Thursday Jan 30, 2025
Financial Planning for Business Owners with Austin Peterson
In this insightful episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Austin Peterson, a comprehensive financial planner and co-founder of Backbone Planning Partners. With over two decades of experience, Austin shares his expertise on financial planning tailored to business owners, including strategies to prepare for a successful business exit and ways to maximize returns while minimizing taxes.
Austin discusses the importance of certifications like the CFP® designation, what sets his practice apart, and why a financial advisor’s role extends beyond managing investments to include deep business consulting. From dissecting compensation structures in the financial planning world to exploring alternative investments, Austin provides practical advice for business owners navigating the complexities of wealth management.
Listen in as Austin and Tim explore topics like:
- Why planning ahead is critical for selling your business.
- The impact of proper financial planning on maximizing your business's value.
- The role of alternative investments in a robust portfolio.
Discover how Austin’s firm bridges the gap between financial planning and business consulting to ensure clients achieve their goals, whether preparing for a sale, growing their wealth, or safeguarding their future.
------------------------------------------------------ Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!
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