Simple, Practical and Actionable Advice to Grow Your Business
Service, Accountability and Honesty are critical principles we live by, with a goal to add value to clients that have shared values, a passion for growth and who are willing to do the work.
We do not believe in contracts. Our approach is to ask questions, listen carefully and get to work immediately, helping with your priorities. If we add value, then we will find the right plan for you.
If you are a Veteran business owner, I have allocated 200 hours each year to help you grow your business and is my way of thanking you for your service. Please reach out through the contact card.
Given my commitment to lifelong learning and teaching, each year I spend at least 100 hours on continued education and will share what adds value.
Who is ClearView?
Private Company Ownership – There is no substitute for making a payroll, signing a office lease or bank loan, worrying about cash flow coupled with the excitement of growing a business. I will always be grateful to the founding partners at Newbold Advisors for inviting me to be part of the amazing ride to build the fine company that it is today.
Read MoreBoard Service –Company governance is a critical skill set, and I have served on four non-profit boards, and was chairman and president of two. I served on an advisory board of an international public company and on the fiduciary board of a family business. I will always be grateful to the Marsh family for inviting me to be on board for ten years, with the opportunity to head the audit and compensation committees.
Read MoreExecutive Leadership – Navigating the halls of public companies, serving in a variety of executive positions, leading teams and presenting to boards have all contributed to my ability to bring value as an Advisor. A key theme I learned is to ensure your team maintains a line of sight to what pays the bills and not get lost in the meeting cycle. I was fortunate to work with several great leaders and mentors, my last being the best natural leader I worked for. A master of straight talk, we were great partners in getting practical things done every day.
Read MoreWorking with Purpose to make a Difference in People's Lives
With 40 years of business experience, I have led and transformed organizations at the highest levels—while making the journey engaging and fun.
As president of multiple companies, I successfully scaled one from $10M to $100M in just three years, leading a workforce of 1,000 with a sharp focus on strategy, financial acumen, and corporate culture.
My expertise spans strategic planning, tactical execution, and talent management, ensuring that every initiative aligns with sustainable growth. I bring a unique blend of financial literacy, frontline-driven planning, and strategic incentive alignment to ignite engagement and maximize profitability.
I am passionately committed to lifelong learning and giving back by teaching. I believe that success doesn’t have to be boring—my energetic, pragmatic, no-nonsense, yet approachable style helps leaders stay motivated, inspired, and ready to take their organizations to the next level
I am an avid Tar Heel fan, enjoy family time on the water and cooking out, international travel, am a dog lover and enjoy restoring classic cars and trucks.
Certifications
Gravitas Impact Premium Coaches
Certified Coach
STS Capital
Selling to Strategics Exit Guide
The Great Game of Business
Certified Internal Coach
XINNIX
Certified Executive Coach
American Marketing Association
Professional Certified Marketer
Mortgage Bankers Association
- Master Certified Mortgage Banker
- CMB Fellow
- Accredited Mortgage Professional
- Residential Certified Mortgage Servicer
- Certified Residential Underwriter
- Certified Mortgage Compliance Professional
Being a CEO
is a Lonely Role.
- Who tells you the kind truth?
- Do you have a Trusted Advisor that only works for You?
- Who do you bounce your ideas off?
My Guarantee
- If I am not adding value, we will part as friends.
- There will be no “flavor of the month” management fads or inflexible systems.
- I use only proven concepts and tools that create alignment and accountability.
What I offer:
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1-1 CEO/Owner/Senior Leader coaching
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Facilitation of senior leadership meetings
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Facilitation of strategic planning meetings
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Building an accountability framework
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Creating a culture of financial literacy
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Talent Reviews
- Consulting Services
Because no two companies are alike, I only offer solutions that fit your specific needs. My solutions will be with your best interest at heart.
Testimonials
Jason and I were partners together at Newbold Advisors. During his tenure, he served as President, with a primary focus of helping our firm to scale from a small, entrepreneurial firm into a large, entrepreneurial enterprise… one that was “built to last”. He needed all his leadership skills to commit the founders of the firm to change the way we thought about business, the way we behaved, and where we invested ourselves. It was a difficult and thankless job, but he did it with alacrity. Newbold is a vastly different, and more enduring, company today because of Jason’s endeavors here. Jason is truly a change agent.
Dan Reiman, CO Founder and Partner, Newbold Advisors
Jason has an ability to cut through everyday noise and help those around him lock in on the questions that matter. What are our opportunities to create real value? How can we really understand how we’re performing? His leadership in getting at the heart of what matters is unmatched. He understands and champions strategic thinking in a way that’s rare to find. His curiosity and desire to continually learn are inspiring for someone with his depth of experience. He embraces disciplined management, data-driven approaches, and isn’t afraid of hard decisions. And his humor is icing on the cake. I’ve been very fortunate to work as part of Jason’s team and to learn from him.
