.”

    When I stepped in to lead marketing AlgaeCal had lost a key team member…

    Doubled visitor value, lifted email sales 180% and drove online revenues 42% in 11-months (while defending cyber attacks)

    An email from the CEO:

    "Wow! 40% growth during this year of challenges is tremendous! You are a warrior. Not only were we under attack in the last 6-months, but the first 3 months was you jumping into a mess and trying to get passwords, get tracking setup and make sense of it.”

    When I stepped in to lead marketing AlgaeCal had lost a key team member, revenues were falling sharply, and cyber attacks caused persistent sales interruptions.

    Over 11-months I lead a team in executing a data driven, direct-to-customer strategy while simultaneously defending a cyberattack and migrating the website to a more secure CMS. A shortlist of the strategy outcomes include:

    * 156% increased visitor conversion rates.
    * Lifted email response rate 180%
    * Boosted visitor value 105%
    * Increased online revenues 42% (on 6-figure monthly sales) with no additional SKUs.

    (Specific before and after metrics omitted for confidentiality. Although, I have screenshots, data and emails to support stated performance claims.)

    Reason For Resigning

    Encumbered from scaling growth, I was approached with a unique opportunity to acquire the assets of a fledgling technology company and resigned to pursue the challenge of turning it around, until it was acquired in 2016.

  • Founder

    PitchMasters

    - 2 years

    Vancouver, Canada

    Monthly event for entrepreneurs to practice their pitch and get real-time feedback from industry PitchMasters....Like the Dragon's Den (tm) or Shark Tank(tm) but with booze.

    Host quarterly workshops on how to tell your story & the art of the pitch in the age of social media.

    CLIENT :: UBC Sauder School of Business MBA Program

    CLIENT :: With the pitch we created, BKHJerky.com raised $150,000 on the CBC's Dragon's Den, plus over $12k sales within 24hrs of first airing…

    Monthly event for entrepreneurs to practice their pitch and get real-time feedback from industry PitchMasters....Like the Dragon's Den (tm) or Shark Tank(tm) but with booze.

    Host quarterly workshops on how to tell your story & the art of the pitch in the age of social media.

    CLIENT :: UBC Sauder School of Business MBA Program

    CLIENT :: With the pitch we created, BKHJerky.com raised $150,000 on the CBC's Dragon's Den, plus over $12k sales within 24hrs of first airing.

    Life's a Pitch...Master It!
    www.PitchMasters.org

  • Digital Marketing Strategist

    The Bridal Network

    - 2 years

    www.Bride.ca

    The Bridal Network is like the Yellow Pages for weddings, online, serving more Canadian advertisers on their network than all print competitors combined.

    Advise includes:
    * Landing page design
    * Customer development strategies
    * Product development
    * Guest marketing blogger

  • Advisor

    Pacific ROI

    - 2 years

    * Successfully repositioned from ad services company to product based, generating online leads & selling to vendors
    * Sales pitch consulting that resulted in winning a national account in financial industry.

  • Chief Internet Marketer

    Bax Media Group

    - 3 years

    "Building & Training Pitches That Pop"

    A spokesman who has the ability to present technical & business information in a way that inspires audiences to take action that results in sales. Visit http://www.JasonBax.com

    Skills:
    * Finding untapped markets
    * Designing sales and e-commerce websites that monetize the market
    * Strategies & tactics that attract online visitors, aka web traffic
    * Building prospect & customer lists (100k +)
    * Proven strategies to maximize…

    "Building & Training Pitches That Pop"

    A spokesman who has the ability to present technical & business information in a way that inspires audiences to take action that results in sales. Visit http://www.JasonBax.com

    Skills:
    * Finding untapped markets
    * Designing sales and e-commerce websites that monetize the market
    * Strategies & tactics that attract online visitors, aka web traffic
    * Building prospect & customer lists (100k +)
    * Proven strategies to maximize business event revenue ($3million +)

    HIGHLIGHTS:
    * Network of profitable niche websites & blogs - 1000's of daily visitors
    * 100,000 plus niche subscriber lists.
    * Entertained, educated and inspired audiences in Canada, US, UK, Australia on business, online marketing, eBay
    * Over 1.5 million page views on YouTube
    * 50+ TV appearances

  • The Internet Marketing Center

    The Internet Marketing Center

    3 years

    • The Internet Marketing Center Graphic

      International Keynote Speaker & Sales

      The Internet Marketing Center

      - 3 years

      Internationally

      The late Corey Rudl was considered the Godfather of online marketing and his company The Internet Marketing Center ($28-million in annual revenue) was the 1st company to train people how to market their business on the Internet.

      Promoted from my previous position, I became the company's international speaker and spokesman... entertaining and inspired audiences in US, Canada, UK and Australia to build their brand and sales via online marketing tactics.

      * Generated over $4.5…

      The late Corey Rudl was considered the Godfather of online marketing and his company The Internet Marketing Center ($28-million in annual revenue) was the 1st company to train people how to market their business on the Internet.

      Promoted from my previous position, I became the company's international speaker and spokesman... entertaining and inspired audiences in US, Canada, UK and Australia to build their brand and sales via online marketing tactics.

      * Generated over $4.5 million of coaching, consulting & software sales in less than 12 months
      * Produced revenues of up to $3700 per seat
      * Consulted and advised start-ups on internet marketing tactics
      * Lead team of 4-10 event support and sales staff

    • The Internet Marketing Center Graphic

      Internet Business Start-Up Advisor & Coaching

      The Internet Marketing Center

      - 2 years

      Consulted and coached 50+ internet start-ups:
      * How to identify their target market with existing demand
      * Develop internet marketing strategy
      * Test launch using paid traffic
      * Optimize online sales with: ad testing, split testing landing pages, copywriting, email followup, etc...

  • Search Engine Optimization SEO Specialist

    SEO

    - 4 years

    * Top-5 Google rankings in competitive online markets of online gaming and pharma
    * Optimized visitor conversion rates with design and copywriting

  • Ecommerce Project Manager

    Dreamweavers Media

    - 2 years

    Lead a team of 5 programmers in development of localized online directory that was pioneering the pay-per-click advertising model.

  • Lifeguard

    Lifeguard

    - 5 years

    * Recognized by the BC Ambulance Society
    * Head lifeguard at Royal Roads University - scheduling & training

Education

  • Royal Roads University Graphic

    Royal Roads University

    Bachelor of Commerce Entrepreneurial Business Management. Minor in Asian Pacific Studies

    -

    Activities and Societies: Head Lifeguard at Recreation Centre

  • Information Technology Institute

    Post Graduate Object Oriented Software Programming

    -

  • University of Victoria Graphic

    University of Victoria

    Kinesiology, Science, Business

    -

  • Camosun College

    Science

    -

  • MBA in Information Technology*

    MBA

    - Present

    Activities and Societies: Head Lifeguard - RRU Recreation

    *Dropped out of MBA in IT after completing information technology component because...

    1) Completed MBA curriculum under Dean Richard Mimic from Richard Ivey School of Business, University of Western Ontario during my final year of Bachelor of Commerce.

    2) Jumped into last leg of Dot Com to gain 'real world' industry experience

    3) Who wants to pay +$40,000 for education you've already done just to put 3 more letters after your name?

Licenses & Certifications

  • BASE : Buyer Approved Selling Excellence

    -

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