The Partner Suite

Cross-Functional Leadership Built for Enterprise Turnarounds and Strategic Growth.

At Capital Options Inc., we believe that isolated advice breeds corporate vulnerability. True business optimization requires the simultaneous integration of financial transparency, operational engineering, and wealth protection. Our leadership suite brings together credentialed experts from distinct corporate disciplines under a unified banner to deliver predictive, data-driven strategy for asset-heavy enterprises throughout the Florida Suncoast.

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Jared C. Fagan

Principal & Founding Partner

Focus: Corporate Financial Strategy, Forensic Auditing, and Deal Execution

Jared Fagan is the founder and driving force behind Capital Options Inc. Drawing upon more than 22 years of private corporate management, multi-industry business ownership, and mid-market consulting experience, Jared specializes in stabilizing distressed corporate financials, implementing precise internal accounting frameworks, and orchestrating complex corporate restructuring.

As a seasoned entrepreneur who has founded, scaled, and successfully managed multiple corporate enterprises across the construction, real estate development, technology, and marketing sectors, Jared possesses a rare, first-hand understanding of the operational risks and capital constraints facing mid-sized business owners today. He does not analyze data from a purely theoretical perspective; he leverages pristine, real-time bookkeeping metrics to build predictive financial armor for capital-intensive operations.

Core Areas of Expertise

  • Forensic Ledger Restoration: Specializing in deep-dive auditing to untangle compromised, neglected, or inaccurate multi-entity corporate accounting systems, restoring absolute balance sheet transparency and tax-readiness.
  • Working Capital & Cost Optimization Systems: Designing and enforcing strict internal cost-containment models, identifying margin erosion, and accelerating the cash conversion cycle to release trapped working capital.
  • Digital Infrastructure & Market Positioning: Leveraging nearly two decades of web deployment and enterprise marketing architecture experience to help scaling companies optimize their digital back-office systems and client acquisition workflows.
  • Corporate Deal Execution & Turnaround Strategy: Advising lower-to-middle market organizations on financial strategy, debt-structuring logistics, capital allocation (CapEx) optimization, and navigating critical operational turnarounds.
  • Alternative Dispute Resolution (ADR): Deploying advanced corporate mediation and arbitration strategies to resolve high-stakes partner disputes, contract conflicts, and vendor friction without disrupting operations.

Background & Credentials

  • Founder & President, Jacob Cane & Co.: Directed a premier web deployment, digital infrastructure, and strategic marketing firm for nearly 20 years, engineering comprehensive brand positioning and customer acquisition systems for diverse business models.
  • Founder & President, New Venue Corporation: Developed and managed an extensive private portfolio of investment properties while delivering high-level asset brokerage services to regional real estate investors.
  • Co-Founder & President, Luik Construction, Inc.: Directed facility management, risk-prevention operations, and multi-family complex commercial development and remodeling.
  • Certified QuickBooks ProAdvisor (CPQ): Deep architectural mastery of Intuit QuickBooks ecosystems, specialized workflow optimization, and complex database migrations.
  • Academic Foundations: School of Technology, Technical Graphics Communications, Purdue University.
  • Civic Leadership: Treasurer of the Council, Knights of Columbus, Our Lady of Victory Council #3358 (Sarasota, FL).
Small Business QuickBooks Bookkeeping
Unified Corporate Intelligence Built for Capital-Intensive Industries

Our advisory model eliminates the traditional friction business owners face when coordinating multiple isolated professionals. We bring together complementary expertise as a coordinated framework to execute your financial, operational, and protection objectives simultaneously.

  • Operational & Value-Stream Engineering (Credential Track: BSME / MBA)
    Deploys directly to client sites, hangars, production plants, and distribution centers. This expertise focuses on value-stream mapping, eliminating physical bottlenecks, optimizing labor and dispatch models, and implementing lean operating procedures.
  • Corporate Risk Strategy & Personal Protection (Credential Track: CFP® / ChFC®)
    Conducts comprehensive corporate continuity reviews, designs buy-sell agreements, structures executive retention frameworks, and helps insulate business owners from corporate liabilities while aligning turnaround plans with long-term succession goals.
  • Logistics & Multi-Entity Ledger Architecture (Credential Track: Certified QuickBooks ProAdvisor)
    Leads tactical day-to-day ledger management, multi-entity account synchronization, and software-level inventory tracking for complex transport, maritime support, and aviation commerce operations.
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