Read MoreRich Warner, former SVP Marketing, Veterans First Mortgage
Jason served the Marsh Furniture Board with excellence for ten years as one of the first independent directors in the company’s 110 year plus history. He brought expertise in financial and risk management through an impressive depth of experience in the housing industry. Jason served for three years as the Chair of the Audit Committee and was instrumental in establishing a dividend policy based on Return On Invested Capital (ROIC). He also served as the Chair of the Compensation Committee and led the implementation of an incentive plan for management that was aligned with ROIC. Jason is an experienced and capable advisor and is a pleasure to work with.
Read MoreDavid Littlefield, Chief Executive Officer, Marsh Furniture
Jason possesses the skills and attributes of a leader that others want to emulate. He executes his professional and personal goals with the same vigor by leveraging his experience, his depth of knowledge and the strength of his team and his peers. He has a passion for learning and for mentoring others so they can hone their skills and have a stronger grasp of what they truly need to succeed. Jason is compassionate, kind, patient, a good listener and one of the best people I’ve had the pleasure of working with in this industry.
Read MoreLinda Naylor, Former Vice President, USAA
Jason is one of the most knowledgeable individuals in the mortgage industry and an incredible leader. I am fortunate to have had an opportunity to learn from him and be mentored by him in my career. His approach to challenges is always positive and brings a solution-minded approach. Bringing leadership, experience, and professionalism to all interactions makes everyone around him more motivated and invested in the success of the company.
Read MoreTim Tuz, SVP Capital Markets at Wintrust Mortgage
I have had the privilege and pleasure of working for Jason twice in my career. Jason is an accomplished executive who possesses the requisite emotional and social intelligence to develop and execute strategic directives within organizations of all types and sizes. As a valued mentor, Jason has provided me with appreciated counsel and feedback throughout my career. Jason excels in financial analysis and forecasting, organizational management, and all facets of mortgage banking. Of his myriad skills and competencies, however, I appreciate Jason’s integrity and commitment to doing what is right – both personally and professionally. I recommend Jason for any organization seeking a trusted leader and change manager.
Read MoreAmy Summers Creason, Co-Founder of Capital W Collective and Capital Markets Professional
As a senior business leader, Jason truly values the role HR plays in developing, implementing and measuring business goals and initiatives. He is focused on talent development at all levels in the organization and ‘getting the right people on the bus’. He is keenly interested in helping his team achieve professional and personal goals and takes a sincere interest in getting to know the people he works with. Jason is an advocate of both change and business improvement and will not forsake one for the other. Communication is a high priority item for Jason on both the giving and receiving ends of the spectrum. He can make tough decisions (and has), while ensuring his team understands the reason behind the changes and treating all parties with respect and dignity. As a colleague and friend, Jason has been great to work with…. he has a ‘can-do’ attitude and enjoys challenges. He is also quick to offer a smile, a helping hand, and an ear when you just need to talk an issue through. He is trustworthy, has strong values, and operates with integrity both in and outside of the office.
Read MoreKatie O’Connell Jones, former CHRO, SunTrust Mortgage and United Guaranty
Every once in a while, you get the opportunity to work with someone who is a great inspirational leader. I had that opportunity while working under Jason’s direction when he was a Partner at Newbold Advisors. Jason is intuitive, insightful, with a keen ability to see and work towards the big picture and organizational goals. Jason has a great mind for business, understands the industry, and has the vision to take teams and companies to the next level Jason’s care is what makes him not just a great leader, but a great person with integrity, high moral values, and standards. He cares for the company, he cares about the clients, and most importantly, he cares about the people. I sincerely appreciate Jason’s direction, guidance, humor, and friendship!
Read MoreMonica Lee, Managing Director, Newbold Advisors
Contact ClearView
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Resources
Recommended Reading and Websites
Books
| Book Title | Author | Description | Image |
|---|---|---|---|
| Understanding Michael Porter | Joan Magretta | Michael Porter is known for his strategic framework, the Five Forces. The author worked closely with Porter and boils down his framework into a very digestible and practical book. |  |
| Getting Naked | Patrick Lencioni | Known for his short and impactful business fables, Lencioni shows the power of vulnerability. |  |
| Good to Great | Jim Collins | A study of 11 companies that met rigid criteria, that during a 15-year period outperformed the markets and the competitors in their industries. Based on detailed research, timeless findings on what makes great companies. |  |
| The Great Game of Business | Jack Stack | Built out of a practical need to make a debt payment on an LBO, Jack Stack pioneered open book management, financial literacy, and alignment of company and employee financial incentives. |  |
| Execution | Larry Bossidy and Ram Charan | Bossidy and Charan team up to bring the practical and academic together to provide a framework for getting things done. |  |
| No Man’s Land | Dog Tatum | All entrepreneurs pass through “No Man’s Land”, and Tatum shows you this is a well-worn path, you are not alone, and how to avoid the pitfalls. |  |
Websites
| Website | Description | Link |
|---|---|---|
| Jason Bohrer on LinkedIn | Professional profile of Jason Bohrer | Visit |
| XINNIX | Best-in-class leadership and sales training | Visit |
| The Great Game of Business | The source for Open Book Management | Visit |
| Corporate Finance Institute | High-quality finance training | Visit |