Be Proactive Not Reactive E63
Ryan Weissmueller joins the Tycoons for another great show, full of information for the business owner in today’s market. With all the new tax laws, it’s important to consult with your local CPA for tax planning, not just tax preparation. A good tax planner should also be a part of your advice team. Every business owner should know their gaps, diversify, leverage their network, and know their banking situation. Always be ready for an unsolicited offer and be able to prove you are not a risk.
The overriding theme of this episode is to be proactive in every aspect of your business, rather than reactive. What can you do now to prepare your business to withstand future challenges? As Ryan said, keep taking the next 3 steps until you’ve reached the summit. There’s a lot of relevant topics in this show, and Ryan was once again full of knowledge and experience aimed at helping entrepreneurs and business owners.
Successful businesses face new challenges as they evolve over time. Fintrepid Solutions exists to help its clients navigate those challenges, providing clarity and confidence so they can become more sustainable, more profitable and more valuable.
Having supported nearly 100 clients since its founding in 2016 the Fintrepid Solutions team delivers customized solutions for each client, combining both strategy and execution to achieve business goals.
For its efforts partnering with businesses seeking to buy and sell, Fintrepid Solutions received the 2020 M&A Firm of the Year for the Southwestern US by Acquisition International.
After serving in C-level finance and operational roles for multiple entrepreneurial companies, Ryan Weissmueller realized his dream to serve the entrepreneurial community even further by founding Fintrepid Solutions.
Using nearly two decades of experience with the creation, growth and ongoing support of small and midsize businesses, Ryan has developed a rich skill set in delivering customized, nimble solutions to support leadership teams and their companies as they face new challenges at various stages over time.
Follow Fintrepid Solutions on LinkedIn and Instagram.
About the Show
Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.
About Your Hosts
Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.
He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.
After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.
Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.
Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.
Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”
Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.
In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.
Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”
Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.
Connect with Landon on LinkedIn.
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 Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3668332-071221
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.
Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.