Adam Torres and Austin Peterson discuss business succession.
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Business succession planning in advance of the sale is important to achieve the best possible outcome. In this episode, Adam Torres and Austin Peterson, CFP®,CLU®, MBA and Landon Mance Co Hosts at Tycoons of SmallBiz, explore business succession planning and what it takes to succeed.
About Austin Peterson
Austin is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in the investment, insurance and wealth management industries. He offers comprehensive financial planning to business owners, executives and families in Arizona and throughout the United States. He started his career in financial services in 2000. In 2004 he graduated from California State University-Fullerton and in 2008 he graduated with an MBA from Brigham Young University. After a very successful career in insurance and financial services, he decided to start his own financial planning firm. In 2015 Backbone Financial was founded.
Backbone Financial is based in Scottsdale, Arizona and strives to help take the guesswork out of your financial life by always acting in your best interest. Their goal is to help you build confidence with your financial decisions by providing solutions that best suit your needs and your unique financial situation. He specialize in personalized financial planning and custom retirement plan analysis. He also help business owners and executives improve the effectiveness of their retirement plans through independent financial advice.
If you’re looking to build a long-term relationship with an experienced and independent financial advisor, you can talk with Austin. With integrity and trust, he will help with retirement planning, investment management and estate planning. Austin Peterson is a registered representative of Lincoln Financial AdvisorsCorp., a broker-dealer (member SIPC) and registered investment advisor.Austin Peterson is securities licensed in AZ, CA CO, CT, GA, IN, MI, MN, MO, NV, NY, UT, VA and WA. Backbone Financial is not an affiliate of Lincoln FinancialAdvisors Corp. CRN-2652618-072219
About Landon Mance
They help successful families and closely held businesses make informed financial decisions. What does that even mean? Successful people are busy and don’t have or want to find the time to ensure everything they’re doing financially is right and in the best interest of their families and businesses. If you’re looking to rely on a team that can help make quality, objective decisions in the areas of business succession planning, estate life and death planning, investment optimization, and financial independence planning….you should talk with him.
He considers himself an adventurer, family man and advocate for children. He grew up in sunny San Diego and went to school at Cal State Long Beach (go Dirtbags!). He enjoys spending time with his family, golfing, snowboarding, and hiking. Landon and his wife loves the outdoors and exploring new restaurants. Donating time to helping others in need, and mentoring the youth are a few ways he try to give back to the community.
Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors Corp. CRN-3406371-011421
Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.
Mission Matters is a separate entity not affiliated with Lincoln Financial Advisors Corp.
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