Josh Sherrard, a born entrepreneur, embarked on his first business venture at the young age of twelve. As the President and CEO of Strategic Navigators, he has nurtured a passion for entrepreneurship throughout his career. Over the years, Josh has dabbled in start-ups, corporate America, and international business development, gaining invaluable experience in these realms.
With over a decade of involvement in the Non-Profit Sector, Josh has successfully managed multi-million-dollar companies, showcasing his prowess in organizational leadership. Additionally, he has dedicated numerous years to financial advising and business efficiency, establishing himself as an expert in these fields.
Josh’s comprehensive background in Business, Finance, Executive Management, Real Estate, Operations, and Sales lends a unique depth to his role as a Business Family Coach. Combining his diverse expertise, he brings a wealth of knowledge and experience to guide and support families in their entrepreneurial endeavors.
Journey of Empowerment and Significance
Josh, a Hawaii native, pursued his education at The University of Hawaii, Simpson Bible College, and The Moody Bible Institute. As an ordained minister, he found fulfillment in working on missions, playing the guitar, traveling, and spending cherished moments with his wife, Amy, and their three children: Joshua II, Julianne, and Gabriel.
Josh’s entrepreneurial spirit ignited at the age of 12 when he started his first business, and later, as a teenager, he interned at a prominent financial company in Honolulu. Following over a decade of experience in Christian Ministry, he served as a minister in non-profit organizations, gaining exposure to operations, stewardship, and communications.
Around 2012, Josh embarked on a transition from a full-time pastor to a businessman. During this period, he identified a crucial pain-point for entrepreneurs—taxes. Driven by the desire to guide his clients towards a path of significance, he assembled a team of tax and law experts. Together, they developed a program that could provide small business owners with time-tested strategies employed by the uber-wealthy, ultimately assisting entrepreneurs in maximizing their revenue.
Drawing upon his diverse experiences and expertise, Josh strives to empower his clients by offering valuable strategies that pave the way for their success and significance in the business world.
Navigating the Financial Landscape
In recent years, Strategic Navigators has undergone significant growth, broadening its range of services to encompass nationwide accounting services, top-tier legal strategies, in-house estate planning, and in-house financial coaching. Josh Sherrard, utilizing a multi-layered approach, offers comprehensive solutions tailored to meet the needs of prosperous business owners and affluent business families.
Through their expertise, Strategic Navigators enables clients to achieve substantial savings on their income taxes, with the average client benefiting from a remarkable 40-60% reduction. These tax savings play a pivotal role in safeguarding businesses, facilitating comfortable retirement, maintaining a spirit of generosity, and establishing tax-free wealth for future generations.
With their expanded offerings and a commitment to delivering exceptional results, Strategic Navigators, under Josh’s leadership, empowers clients to navigate the complexities of their financial landscape, securing their business legacies and paving the way for long-term prosperity.
Elevating Success
Josh recognizes the overcrowded finance industry filled with amateurs offering empty promises. He believes in providing specialized financial services with professionalism and efficiency. With his extensive background in global operations, business management, sales, and finance, Josh established Strategic Navigators to deliver a first-class experience. His goal is to elevate the success of business owners, maximize their wealth, and ensure client satisfaction.
Fostering Trust, Empowering Growth
Josh, as a business owner, places great importance on empathy and building everlasting camaraderie with his clients. He values understanding their families, passions, cultures, and businesses, as it forms the foundation of strong relationships and client satisfaction. Beyond maintaining these relationships, Josh ensures that Strategic Navigators delivers on its promises. He firmly believes in the mantra of “Do what you say, and say what you do,” fostering a foundation of trust with clients.
Josh’s approach involves growing alongside his clients. Through a thorough process of understanding their businesses, Strategic Navigators tailors entity structures and tax strategies to maximize efficiency, leading to growth. As clients progress, additional strategies are implemented as needed.
As the face of the organization, Josh takes charge of sales, promotion, and vision. Over time, his role within the company has transformed, evolving from wearing multiple hats to leading a skilled team that ensures a flawless and collaborative process at Strategic Navigators. Integrity serves as his guiding principle for success, prioritizing the client’s needs, adhering to rules with utmost integrity, and maintaining open and honest communication.
Driven by philanthropic passions, a desire to leave a lasting legacy, and a commitment to empowering business owners, Josh strives to make a greater impact continually. He embraces a philosophy of partnership and inclusivity within his organization, believing that when the tide rises, all boats rise. Ensuring that every individual in his team feels valued and celebrates moments of success is of utmost importance to him.
Insights on the American Dream and Finding True Value
According to Josh, it is crucial for individuals in business to identify their “why” – their underlying purpose and motivation. He believes that the beauty of the American Dream lies in its boundless potential for growth and success. By eliminating greed and embracing the concept of being blessed to be a blessing, businesses can have a profound impact on their communities.
Furthermore, Josh emphasizes the importance of finding joy and passion in one’s work. Many people find themselves trapped in jobs where they grind away solely for a paycheck. Josh encourages individuals to pursue work they love and surround themselves with like-minded individuals who share the same passion. Taking the time to understand oneself, recognize personal gifts, and appreciate one’s true value is paramount.
In Josh’s perspective, money is merely a tool. He observes that there are two extremes regarding money: when people lack it, it becomes their sole focus, and when people have an excess of it, it becomes an obsession. Instead, he advocates for valuing experiences, relationships, and opportunities above money. By shifting the focus towards these aspects, Josh believes that the world would become a richer place in every sense.
Charting a Course for Growth and Impact
In the upcoming five years, Josh aims to maintain efficiency and further enhance the impact of his company. While he has successfully developed other branches and sister companies in recent years, his primary focus is to significantly expand the client base of Strategic Navigators. Maximizing relationships and partnerships, as well as maintaining a steadfast focus, are key aspects in ensuring the continued growth and success of the company.
Additionally, Josh envisions dedicating more resources to his non-profit organization, The Sherrard Institute, in the years ahead. Through this endeavor, he seeks to make a global impact in areas such as education, humanitarianism, and Christian ministry. By extending his efforts beyond the business realm, Josh aspires to contribute to positive change on a broader scale and leave a lasting legacy.
Empowering Emerging Leaders
Josh’s advice for young emerging leaders is to always listen and lead with their hearts. He emphasizes the importance of maintaining a balanced budget for their businesses and avoiding overspending. Finding the delicate balance between integrity and humility in the finance world is crucial as growth is experienced.
When it comes to building their ventures, Josh advises young leaders to be selective in their partnerships and hire individuals they can trust. He acknowledges that every entrepreneurial journey will inevitably encounter challenges and difficult times. However, he encourages turning those experiences into valuable lessons and using them as motivation to strive for even greater success.
Written by Steve Sanchez.
