EP134: The Financial Backbone of Business Success with Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBA
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 transitionsChallenges businesses face when transitioning ownershipEssential steps to prepare for a business exitAustin's personal journey from law aspirations to financial expertUpcoming projects and the launch of a new investment fundResources mentioned in this episodeThe Gap and The Gain by Dan Sullivan and Dr. Benjamin Hardy: https://amzn.to/3x2LgttAbout Austin Peterson, CFP®, CLU®, CBEC®, CPFA™, MBAAustin 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™, MBAWebsite: Backbone Planning Partners: https://www.backboneplanning.com/Podcast: Tycoons of Small Biz: https://apple.co/3wmdlfhLinkedIn: Austin Peterson, CFP®, CLU®, CBEC® , CPFA™, MBA: https://www.linkedin.com/in/austinpetersoncfp/CONNECT WITH USWant to learn more about passive investing in multifamily? Whether you’re looking for investment or coaching opportunities, visit our website at https://investwithrev.com/ to schedule a call, and don’t forget to sign up for our newsletter.Go to https://www.themillionairemind.us/ and ask Dallon all your burning questions about how you can start owning apartments today!