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Join us for a deep dive with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA, as he discusses the crucial role of understanding and managing finances both personally and in business. Learn the importance of strategic financial planning, preparing for business exits, and the bespoke challenges and solutions for small business owners. Don't miss out on this valuable content, and hit play!
Key takeaways to listen for
The stark reality of business sales and transitions
Challenges businesses face when transitioning ownership
Essential steps to prepare for a business exit
Austin's personal journey from law aspirations to financial expert
Upcoming projects and the launch of a new investment fund
Resources mentioned in this episode
The Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy: https://amzn.to/3x2Lgtt
About Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA
Austin Peterson is a seasoned Comprehensive Financial Planner based in Scottsdale, AZ. Starting his career in 2000 at Independent Capital Management in Santa Ana, CA, he has held various roles, including an internal wholesaler at Pacific Life and a life insurance field wholesaler at Symetra Life Insurance. After earning his MBA from Brigham Young University, focusing on sales and entrepreneurship, Austin founded and later sold his own financial planning company in Southern California. He then served in both sales and management roles at Crump Life Insurance for five years. In 2015, Austin joined Lincoln Financial Advisors, and in 2021, he co-founded Backbone Planning Partners to enhance focus on small business planning.
Connect with Austin CFP®, CLU®, CBEC®, CPFA™, MBA
Website: Backbone Planning Partners: https://www.backboneplanning.com/
Podcast: Tycoons of Small Biz: https://apple.co/3wmdlfh
LinkedIn: Austin Peterson, CFP®, CLU®, CBEC® , CPFA™, MBA: https://www.linkedin.com/in/austinpetersoncfp/
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